PWM Director of Investments

West Conshohockenonsitedirector

Posted today · via Workday

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About this role

POSITION SUMMARY: The Director of Investments provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. This industry professional leads the oversight of the team’s reporting, and performance metrics while reviewing asset allocation models with the FA/PWA/team.…

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reqspace match rubric

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Skills match

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Level fit

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Domain experience

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Recency

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Location fit

This role is based in West Conshohocken. We weight your proximity and willingness to relocate.

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