Managing Director, Head of Portfolio Implementation

Managing Director, Head of Portfolio Implementation

About the Company

Premier investment management firm

Industry
Financial Services

Type
Privately Held, VC-backed

Founded
2004

Employees
501-1000

Categories

• Asset Management
• Financial Services
• Property Management
• Real Estate
• Security

Specialties

• investment management
• holistic financial planning
• wealth advisory
• retirement planning
• estate planning
• tax planning
• business planning
• divorce planning
• asset allocation
• portfolio management
• and tax preparation
• wealth management
• and executive compensation

About the Role

The Company is seeking a Managing Director, Head of Portfolio Implementation to lead a large team and oversee the firm's portfolio implementation operating model. This key leadership role is responsible for the design and governance of the end-to-end portfolio implementation framework, ensuring that investment strategies are translated into client portfolios in a consistent, scalable, and tax-aware manner. The successful candidate will be accountable for the quality of implementation, operational efficiency, and risk management, and will work closely with senior leaders to maintain the firm's standards and capabilities as it grows. Key responsibilities include establishing and governing implementation methodologies and standards, providing trading oversight, and designing a comprehensive risk and control framework. The role also involves partnering with various functions to ensure the accurate and efficient implementation of investment strategies and leading the continuous improvement of the firm's implementation processes. Applicants for this role at the company should have a Bachelor's degree in a relevant field, with an advanced degree being a plus, and a CFA designation is strongly preferred. A minimum of 10 years' experience in portfolio implementation, management, trading, or related roles within a financial services environment is required. The ideal candidate will have a deep understanding of portfolio implementation, rebalancing methodologies, and tax-aware trading, as well as experience in overseeing centralized trading or rebalancing teams. Strong technical skills, including familiarity with custodial platforms and order management systems, and a proven track record of using technology and process redesign to enhance implementation quality and efficiency, are essential. The role demands a leader with excellent communication, influencing skills, and the ability to balance investment objectives, client needs, and operational complexity.

Hiring Manager Title
Head of Investments

Functions

• Operations