Description
The Director will lead the Defined Contribution (DC) Solutions offering, with responsibility for business growth, client delivery, and investment outcomes.
This role combines strategic leadership with hands-on execution across investment strategy, portfolio design, and client engagement.
Key Responsibilities:
Business Leadership & Strategy:
- Own and lead the DC Solutions business, including overall strategy, growth, and execution
- Serve as a senior subject matter expert across a broad range of DC topics
- Develop and articulate market views, portfolio positioning, and investment insights
- Oversee and contribute to research, innovation, and thought leadership
Investment Strategy & Implementation:
- Lead custom glide path design
- Oversee core investment menu construction
- Partner with portfolio managers and research teams
- Conduct manager due diligence including quantitative screening
- Enhance investment processes using data and technology
Client Engagement & Delivery:
- Lead client relationships and act as a trusted advisor
- Provide investment advice and/or discretionary services
- Communicate strategies and performance clearly
- Prepare client presentations and materials
- Coordinate reporting and deliverables
Business Development:
- Drive business development efforts
- Support pitches, proposals, and RFP responses
- Align investment messaging with client needs
Collaboration & Execution:
- Partner with internal teams and stakeholders
- Lead cross-functional collaboration
- Build strong relationships internally and externally
Qualifications:
- 10+ years of experience in asset management, trust banks, or broader financial services, preferably with exposure to multi-asset, portfolio solutions, or investment strategies
- Strong communication skills with the ability to simplify complex investment concepts for different audiences
- Commercial mindset with an interest in client engagement and business development
- Strong investment knowledge and curiosity across financial markets (rates, equities, FX, or multi-asset)
- CFA / CMA/ FRM (or progress towards qualifications)
- Familiarity with tools such as Bloomberg and Excel
- Experience with data analysis, automation, or coding (e.g., Python)
- Facility with AI models and tools
Benefits:
- Salary range: USD$210,000.00 - USD$270,000.00
- Annual discretionary bonus
- Healthcare, leave benefits, and retirement benefits
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)