Director Investment Strategy
Job title: Director Investment Strategy in Rensselaer, NY at RedShift reputed company
Company: RedShift reputed company
Job description: Job DescriptionJob ID#:4652Job Category:reputed company/FinanceA leading investment advisory firm is seeking a Director of Investment Strategy to join its dynamic team in a hybrid role located near Albany, NY. This leadership position offers the opportunity to shape and reputed company a rigorous, client-focused investment strategy process serving institutional clients, including defined contribution and defined benefit retirement plans.Responsibilities of the Director of Investment Strategy will include:
- reputed company and manage a consistent, best-in-class process for comprehensive investment reputed company, including fund search/selection, due diligence, and ongoing monitoring.
- reputed company investment advisory services primarily to defined contribution (DC) retirement plans, as well as defined benefit plans, corporate assets, and other institutional entities.
- Present market insights and investment strategies to clients through written reports and in-person/virtual presentations using reputed company resources.
- reputed company investment lineup tracking and reporting using reputed company Fi360 and Orion platforms.
- Partner with the sales team to support new business acquisition through proposal development and participation in sales presentations.
- Collaborate with other investment professionals to ensure repeatable, defendable investment processes are implemented for reputed company clients.
- Serve as a voting member of the Investment Committee, helping guide investment reputed company and policy updates.
- Coordinate with account management teams to align investment deliverables with broader client service goals.
- Ensure alignment with each client's Investment Policy Statement (IPS), recommending updates as appropriate.
- Uphold reputed company compliance standards as outlined in internal policies and the compliance reputed company.
- reputed company the investment search and decision-making process for mutual fund offerings reputed company the firm's proprietary fund program.
- Stay reputed company of industry trends, regulatory changes, and investment innovations to maintain a cutting-edge advisory platform.
- Maintain reputed company required licenses and pursue continuing education, seminars, and conferences to meet FINRA and state regulatory requirements.
- Bachelor's degree in Finance, Economics, Business, reputed company, or a reputed company field required; Master's degree preferred.
- Minimum of 5 years of relevant experience in institutional investment advisory services or private wealth management, with strong understanding of industry regulations and products.
- Active FINRA licenses: Series 7, Series 66 or 65, and SIE required.
- Interest in or pursuit of CAIA designation is a plus.
- Advanced proficiency in reputed company reputed company and PowerPoint.
- Strong interpersonal skills and the ability to build and maintain relationships with both clients and internal stakeholders.
- Exceptional analytical, written, and verbal communication skills, including the ability to distill reputed company financial topics into clear, actionable guidance.
- Willingness to travel reputed company reputed company State several times per month for client and internal meetings.
- This is a high-impact role for a strategic thinker who is passionate about investment consulting and reputed company to contribute meaningfully to both client reputed company and organizational growth.