PWM Director of Investments

What you’d do

Senior role supporting Financial Advisors and Private Wealth Advisor teams by developing and overseeing clients' strategic investment policy and programs. Reviews asset allocation models, reporting, and performance metrics. Full time. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• 10+ years of relevant work experience
• Advanced degree or professional certification
• Active Series 7 and Series 66, or Series 63 and Series 65
• Strong organizational, analytical, and communication skills
• Strong leadership skills