Head of Investments
Sorry, this job was removed at 7:07 a.m. (EST) on Saturday, December 4, 2021
By clicking Apply Now you agree to share your profile information with the hiring company.
The company seeks a Head of Investments with a proven track record of creating and launching new investment solutions in a leadership role.
Responsibilities:
- Manage the launch of a Direct Indexing solution.
- Drive cross functional product development, GTM strategy and operations.
- Design and deliver against key operational and financial targets.
- Develop a scalable quantitative investment process using portfolio optimization technologies.
- Ensure client success across each phase of the customer lifecycle.
- Build, develop and scale a newly emerging business unit.
Candidate Qualifications:
- CFA strongly preferred
- Must have a complete understanding of direct indexing, customizations, ESG overlays, tax transition, tax overlay and tools and processes to implement as such.
- Strong operational experience running, analyzing, and improving systems that produce and deliver services.
- A proactive member of management, ensuring close communication and coordination with the Chief Executive Officer as the business continues to grow.
- Confident leader that can face off with senior executives at major financial institutions during sales prospecting, renewals and in times of crisis.
- Executive presence is imperative; he / she will interact with an experienced management team, and will be asked to serve as a leader and culture carrier within the broader firm.
- Strong organizational planning and financial planning skills which include collaborating closely with strategy, sales, marketing, and finance.
- A proven leader with significant experience scaling teams who are hard-charging, motivated and who exceed their goals and targets.
- A confident and experienced leader who can constructively challenge assumptions, develop efficient processes, and drive a commercial mindset throughout the organization.
- A humble leader who checks their ego at the door and can effectively serve as a player-coach by doing whatever it takes to drive success.
- A dynamic leader who can work with expediency to attract, retain, and develop top talent to support and meet the needs of a growing company
- Loyal, highly sophisticated, positive, hard-working, energetic, and collaborative
- An extremely process-oriented, results-oriented, and organized leader
Additional Qualifications:
- Fintech experience is a major plus
- Mergers & acquisitions experience is a plus
- Public company and / or IPO experience is a plus
Read Full Job Description