Director of Investments - Houston
1 week ago
Job summary
We are seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform.This individual will be responsible for managing trading, billing/audit operations, investment research,
and advisor-facing initiatives. The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs,
ensuring best practices,and delivering high-quality outcomes for clients and advisors.
- Oversight & Leadership Build guide and manage the investment research team.
- Investment Management Supervise optimize the options overlay program.Supervise the equity SMA program.Oversee asset allocation strategies across client portfolios.Provide strategic input on portfolio construction risk management and performance monitoring.Manage held-away assets integration oversight.
Job description
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