What are the responsibilities and job description for the Director of Investment Strategy position at DBHW Wealth Partners?
Join Us as Our Director of Investment Strategy!
Are you a visionary leader with a passion for empowering teams and clients? We're searching for a motivated Director of Investment Strategy to elevate our firm's investment portfolios!
In this vital role, you'll use your remarkable leadership and management abilities to develop and implement cutting-edge investment strategies, ensuring robust portfolio diversification and effective risk management to achieve our financial objectives. Collaborate with senior management, mentor a talented team of investment professionals, and uphold our commitment to regulatory compliance and exceptional client service. If you're ready to make a meaningful impact and lead with purpose, we want to hear from you!
About Us
DBHW Wealth Partners is a premier investment management, financial, and tax planning firm dedicated to delivering outstanding financial guidance to those who dedicate their lives to public service. Our mission centers on cultivating supportive and trusting relationships with our clients, offering seasoned advice through our extensive experience. We guide our clients through life's uncertainties, helping them seize their greatest opportunities and pursue their financial aspirations with confidence.
Job Summary :
The Director of Investment Strategy oversees the management and performance of the firm's investment portfolios. This role requires the ability to create and execute innovative investment strategies, ensure effective portfolio diversification, and manage risk to realize the firm's financial goals. The Director collaborates closely with senior leadership, manages a team of investment professionals, and ensures adherence to relevant regulations and client needs.
Duties / Responsibilities :
- Investment Strategy Development : Develop and implement investment strategies aligned with the firm's objectives, risk appetite, and market opportunities. Regularly evaluate and adjust strategies based on market trends and economic data.
- Portfolio Management : Oversee the firm's portfolios, including asset allocation, performance monitoring, and rebalancing. Ensure portfolios are diversified to mitigate risk while maximizing returns.
- Risk Management : Identify and mitigate financial risks linked to investments, implementing protocols to ensure compliance with industry regulations and internal policies.
- Team Leadership and Development : Mentor the investment management team, providing guidance on analysis, strategy, and client relations, while fostering a culture of continuous improvement and innovation.
- Client and Stakeholder Relations : Maintain strong relationships with clients and advisors, ensuring their investment objectives are met and they are informed about portfolio performance. Present strategies and results to senior management and stakeholders.
- Performance Monitoring and Reporting : Regularly review portfolio performance, conducting detailed analysis to ensure investment goals are met and prepare reports on performance, benchmarks, and risk metrics for senior executives and the board.
- Market Research and Analysis : Stay abreast of market trends and economic conditions, conducting research to support investment decisions and identify new opportunities for growth.
Required Skills / Abilities :
Education, Experience, and Licensing :
Physical Requirements :
Prolonged periods sitting or standing at a desk and working on a computer.
Travel Requirements :
This position will require occasional travel. We have offices in South Milwaukee, WI, Brookfield, WI, and Bellville, TX.
Benefits :
As a full-time team member of the firm, you will be eligible for several firm-sponsored benefits, including accruing paid time off starting at 120 hours each calendar year. Additionally, our office observes 7 holidays and offers a floating holiday for your use.
DBHW Wealth Partners is an Equal Opportunity Employer.
