Investment Director, Private Wealth Manager
3 weeks ago
We are seeking an experienced investor to join our team as a Managing Investment Director, Private Clients. This role involves working closely with the Chief Investment Officer and managing client portfolios, communicating timely information, and identifying opportunities for growth.
The ideal candidate will have deep investment acumen, commercial success in building and retaining books of business, and exceptional communication skills. They should be able to adapt quickly to our team's way of working, contribute new ideas, and prioritize shared learning and resources.
About UsCambridge Associates is a leading global investment firm dedicated to helping endowments, foundations, pension plans, and ultra-high net worth private clients achieve their financial goals. With offices worldwide, we deliver a range of services including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Key Responsibilities- Strategic Planning and Business Development: Collaborate with the team to build market awareness, develop pipelines, cultivate leads, and close business deals.
- Relationship Management: Act as a senior spokesperson, facilitating executive meetings with clients, prospects, and managers to set the stage and navigate relationships effectively.
- Investing: Work closely with the team to develop strategic visions for client portfolios, evaluating managers, monitoring current exposures, liquidity levels, and more.
- Team Management: Advocate for resource allocation, mentor, coach, and develop talent at all levels within the team.
- Strong ability to adapt to our team's dynamic work environment.
- Growth mindset prioritizing shared learning and resources.
- Accountability and willingness to put stake in the ground while being open to feedback.
- Exceptional communication and negotiation skills, particularly in complex concepts and situations.
- Demonstrated success in building and retaining large books of business.
- Proven experience in identifying and evaluating top-performing managers and building resilient relationships.
- Highly experienced in delivering outcomes that benefit both clients and the firm.
- Self-motivated and adept in navigating fast-paced environments.
- Creative and strategic thinker.
Estimated salary: $250,000 - $350,000 per annum, based on industry standards and qualifications. Bonus structure aligned with company performance and individual contributions.
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