Sr. Director - Investments

Waldron Private Wealth (Waldron) is looking for a Sr. Director of Investments to oversee and be the direct point of contact for client engagements from an investment capacity. This individual will manage a team of investments employees who service the needs of high net-worth clients to ensure their needs and expectations are met. In this role you will: Manage the activities and execution of the investment functions for clientswithcombinedAUMup to$1Bwho areassigned totheir team. Communicate with clientsregardingportfolio strategies, performance,and the market environment. Coordinate and collaborate with allfirmdepartments to develop a wholistic plan for client engagements.Develop andmonitorcustom portfolio strategies. Approve trading and rebalancing recommendations. Contribute to and provide a sounding board for the firm’s due diligence process.Overseethedue diligence process for new and existing investment strategies.Establishthedue diligence and manager selection criteria. Coordinate and manage investment research.Evaluate investment offerings(e.g.usage, flow, overlap, etc.) andresearchcomplimentary new offerings. Create strategic and tactical investment macro allocations, evaluate and enhance allocations as needed, as well as build andidentifythe best implementation instruments. Take on a leadership role in decisionmaking oninvestments. #J-18808-Ljbffr Waldron Private Wealth