Director, Investment Solutions
Father Gabriel Richard High School - Ann Arbor, Michigan
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • United States
Visit company websiteExplore more
Job Level
About the role
- Lead high-impact initiatives including standardized IPS framework and ensuring all proposals align with fiduciary standards and risk tolerance requirements, and vendor management infrastructure.
- Assist in the management and streamlining of the existing portfolio analysis and book review process for new clients and advisors.
- Drive stalled organizational initiatives across project timelines, stakeholder alignment, and execution — ensuring critical programs move from concept to completion.
- Join prospect meetings as a senior investment resource to sharpen the firm’s investment story and increase close ratios through expert communication of value propositions.
- Develop and maintain a vetted directory of third-party providers (asset managers, tax, estate, concierge services), acting as liaison between advisors and external partners. Build evaluation criteria, centralize due diligence, and ensure regular assessment of all external relationships.
- Serve as a representative of Farther Advisors to Farther Asset Management (FAM), leveraging advisor and client feedback to guide the development of new products and services.
- Manage and develop team members within the Investment Solutions function, providing coaching, guidance, and growth opportunities as the team scales.
- Collaborate with marketing, technology, and compliance to ensure investment information is disseminated in a professional, timely, and brand-consistent manner.
- Provide thought leadership and training to help newer advisors articulate the firm’s investment philosophy and navigate common client objections.
- Present the firm’s tactical and strategic asset allocation recommendations and risk frameworks to both internal and external audiences.
Requirements
- CFA or CAIA designation, with an MBA or equivalent advanced degree.
- Extensive experience as a client-facing portfolio manager or advisor within RIAs, private banks, or multi-family offices.
- Demonstrated experience managing and developing people, with the ability to coach, motivate, and grow a team in a fast-moving environment.
- Significant experience with SEC Marketing rules and performance presentation standards.
- Proven ability to drive organizational initiatives from inception to completion, including managing across stakeholders and re-energizing stalled programs.
- Exceptional communication and presentation skills with the ability to translate complex data into client-ready insights.
- An entrepreneurial mindset with the agility to adapt solutions to the needs of a fast-paced, results-driven organization.
- A demonstrated ability to respectfully challenge the status quo and lead organizational change.
Benefits
- Competitive comp package that rewards impact
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementrisk assessmentdue diligenceperformance presentation standardsinvestment philosophyasset allocationvendor managementproject managementstakeholder alignmentorganizational change
Soft Skills
coachingcommunicationleadershipteam developmentpresentation skillsentrepreneurial mindsetadaptabilityproblem-solvingclient relationship managementthought leadership
Certifications
CFACAIAMBA