![Boulevard Family Wealth](https://media.trabajo.org/img/noimg.jpg)
Director of Investments
6 days ago
About Us: Boulevard Family Wealth is a prestigious multi-family office RIA based in Beverly Hills, California. We provide comprehensive wealth management services to ultra-high-net-worth (UHNW) families, focusing on tailored investment strategies and multi-generational financial planning.
Job Description: We are seeking a seasoned and highly skilled Director of Investments to join our team. This pivotal role involves working closely with our OCIO vendor to align our clients' investment strategies with their goals. The successful candidate will be responsible for directly monitoring and managing large collateral pools for wealthy clients, developing derivative strategies, and reviewing a wide range of direct investment opportunities in real estate and private credit.
Key Responsibilities:
- Collaborate with the OCIO vendor to communicate and implement client investment strategies.
- Monitor and manage large collateral pools for UHNW clients.
- Develop and review derivative strategies, including notes and pre-paid forwards.
- Evaluate direct investment opportunities in real estate and private credit.
- Provide comprehensive performance reports and financial analysis.
- Liaise with money managers and evaluate new investment opportunities.
- Report directly to the founder and maintain strong client relationships.
Desired Qualifications:
- Bachelor’s degree in finance, economics, or related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred.
- Minimum 10 years of experience in wealth management, asset management, or portfolio management.
- Proven experience with UHNW clients and complex investment strategies.
- Strong analytical, communication, and interpersonal skills.
- Proficiency with financial software such as eMoney, Black Diamond, Salesforce, and Morningstar Direct.
- Series 65 or 66 licensed.
Why Join Us:
- Be part of a prestigious and dynamic firm with a strong reputation.
- Work with a collaborative and professional team.
- Competitive compensation and benefits package.
Application Process: If you meet the qualifications and are excited about this opportunity, please submit your resume and cover letter.
-
Director of Investments
5 days ago
Beverly Hills, United States Boulevard Family Wealth Full timeAbout Us: Boulevard Family Wealth is a prestigious multi-family office RIA based in Beverly Hills, California. We provide comprehensive wealth management services to ultra-high-net-worth (UHNW) families, focusing on tailored investment strategies and multi-generational financial planning. Job Description: We are seeking a seasoned and highly skilled Director...
-
Director of Investments
4 days ago
Beverly Hills, United States Boulevard Family Wealth Full timeAbout Us: Boulevard Family Wealth is a prestigious multi-family office RIA based in Beverly Hills, California. We provide comprehensive wealth management services to ultra-high-net-worth (UHNW) families, focusing on tailored investment strategies and multi-generational financial planning. Job Description: We are seeking a seasoned and highly skilled Director...
-
Director of Investments
4 days ago
Beverly Hills, United States Boulevard Family Wealth Full timeAbout Us: Boulevard Family Wealth is a prestigious multi-family office RIA based in Beverly Hills, California. We provide comprehensive wealth management services to ultra-high-net-worth (UHNW) families, focusing on tailored investment strategies and multi-generational financial planning.Job Description: We are seeking a seasoned and highly skilled Director...
-
Operations Director
2 weeks ago
Beverly Hills, California, United States Ildico Inc Full timeJob Description Job Description Position Purpose:Our firm is looking for an experienced and motivated Operations Director to join our team. Your primary responsibilities will include overseeing our boutiques as well as supporting the daily operations of certain departments across our organization.Responsibilities:Operations Assist and support oversee daily...
-
Operations Director
3 months ago
Beverly Hills, United States Ildico Inc. Full timeJob DescriptionJob DescriptionPosition Purpose:Our firm is looking for an experienced and motivated Operations Director to join our team. Your primary responsibilities will include overseeing our boutiques as well as supporting the daily operations of certain departments across our organization.Responsibilities:OperationsAssist and support oversee daily...
-
FP&A Director, bilingual Korean
2 weeks ago
Beverly Hills, United States CESNA Full timeJob Description Job Description [Position] FP&A Director, bilingual Korean [About Our Client] This client is a medical appliances manufacturer, that exports medical appliances to more than 70 countries, and is actively growing in the U.S. along with its headquarters in Korea, which leads the medical appliances market. [Job Summary] The FP&A Director will...
-
Associate Director of Marketing
4 weeks ago
Beverly Hills, United States House of Blues Music Forward Foundation Full timeJob Description Job Description About Us Music Forward transforms young lives, inspires careers, and champions a more inclusive music industry.Music Forward bridges our communities to the music industry, empowers ambition, and creates momentum to redefine what is possiblefor the youth and industry we serve.Music Forward invites everyone to play a part in...
-
FP&A Director, bilingual Korean
4 weeks ago
Beverly Hills, United States The Ladders Full time[Position] FP&A Director, bilingual Korean [About Our Client] This client is a medical appliances manufacturer, that exports medical appliances to more than 70 countries, and is actively growing in the U.S. along with its headquarters in Korea, which leads the medical appliances market. [Job Summary] The FP&A Director will oversee the financial operations...
-
FP&A Director, bilingual Korean
4 weeks ago
Beverly Hills, United States cesna Full timeJob DescriptionJob Description[Position]FP&A Director, bilingual Korean[About Our Client]This client is a medical appliances manufacturer, that exports medical appliances to more than 70 countries, and is actively growing in the U.S. along with its headquarters in Korea, which leads the medical appliances market.[Job Summary]The FP&A Director will oversee...
-
Associate Director of Marketing
4 weeks ago
Beverly Hills, United States House of Blues Music Forward Foundation Full timeJob DescriptionJob DescriptionAbout Us Music Forward transforms young lives, inspires careers, and champions a more inclusive music industry. Music Forward bridges our communities to the music industry, empowers ambition, and creates momentum to redefine what is possible for the youth and industry we serve. Music Forward invites everyone to play a part...
-
Associate Director of Marketing
4 weeks ago
Beverly Hills, United States House of Blues Music Forward Foundation Full time**About Us** **The Job** - The Associate Director of Marketing is responsible for overseeing the implementation of Music Forward’s overarching brand, communications, and marketing strategy to enhance awareness and support of the organization’s program and development goals. The Associate Director is highly organized and collaborative, ensuring brand...
-
Trader / Investment Analyst
3 weeks ago
Auburn Hills, United States Kaydan Wealth Management Full timeTrader / Investment AnalystResponsibilities:· The main role of this position is to assist the Director of Client Analytics and the Advisors of the practice in servicing clients by trading securities, monitoring investments, preparing reports, running analyses and inputting data· Assist Advisors in trading and monitoring held...
-
Trader / Investment Analyst
2 weeks ago
Auburn Hills, United States Kaydan Wealth Management Full timeTrader / Investment AnalystResponsibilities:· The main role of this position is to assist the Director of Client Analytics and the Advisors of the practice in servicing clients by trading securities, monitoring investments, preparing reports, running analyses and inputting data· Assist Advisors in trading and monitoring held...
-
Director of Financial Operations
2 weeks ago
Beverly Hills, United States Better Talent Advisors Full timeABOUT US Founded and self-funded by serial entrepreneurs with a track record of success, we are a start-up software and services platform operating in the residential construction space with an emphasis on solar and renewable energy products. Our goal is to fundamentally alter the residential solar landscape. We believe that our unique mix of software,...
-
Director of Finance
4 weeks ago
Beverly Hills, United States Beverly Hills Oncology Me Full timeWe are seeking a hands-on Director of Finance to run day-to-day company financial operations and plan the financial strategy. **Responsibilities**: - Oversee all aspects of the company's financial operations, including accounting, budgeting, forecasting, and financial reporting - Drive the company’s financial planning process - Prepare reliable cadence...
-
Complex Director of Finance
4 weeks ago
Beverly Hills, California, United States Highgate Hotels, LP Full timeComplex Director of FinanceRequisition ID CategoryAccounting/FinanceJob LocationUS-CA-Beverly HillsPropertyMosaic Hotel & Maison 140 Beverly HillsCompensation TypeYearlyHighgate HotelsHighgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S....
-
Complex Director of Finance
3 weeks ago
Beverly Hills, United States Mosaic Hotel & Maison 140 Beverly Hills Full timeCompensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...
-
Complex Director of Finance
4 weeks ago
Beverly Hills, United States Mosaic Hotel & Maison 140 Beverly Hills Full timeCompensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...
-
Director of Finance
4 weeks ago
Beverly Hills, United States Beverly Hills Oncology Me Full timeJob Description Job Description We are seeking a hands-on Director of Finance to run day-to-day company financial operations and plan the financial strategy. The candidate must be well-versed in all finance management aspects, from accounting to financial planning and investor relations. The ideal candidate must be capable of managing all related activities...
-
Director of Finance
4 weeks ago
North Richland Hills, United States City of Richland Hills Full timeSUMMARY The purpose of this position is to provide management and oversight of all financial and budget activities for the City; oversees the City’s Municipal Court and Utility Billing operations; provides excellent customer service to internal and external customers; coordinates assigned activities with other departments and outside agencies; and provides...