Investment Managing Director, Private Clients
On-siteBoston, Massachusetts, United States
Job Summary
Lead investment team in creating and developing diversified portfolios to meet customized client objectives, ranging from $100 million to several billion dollars. Select and evaluate investment managers for all asset classes, driving investment strategy, asset allocation, and risk management for complex portfolios and trust structures. Work directly with key decision makers, including family members, Board members, and outside advisors, to develop robust relationships and present timely information. Partner with Global Client Solutions to pursue new client relationships by building referral networks, qualifying prospects, and leading pitches. Provide mentorship and leadership to the broader investment team, fostering a culture of excellence.
Required Qualifications
- BA/BS
- Minimum of 20 years of investment experience
- Ideally at an investment firm, a large institutional investor, or family office
Desired Qualifications
- MBA
- CFA
- Well-developed network in the family office community
- Exceptional communication and negotiation skills with clients
- Ability to break down complex concepts
- Strong presence
- Careful listening
- Ability to adapt in the moment to concerns expressed
- Conviction articulating a path forward
- Deep investment acumen
- Capital markets experience
- Skilled at identifying and evaluating managers
- Building resilient relationships
- Commercially successful in building and retaining books of business
- Boston or New York
- Boston preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.