Director, Investment Services

Формат работы

onsite

Тип работы

fulltime

Грейд

director

Английский

Страна

Вакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:

TL;DR

Director, Investment Services (Wealth Management): Leading proprietary model portfolios, asset allocation, manager research, investment solutions, and governance with an accent on multi-asset portfolio construction, risk management, and strategic platform implementation. Focus on evaluating managers, directing model changes and trade execution, communicating market perspectives, and overseeing investment committee decisions.

Location: Urbandale, Iowa, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving independent agents and clients nationwide.

What you will do

Lead proprietary model portfolios, including Retirement Ally and Wealth Solutions.
Direct asset allocation, portfolio construction, model changes, trade execution, and model implementation.
Oversee SMA and UMA capabilities with BNY Mellon and other strategic partners.
Source, evaluate, select, monitor, and review investment managers and solutions.
Deliver economic outlooks, market insights, advisor education, client commentary, and thought leadership.
Co-lead investment and risk committee oversight and partner with platform, operations, and compliance teams on new initiatives.

Requirements

Bachelor’s degree in finance, economics, investment management, business, or a related field.
10+ years of progressive investment management experience, preferably in wealth management, asset management, an RIA, or a similar organization.
Significant experience in portfolio construction, asset allocation, manager research, model portfolios, multi-asset portfolios, and investment risk management.
Experience with SMA and/or UMA programs and third-party asset managers.
Leadership experience managing investment professionals and working with investment or risk committees.
FINRA Series 7, Series 24, and Series 66 licenses, or Series 63 and 65.

Nice to have

Advanced degree or professional investment designation, such as CFA.
Experience communicating investment strategy, portfolio positioning, and economic perspectives to advisors and clients.

Culture & Benefits

Family-like environment focused on putting employees first.
Career development opportunities within a hyper-growth company.
Competitive compensation package and benefits supporting employees and their families.
Work that supports independent agents and clients across the United States.

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