Director of Investment Services

Company: The Judson Group
Location: Grand Rapids
Posted on: September 12, 2020

Job Description:

Director of Investment Services | Birmingham, Michigan Reference Number: HRJ6885

Location: Birmingham, Michigan

Judson Group has been retained by a growing RIA in the search for a Director of Investment Services . The DIS will be part of the Leadership Team and will oversee the implementation of strategic initiatives related to structure, process, technology, and organizational capabilities, and will also monitor the investment services day-to-day operations.

Responsibilities:

Monitor the investment services day-to-day operations and implement necessary strategic initiatives to structure, process, systems, and organizational capabilities

Oversee client reporting, back office operations and client experience

Provide insights into the technology and operational workflow to ensure maximum and efficient use of the firm’s resources

Attract, retain, develop, and hold accountable a high-performing investment advisory and advisor support team

Support mergers and acquisitions processes through participation in due diligence

Develop and implement new family office type service offerings for high net worth clients

Build and maintain relationships with executive leadership team, internal departments, and external resource providers

Requirements:

Bachelor’s degree required; advanced degree and/or designations preferred

10+ years’ experience with a family office or RIA

Familiarity with wealth management and personal investments

Experience with CRM, financial planning software, and portfolio accounting software

Organized and detail oriented while managing and prioritizing multiple tasks simultaneously

Compensation:

Competitive compensation and benefits package

Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506

Keywords: The Judson Group, Grand Rapids , Director of Investment Services, Other , Grand Rapids, Michigan