Head of Investment Advisory Services

Job Description

Job Description

Saturna Capital Corporation is seeking an exceptional leader to join our Wealth Management team as Head of Investment Advisory Services. The Head of Investment Advisory Services will provide expert leadership, strategic direction, and resources to our Wealth Management team as well as oversee performance, goals, and business strategy. This position will ensure delivery of profitable growth and best-in-class investment advisory services tailored to client objectives and market conditions.

Location : Bellingham, WA

Wage range : $162,000 - $254,000

Essential Job Functions :

• Provide expert guidance in asset allocation, portfolio construction, manager selection, and risk management.
• Create and execute strategies for developing business and achieving the company’s sales goals
• Lead, mentor, and develop a high-performing team of investment consultants and associates, setting performance objectives and ensuring high standards of service.
• Monitor industry trends, customers, and competitor activity, providing strategic feedback to senior leadership.
• Contribute to platform and process improvements, including integration of new products and process automation initiatives
• Oversee administrative work including data entry of new contacts, marketing material, complete expense and weekly reports, and performance reporting.
• Ensure full compliance with fiduciary responsibilities, regulations, and best practices; serve as subject matter expert on compliance issues
• Drive achievement of key business metrics such as assets under management (AUM), revenue, and product penetration rates
• Champion a culture of innovation by identifying and leveraging new technologies, products, and business models to expand the firm’s market position

Position Requirements

Our Employee Benefits package includes :

Founded in 1989, Saturna Capital is an Investment Advisor to twelve mutual funds, a variety of private clients, and pooled investment funds. With an emphasis on sustainability, ongoing education, and overall employee wellness, Saturna aspires to be a best place to work in Bellingham, WA.

We are an Equal Opportunity Employer and a Drug-free Workplace.

We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We use E-Verify.

CA Residents, please see our privacy notice here : https : / / www.saturna.com / privacy -center