Director, Market & Investment Strategy

Director, Market & Investment Strategy

About RiversEdge Advisors
RiversEdge Advisors is a fee-based financial planning firm located in the heart of downtown Wilmington, DE. We are passionate about helping our clients gain clarity and confidence in their financial future through thoughtful, strategic planning. As a firm that values collaboration, innovation, and excellence, we are excited to welcome a new Director, Market & Investment Strategy, to our growing team.

About the Role
We are seeking an experienced, insightful, and highly approachable investment professional to serve as our Director, Market & Investment Strategy. This leadership role will own the oversight of our firm’s investment philosophy and model development while providing guidance to advisors and clients alike through accessible, clear communication. This person will chair the investment committee, lead market commentary efforts, and serve as a go-to resource for all things investment-related—including portfolio construction, tactical shifts, investment analysis, and content creation. This position requires a blend of investment expertise, strategic vision, strong communication skills, and client-facing experience. You’ll build and maintain a library of scalable models, drive thought leadership, and serve as a confident, humble voice of authority within the firm and to our clients.

KEY RESPONSIBILITIES

• Lead the firm’s Investment Committee, helping to shape overall investment philosophy and asset allocation frameworks.
• Develop and maintain a robust library of model portfolios that advisors can utilize for clients across a range of AUM sizes and objectives (e.g. 20/80, 60/40).
• Produce monthly and quarterly market commentary in both written and video formats; establish yourself as the “face” of investment strategy at RiversEdge.
• Support financial advisors with client-facing portfolio strategy—ensuring investment decisions are communicated clearly and in layman’s terms.
• Deliver tactical recommendations and stay current on market and economic trends to guide firm-wide portfolio decisions.
• Evaluate and recommend investment products, with a focus on ETFs, while exploring alternative strategies when appropriate.
• Act as a backup trader for firm operations and help refine trading protocols as needed.
• Lead the development of strategic, firm-approved investment models tailored to our client base, with typical AUM averaging around $5M.
• Serve as a mentor and educator to internal staff, helping grow investment acumen firmwide.
• Maintain strong, fact-based dialogues—even with strong internal personalities and opinions—while remaining respectful and professional.
• Ensure firm compliance with investment strategy policies and regulatory standards.

QUALIFICAIONS

Education & Credentials

• Bachelor’s degree in Finance, Economics, or a related field required
• Advanced credentials are strongly preferred (CFA, CFP, MBA, or similar designation)

Experience & Expertise

• 15 years of progressive experience in investment research, model development, portfolio management, or related disciplines
• Proven experience working in RIAs or aggregator environments, particularly in the development and implementation of firm-wide model portfolios
• Deep understanding of ETF-based strategies and passive investment philosophies, with openness to incorporating alternatives when appropriate
• Strong trading experience and ability to act as a backup trader when needed

Communication & Presence

• Exceptional written and verbal communication skills, with the ability to distill complex investment concepts into relatable, jargon-free language
• Confident in presenting to both internal teams and external clients—in person, in writing, or via video
• Experienced in creating and delivering client-facing content, including market commentaries and investment insights
• Maintains a humble, approachable tone while engaging in high-level investment discussions, both internally and with clients

Technical Proficiency

• Highly proficient in Excel, including use of macros, modeling, and data analysis
• Familiarity with portfolio rebalancing tools, trading systems, and CRM software
• Leadership & Collaboration
• A natural leader and mentor, capable of guiding both advisors and junior staff on investment concepts and best practices
• Collaborative mindset and the ability to walk the line between strategic thought leader and hands-on partner
• Adept at building consensus, even when faced with strong internal viewpoints or differing investment opinions

BENEFITS

• The salary range for this position will be competitive with the market depending on experience and credentials
• Multiple healthcare options
• Dental and vision options   
• 401(k) Profit Sharing Plan
• Firm paid parking
• Paid time off program
• Personal and bereavement leave
• Upbeat and lively working environment

OTHER

• A background and credit check will be required
• We are an Equal Opportunity Employe