Director of Investments

Join to apply for the Director of Investments role at W3Global. We are seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform. This individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. This is a senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute. Oversight & Leadership Direct oversight of all trading functions and investment operations. Build, guide, and manage the investment research team. Lead the billing and audit functions, ensuring accuracy, compliance, and efficiency. Ensure operational best practices across all affiliated RIAs. Investment Management Supervise and optimize the options overlay program. Supervise the equity SMA program. Oversee asset allocation strategies across client portfolios. Provide strategic input on portfolio construction, risk management, and performance monitoring. Manage held-away assets integration and oversight. Communication & Representation Serve as a trusted resource for advisors and clients, capable of explaining complex strategies in a clear and approachable way. Produce and contribute to market commentary, providing thought leadership on market trends and firm positioning. Collaborate with marketing to produce investment-related materials for client and advisor use. Team & Platform Development Manage, mentor, and grow the trading and research teams. Partner with leadership to expand and refine unique, proprietary investment programs. Drive innovation in internal systems, reporting, and investment solutions. Requirements Previous leadership experience managing an investment platform at a mid-sized RIA. Direct experience working with independent advisors. Strong track record managing asset allocation strategies and investment operations. Proven people management experience with ability to build and inspire teams. Hands‑on experience with: Orion, Black Diamond, or similar portfolio management systems Schwab or similar custodial platforms Microsoft Excel (advanced proficiency) Familiarity with Bloomberg or FactSet (not required but highly advantageous). Demonstrated ability to balance strategic vision with operational execution. Ideal Candidate Profile An entrepreneurial, growth‑minded leader with strong drive and initiative. Comfortable navigating complexity while keeping execution crisp and disciplined. Adept at both high-level strategy and hands‑on problem solving. Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams. Brings a proven history of scaling investment programs and building operational excellence. Why Join Us? This is an opportunity to step into a leadership role at a fast‑growing RIA platform where your expertise and vision will directly shape the firm's trajectory. You'll have the resources of an established organization, combined with the agility to innovate and build forward‑looking investment solutions. Benefits Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities #J-18808-Ljbffr