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SVP of Investments

3 months ago

Denver, United States IMA Financial Group Full time

What You’ll Do Essential job responsibilities include but are not limited to: Serves as investment head for Private Wealth and Retirement; Supports Retirement Plan Advisors and clients; Collaborates with Syntrinsic research team on areas of common interest Drives strategic direction of the Private Wealth investment platform - sourcing, implementing, and evolving investment options to enable Advisors to serve their clients Primary resource for Private Wealth Advisors and service team members on all investment topics Oversees Retirement investment lineup, leveraging 3rd party research to evolve approved list of investment options Accountable for the creation and delivery of macro/capital market updates for Private Wealth and Retirement plan clients Identifies, vets, selects, and manages 3rd party investment partners to support the Private Wealth business Collaborates with Director of Operations to ensure seamless integration of Private Wealth investment options into RIA technology platforms Supports a culture of compliance with strong investment processes and thorough documentation of investment-related decisions Travels to existing IMA offices as required to build relationships and support teams, and extends/expands investment infrastructure to new markets Progresses role in conjunction with firm growth, and provides ongoing assessment of operational resource requirements (i.e., largely an individual contributor on day one, potentially evolving into team leader over time) Works collaboratively with IMA Advisors management to identify division-wide opportunities and to support growth Training Works with 3rd party partners and end-users to assess and deliver investment-related training programs in multimedia formats; develops and maintains investment-related training courses and content Onboards new Private Wealth Advisors and teams to investment platform Primary resource for investment-related questions and solutions Acts as liaison between 3rd party partners and Advisors/service teams to facilitate and implement workable solutions to meet client investment objectives Analysis Conducts periodic analysis of Private Wealth and Retirement client accounts to identify potential misalignment of investment portfolios and objectives Researches and recommends new investment platform options and coordinates resulting implementation Continuously analyzes performance of funds/managers and adapts investment options, in collaboration with Private Wealth Advisors, to enable optimized performance Reporting – Client, Advisor and Department level Generates periodic and ad hoc reports on investment performance for clients, Advisors, RIA and IMA Advisors management, and general business decision support Assists Private Wealth and Retirement teams with client-specific reports and requests related to investments Drives business analytics on entire RIA book of business to identify trends, concerns and opportunities related to investments You Should Have: Required Experience and Skills include but are not limited to: Bachelor’s degree and Chartered Financial Analyst designation required 10-15 years’ experience in wealth management industry, working directly with Private Wealth Advisors to construct and evolve client portfolios Prior experience with the Envestnet platform strongly preferred Demonstrates high levels of ethical behavior in accordance with professional and industry standards Fosters positive interactions between associates; acts as an example for others Strong communication skills, including the ability to effectively communicate investment information to a non-technical audience and to tailor communications with appropriate context for clients Critical thinker and problem solver with high degree of self-direction and attention to detail Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA Associates #J-18808-Ljbffr