Vice President of Investment Strategies

2 weeks ago


Reston, Virginia, United States WORK180 USA Full time

About WORK180 USA:
WORK180 USA is a leading independent investment advisory firm dedicated to providing comprehensive financial solutions. We pride ourselves on our commitment to a fiduciary model, ensuring that we prioritize our clients' best interests in every decision we make.

Role Overview:
We are looking for a dynamic and seasoned Vice President to join our prestigious Investment Team. This position is crucial for driving our investment strategies and will provide you with immediate exposure to top-tier investment managers and senior leadership.

Key Responsibilities:
- Collaborate closely with the Chief Investment Officer and other senior team members to support investment initiatives.
- Conduct thorough analyses of potential investment opportunities and existing portfolios to inform strategic decisions.
- Participate actively in investment committee meetings and manager evaluations.
- Serve as a knowledgeable resource for advisors on investment-related inquiries.
- Assist in the integration of investment solutions during mergers and acquisitions.
- Foster collaboration across various departments to enhance client retention and organic growth.
- Drive innovative ideas that align with our key performance indicators and improve client experiences.

Qualifications:
- 8-10 years of relevant experience in wealth management, ideally within a registered investment advisory context.
- Professional certifications such as CAIA, CIMA, or CFA are preferred.
- A bachelor’s degree in finance, economics, or a related quantitative field is highly desirable.
- Proven track record of integrity, initiative, and reliability in a professional setting.
- Strong organizational skills with the ability to manage multiple priorities effectively.
- Excellent collaboration skills and adaptability to change.

Diversity and Inclusion:
At WORK180 USA, we believe that diversity is a cornerstone of innovation and success. We are committed to creating an inclusive environment where every employee feels valued and empowered.

What We Offer:
We provide a competitive salary, comprehensive benefits, and a culture that prioritizes employee well-being and professional growth. Our PeopleFirst approach emphasizes the importance of building lasting relationships with our team members.



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