Job title:
Director Investment Strategy
Company
RedShift Recruiting
Job description
Job DescriptionJob ID#:4652Job Category:Accounting/FinanceA leading investment advisory firm is seeking a Director of Investment Strategy to join its dynamic team in a hybrid role located near Albany, NY. This leadership position offers the opportunity to shape and oversee a rigorous, client-focused investment strategy process serving institutional clients, including defined contribution and defined benefit retirement plans.Responsibilities of the Director of Investment Strategy will include:
- Develop and manage a consistent, best-in-class process for comprehensive investment oversight, including fund search/selection, due diligence, and ongoing monitoring.
- Provide investment advisory services primarily to defined contribution (DC) retirement plans, as well as defined benefit plans, corporate assets, and other institutional entities.
- Present market insights and investment strategies to clients through written reports and in-person/virtual presentations using internal and external resources.
- Oversee investment lineup tracking and reporting using Broadridge Fi360 and Orion platforms.
- Partner with the sales team to support new business acquisition through proposal development and participation in sales presentations.
- Collaborate with other investment professionals to ensure repeatable, defendable investment processes are implemented for all clients.
- Serve as a voting member of the Investment Committee, helping guide investment decisions and policy updates.
- Coordinate with account management teams to align investment deliverables with broader client service goals.
- Ensure alignment with each client’s Investment Policy Statement (IPS), recommending updates as appropriate.
- Uphold all compliance standards as outlined in internal policies and the compliance manual.
- Lead the investment search and decision-making process for mutual fund offerings within the firm’s proprietary fund program.
- Stay ahead of industry trends, regulatory changes, and investment innovations to maintain a cutting-edge advisory platform.
- Maintain all required licenses and pursue continuing education, seminars, and conferences to meet FINRA and state regulatory requirements.
Job Requirements
Qualifications of the Director of Investment Strategy:
- Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field required; Master’s degree preferred.
- Minimum of 5 years of relevant experience in institutional investment advisory services or private wealth management, with strong understanding of industry regulations and products.
- Active FINRA licenses: Series 7, Series 66 or 65, and SIE required.
- Interest in or pursuit of CAIA designation is a plus.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Strong interpersonal skills and the ability to build and maintain relationships with both clients and internal stakeholders.
- Exceptional analytical, written, and verbal communication skills, including the ability to distill complex financial topics into clear, actionable guidance.
- Willingness to travel within New York State several times per month for client and internal meetings.
- This is a high-impact role for a strategic thinker who is passionate about investment consulting and ready to contribute meaningfully to both client success and organizational growth.
Pay for this position is commensurate with experience and education, ranging roughly from $120,000 – $130,000/hr.To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-meredShift 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.
Expected salary
$120000 per year
Location
Rensselaer, NY
Job date
Fri, 16 May 2025 07:15:58 GMT
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