Director of Investment Services

1 day ago


New York, New York, United States Russell Investments Full time
Investment Strategist Job Summary
Russell Investments is seeking a highly experienced investment strategist to join our Institutional team. As an Investment Strategist, you will play a critical role in developing strategic advice for institutional clients, including developing investment goals and objectives, determining asset allocation strategies, and implementing multi-asset investment programs. You will also be responsible for building and strengthening client relationships to retain and expand assets under management. The ideal candidate will have a deep understanding of U.S. institutional retirement and non-profit markets, as well as portfolio management and liability-driven investing. In addition, you will collaborate with other client-facing team members and serve as a backup to senior members of the Institutional team to create an exceptional client experience.

Responsibilities:
  • Develop investment goals and objectives for institutional clients.
  • Determine asset allocation strategies for institutional clients.
  • Implement multi-asset investment programs targeting specific outcomes for institutional clients.
  • Build and strengthen client relationships to retain and expand AUM.

Requirements:
  • Bachelor's degree required; CFA strongly preferred.
  • FINRA Series 7 and 63 (will consider ability to obtain in 90 days).
  • 7 years of experience with a proven success record of dealing with institutional investors.


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