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Director of Investment Strategy

redShift Recruiting, LLC

Schodack, NY, NY

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JOB DETAILS
SALARY
$100,000–$120,000 Per Year
SKILLS
Accounting, Analysis Skills, Business Administration, Business Development, Capital Analysis, Capital Markets, Communication Skills, Cross-Functional, Customer Acquisition, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Due Diligence, Economics, Finance, Fund Management, Institutional Asset Management, Investment Services, Investment Strategy, Leadership, Maintain Compliance, Market Trend Analysis, Microsoft Excel, Microsoft PowerPoint, Multitasking, Performance Analysis, Presentation/Verbal Skills, Problem Solving Skills, Process Quality, Professional License, Recruiting/Staffing Agency, Regulations, Regulatory Requirements, Reporting Skills, Research Skills, Retirement Plan, Series 65, Series 66, Series 7, Service Delivery, Stock Market, Strategic Planning, Tax Planning, Team Player, Trend Analysis, Writing Skills
LOCATION
Schodack, NY, NY
POSTED
30+ days ago

Director - Investment Strategy
Location: Near Schodack, NY (Hybrid/Remote within New York State considered)
Salary Range: $120,000 - $127,000 annually
Our highly respected client is seeking a Director - Investment Strategy to lead and execute sophisticated investment advisory services for institutional and retirement plan clients. This role offers the opportunity to shape investment programs, influence strategic direction, and deliver measurable value to clients across a diverse portfolio.

About the Role
Reporting directly to senior leadership, this position is responsible for overseeing investment strategy execution, including due diligence, manager selection, and ongoing performance monitoring. The Director will work closely with internal teams and clients to ensure investment programs remain competitive, compliant, and aligned with long-term objectives.
This is a high-impact role requiring both technical investment expertise and strong communication skills to translate complex financial concepts into actionable insights.

Key Responsibilities

* Develop and maintain a robust, repeatable framework for investment oversight, including fund selection, manager research, due diligence, and performance monitoring
* Deliver advisory services for defined contribution retirement plans (e.g., 401(k), 403(b)) and institutional clients such as pension plans and tax-exempt organizations
* Analyze and interpret capital market trends and communicate insights through written reports, presentations, and client meetings
* Oversee investment lineup tracking and reporting using industry platforms and tools
* Partner with business development teams to support new client acquisition through proposals and presentations
* Collaborate cross-functionally to ensure consistency and quality in investment processes and client deliverables
* Serve as an active contributor to the organization's investment committee, participating in key decision-making processes
* Ensure adherence to client Investment Policy Statements and regulatory requirements, recommending updates as needed
* Lead investment selection and monitoring for proprietary or curated fund programs
* Stay current on regulatory developments, market trends, and emerging investment strategies
* Conduct ongoing research to identify innovative solutions and maintain a competitive edge in the marketplace
* Maintain required professional licenses and certifications through continuing education
Requirements:

Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field (Master's               degree preferred)
  • Minimum of 5 years of experience in investment advisory services, particularly within retirement plans or                   institutional asset management
  • Strong understanding of financial markets, investment products, and regulatory frameworks
  • Required licenses: FINRA Series 7 and Series 66 (or Series 65), plus SIE
  • Interest in advanced credentials such as CAIA is a plus
  • Advanced proficiency in Microsoft Excel and PowerPoint
  • Exceptional analytical, organizational, and problem-solving skills
  • Strong written and verbal communication abilities, including experience presenting complex material to diverse         audiences
  • Proven ability to build and maintain relationships with clients and internal stakeholders
  • Detail-oriented with the ability to manage multiple priorities effectively

 

Work Environment & Travel

  • Flexible work arrangement with remote options within New York State
  • Regular travel within the region and periodic visits to the main office (typically several times per month)

 

To see a full listing of all our open positions, please visit:
  https://www.redshiftrecruiting.com/jobs-hiring-near-me

 

redShift Recruiting  is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.

 


 

About the Company

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redShift Recruiting, LLC