Sr. Director Investments

Bridgeville, PA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

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 clientswithcombinedAUMup to$1Bwho areassigned totheir team.
Communicate with clientsregardingportfolio strategies performanceand the market environment.
Coordinate and collaborate with allfirmdepartments to develop a wholistic plan for client andmonitorcustom portfolio strategies.
Approve trading and rebalancing recommendations.
Contribute to and provide a sounding board for the firms due diligence diligence process for new and existing investment diligence and manager selection criteria.
Coordinate and manage investment investment offerings( flow overlap etc.) andresearchcomplimentary new offerings.
Create strategic and tactical investment macro allocations evaluate and enhance allocations as needed as well as build andidentifythe best implementation instruments.
Take on a leadership role in decisionmaking oninvestments.

Required Experience:

Exec