What are the responsibilities and job description for the Investments Director position at Alexander Chapman?
Job Title: Director of Investments
Location: Houston, TX
Employment Type: Full-time
Budget: Up to 220k on base bonuses
About Us:
My client is a rapidly growing RIA platform dedicated to providing high-quality investment solutions for advisors and clients. As we continue to scale, we are seeking a visionary and results-driven Director of Investments to lead our investment operations, trading, and research teams.
Role Overview:
Reporting to the Chief Investment Officer, the Director of Investments will oversee all aspects of our investment platform, including trading, billing/audit functions, investment research, and advisor-facing initiatives. This is a senior leadership position requiring both strategic vision and hands-on execution.
Key Responsibilities:
- Lead and oversee all trading and investment operations.
- Build, mentor, and manage the investment research team.
- Supervise equity SMA and options overlay programs, asset allocation strategies, and portfolio construction.
- Oversee billing and audit operations to ensure accuracy and compliance.
- Collaborate with advisors and clients, providing clear insights and market commentary.
- Drive innovation in systems, reporting, and investment programs across the platform.
Qualifications:
- Proven leadership experience managing an investment platform at a mid-sized RIA.
- Direct experience working with independent advisors.
- Strong track record in asset allocation strategies and investment operations.
- Hands-on proficiency with Orion, Black Diamond, or similar PMS; Schwab or similar custodial platforms; advanced Excel skills.
- Familiarity with Bloomberg or FactSet is a plus.
- Exceptional communication skills and ability to instill confidence in advisors, clients, and internal teams.
Salary : $220,000 - $250,000