Investment Director

beBee Careers is seeking an Investment Director in St Paul, MN, for a senior portfolio management role. Responsibilities include developing investment strategies, fostering client relationships, and delivering investment advice. Candidates should have a relevant degree, CFA certification preferred, and at least ten years of experience in financial services. The position requires travel 4-6 nights per month and offers a full-time schedule.
Senior Portfolio Management Position

This is an exciting opportunity to join our team as a senior portfolio manager and drive client growth. As a key member of our team, you will be responsible for leading client relationships, developing strategic partnerships, and delivering high-quality investment advice.
Key Responsibilities:
• Develop and implement investment strategies that meet client goals and risk profiles.
• Foster strong relationships with clients through clear communication and timely updates.
• Collaborate with clients to understand their financial objectives, time frames, and risk profiles.
• Maintain technical knowledge and professional certifications to deliver exceptional results.
• Assist in implementing investment techniques with clients and advisors.
Requirements:
• Bachelor's or master's degree in Business or a related field and CFA certification preferred.
• Minimum ten years' experience in the financial services industry with direct client responsibility.
• Strong working knowledge of investment consulting and high net worth wealth planning techniques.
• Proven track record of consistent business development.
Working Conditions:
• Travel required approximately 4-6 nights per month.
• Moderate periods of sitting utilizing a computer.