Apply on Employer Site

TalentRemedy · 1 week ago

Director of Investment Services

DC-Baltimore Area

Full-time

Onsite

Director/Executive

TalentRemedy is an established, growth-driven financial services firm in the Greater Washington, DC region seeking a high-impact Director of Investment Services to elevate its investment platform and deliver exceptional value to clients. The role involves leading investment operations, influencing firm strategy, and enhancing client experiences while managing a team of advisors.

ConsultingOutsourcingRecruitingStaffing Agency

Hiring Manager

Kathryn Hines

Responsibilities

Manage firm investment models and oversee ongoing allocation updates across the book of business

Lead high-level investment service functions, including:

Trades

Account transfers

Reporting and recordkeeping

Partner with advisors to enhance client experience and support sales growth

Supervise case preparation and ensure advisors are fully equipped for client meetings

Oversee preparation and processing of all new business

Maintain up-to-date insurance and securities product knowledge

Lead creation of investment hypotheticals, insurance illustrations, asset allocation tools, and customized client presentations

Ensure accurate preparation of forms, applications, and investment reviews

Manage compliance documentation and keep all forms and licenses updated

Maintain and consistently update CRM data to support proactive outreach and service

Uphold firm procedures and deliver timely, accurate documentation for all client activity

Qualification

Series 7CFACFP certificationInvestment operations leadershipFinancial operations backgroundMS WordExcelPowerPointClient-facing skillsTech-savvyHighly organizedCommunicationSelf-motivatedEffective team player