Director, Investment Strategy

Director, Investment Strategy

Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial a trusted institution with a 149-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals.

We're hiring a Director, Investment Strategy to join our Wealth Management Administration Team in King of Prussia, PA.

Responsibilities

Accountable for communicating the firms investment strategy process profile and results to sophisticated high net worth and institutional clients, consultants, and prospects as a resource to the relationship alongside a primary relationship manager.

Work with the investment research team to interpret positioning related to all asset classes under coverage (equities, fixed income, real estate, alternatives, etc.)

Develop and enhance presentations alongside relationship manager team(s) to present investment strategy and results to external parties and internal business partners for existing clients, consultants, and prospects.

Creates insightful and timely thought initiative pieces such as papers, presentations, and other media for specific strategies.

Assist in developing firm-wide views on the subject matter as well as guiding formal recommendations on asset allocation and portfolio positioning for clients and prospects.

Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.

Perform other duties as assigned.

Qualifications

Experience working as a relationship manager or client portfolio manager with high-net-worth institutional consulting clients and prospects.

Experience in the direct development of an investment strategy and a strong comprehension of various approaches to accomplish the numerous goals of a client portfolio.

Excellent written and verbal communication skills are a core component of this position.

Roles at this level typically require a university or college degree.

Industry relevant experience is typically 8+ years. Specific certifications are desirable such as a CFA, CFP, or similar designation. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Wage Range : The salary for this position starts at $100,000.

Benefits Overview :

• Health Insurance : Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan : Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO) : 25 days annually (prorated your first year)
• Short Term Disability : 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off : 11 paid holidays
• We offer company paid life insurance : as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs : including fitness club discounts and fitness tracker discounts / annual reimbursement
• Discounts : on loan products
• Professional development trainings

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.