Waldron Private Wealth (Waldron) is looking for a Sr. Director of Investments to oversee and be the direct point of contact for client engagements from an investment capacity. This individual will manage a team of investments employees who service the needs of high net-worth clients to ensure their needs and expectations are met.
In this role you will:- Manage the activities and execution of the investment functions for clients with combined AUM up to $1B who are assigned to their team.
- Communicate with clients regarding portfolio strategies, performance, and the market environment.
- Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements. Develop and monitor custom portfolio strategies.
- Approve trading and rebalancing recommendations.
- Contribute to and provide a sounding board for the firm’s due diligence process. Oversee the due diligence process for new and existing investment strategies. Establish the due diligence and manager selection criteria.
- Coordinate and manage investment research. Evaluate investment offerings (e.g. usage, flow, overlap, etc.) and research complimentary new offerings.
- Create strategic and tactical investment macro allocations, evaluate and enhance allocations as needed, as well as build and identify the best implementation instruments.
- Take on a leadership role in decision making on investments.
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