We have
been retained by a client who is seeking a Managing Director of Investments for
their new regional office in San Francisco, CA.
The firm was co-founded by two prominent wealth management and
investment principals who joined their private family offices. This is an
exceptional early-stage opportunity with an independent privately-held firm whose
executive leadership is among the most recognized in the industry.
The Managing Director of investments (MDI) will be an “outsourced” regional CIO
for clients. Candidates must have a successful and visible background in consultative
investment management; and he or she must have the entrepreneurial spirit to
help build and lead the region. It is also
crucial that the MDI has a background as a consultative investment advisor
managing UHNW or institutional client relationships. The MDI will be part of a highly
collaborative and collegial multidisciplinary regional team that focuses on
impeccable client service delivery. Cultural
fit is as important as investment qualifications and the MDI must practice
“confidence, not arrogance”.
The
investment focus of this group is delivering a client-first, fully transparent
and aligned investment model, including providing alternative investments
products and direct private investments for their clients. The MDI will
implement, monitor, and maintain investment philosophy for an open-architecture
environment. This will include the
development of the family investment policy, asset allocation, ongoing
performance monitoring and evaluation, and will have extensive face-to-face interactions
with UHNW clients. The MDI should have experience
in public markets, hedge funds, private capital and direct investments.
Experience
and Requirements:
- Minimum of 10+ years of experience in a consultative investment role with demonstrated success in managing relationships with and delivering advice to ultra-affluent clients, business leaders and/or large institutional investors.
- Bachelor’s degree required; CFA designation and/or CAIA preferred.
- Investment advisory experience should include all aspects of the investment management process including objective setting, asset allocation and investment policy, strategy, implementation, and on-going monitoring and evaluation
- Possess a deep understanding of complex investment solutions including absolute return strategies, private capital funds, real estate and direct investments
- Experience in managing relationships with sophisticated and demanding individuals and/or fiduciaries with complex needs
Demonstrated
experience in contributing to business development
For
confidential consideration please forward your resume to jeannie@rmgassociates.com. Candidates who meet the criteria may call
Buzz Bray for a confidential discussion at 206-402-3401.
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