Strategic Investment Director

5 days ago


Frisco, Texas, United States Support Full time
Job Description

We are seeking an exceptional Strategic Investment Director to join our team.

About the Role

This is a high-profile position that requires a seasoned investment professional with expertise in strategic asset allocation and portfolio management.

Duties and Responsibilities
  • Leadership Role: Chair the Investment Policy Committee to set the firm's asset allocation as it relates to investment goals and strategy.
  • Portfolio Management: Monitor and oversee the optimal long-term asset allocation targets for Comerica's clients' investment portfolios.
  • Communication: Provide public communication of the asset allocation decisions made by the committee, ensuring the risks accepted align with the corporate risk appetite statement.
  • Investment Strategy: Identify, evaluate, and advocate for overall investment strategies and specific opportunities.
  • Market Analysis: Monitor markets and trends and anticipate risks and opportunities.
  • Business Development: Determine the investment offerings and asset allocations for approximately Assets Under Management and Non-Interest Income.
  • Reporting: Provide weekly, monthly, and quarterly updates to advisors and broader management as well as updates required by significant events in the market and broader economy.
  • Subject Matter Expert: Guide the organization through shifts in investment priorities. This role will serve as the subject matter expert and provide advice and strategic direction to the frontline Investment Strategist within the Personal Wealth region teams.
  • Internal Collaboration: Be a partner to the other Comerica business leaders. Collaborate with them and their business groups to capitalize on business opportunities that are good for the organization.
  • External Partnerships: Work closely with internal and external partners throughout the bank to provide a seamless and consistent message across Wealth Management.
Requirements
  • Proven experience in investment portfolio management and strategic asset allocation.
  • Strong understanding of investment markets and trends.
  • Excellent communication and presentation skills.
  • Able to work effectively in a team environment.
What We Offer

We offer a competitive salary range of $200,000 - $300,000 per annum, depending on experience, plus benefits and opportunities for career growth.



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