What are the responsibilities and job description for the Director of Investments position at Claire Myers Consulting?
Director of Invesments
Location: Miami, FL
Compensation: $125,000 - $175,000 base salary
Our client, a well-established financial services firm, is seeking a Director of Investments (or Director of Planning) to lead investment strategy, portfolio construction, and client engagement efforts. This role is ideal for a CFA-certified professional who holds a Series 7 license and is passionate about financial planning and investment management.
Key Responsibilities:
- Develop and manage customized investment portfolios tailored to client needs.
- Oversee the firm's investment menu, asset allocation, and risk management strategies.
- Conduct financial modeling and scenario analysis to optimize client outcomes.
- Engage directly with clients, providing guidance on investment decisions, portfolio strategies, and financial planning.
- Lead annual portfolio reviews, ensuring alignment with client objectives and market conditions.
- Collaborate with advisors to deliver high-touch, strategic client service.
- Ensure compliance with SEC, FINRA, and firm regulatory requirements.
- Stay ahead of market trends and regulatory changes to enhance investment strategies.
Qualifications:
- CFA designation required.
- Series 7 license required (Series 63/66 preferred).
- 7 years of experience in investment management, portfolio construction, or financial planning.
- Strong background in financial modeling, asset allocation, and risk assessment.
- Excellent communication skills with a client-first approach.
- Ability to synthesize complex financial data into actionable insights.
This is an exciting opportunity to play a leadership role in an investment-focused firm that values expertise and client engagement.
Salary : $125,000 - $175,000
