Investment Planning Director

4 weeks ago


Utica, New York, United States CPS Recruitment Full time
Job Overview

CPS Recruitment is seeking a highly skilled Director of Investment Planning to join our team in Liverpool, NY. This pivotal role offers excellent growth opportunities, outstanding benefits, and a supportive environment.

Key Responsibilities
  • Develop and implement investment strategies, staying ahead of market trends and ensuring alignment with client goals.
  • Collaborate with wholesalers, fund managers, and provide informed recommendations on new funds to enhance portfolio performance.
  • Offer investment guidance on large-scale client holdings and individual 401K advice, leveraging expertise in asset allocation, risk management, and market research.
  • Participate in weekly investment policy committee meetings and report models to the board, ensuring transparency and accountability.
  • Contribute to the investment newsletter, showcasing strong writing skills and the ability to communicate complex ideas effectively.
  • Work closely with the investment and benefits teams to drive business growth and success.
Requirements
  • Proven leadership experience in investment planning, with a track record of driving results and growth.
  • Expertise in asset allocation, risk management, and market research, with a deep understanding of the financial services industry.
  • Ability to advise on a wide range of investment strategies, from conservative to aggressive, and provide tailored solutions for clients.
  • Excellent written communication skills, with the ability to craft compelling investment reports and recommendations.
  • CFA certification is highly desirable, but not required.
  • Strong work history with longevity in previous roles, demonstrating a commitment to excellence and career growth.
About CPS Recruitment

CPS Recruitment is a Woman-owned Small Business, headquartered in Liverpool, NY. We partner with top companies nationally and globally to provide temporary, contract, and direct hire staffing, executive recruiting, and payroll processing services. Our innovative recruiting solutions have earned us a reputation as a trusted partner in the industry.



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