Director of Investments

Director of Investments

Houston, TX

Direct Hire

$250-350k

*Position is mostly onsite with work-life flexibility

Kelly is seeking a Director of Investments to work with our client, a rapidly growing mid-size RIA firm, on a direct hire basis. This is a great senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute while overseeing and driving operational and strategic functions.

The Director of Investments will:

• Report to the Chief Investment Officer
• Build, guide, and manage the investment research team (7 direct reports)
• Supervise and optimize the options overlay program
• Supervise the equity SMA program
• Oversee asset allocation strategies across client portfolios
• Provide strategic input on portfolio construction, risk management, and performance monitoring
• Manage held-away assets integration and oversight
• Serve as a trusted resource for advisors and clients, capable of explaining complex strategies in a clear and approachable way
• Produce and contribute to market commentary, providing thought leadership on market trends and firm positioning
• Collaborate with marketing to produce investment-related materials for client and advisor use
• Manage, mentor, and grow the trading and research teams
• Partner with leadership to expand and refine unique, proprietary investment programs
• Drive innovation in internal systems, reporting, and investment solutions

Qualifications:

• Previous leadership experience managing an investment platform at a mid-sized RIA
• Direct experience working with independent advisors
• Strong track record managing asset allocation strategies and investment operations
• Proven people management experience with ability to build and inspire teams
• Hands-on experience with:
• Orion, Black Diamond, or similar portfolio management systems
• Schwab or similar custodial platforms
• Microsoft Excel (advanced proficiency)
• Familiarity with Bloomberg or FactSet (not required but highly advantageous)
• Demonstrated ability to balance strategic vision with operational execution
• An entrepreneurial, growth-minded leader with strong drive and initiative
• Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams
• Brings a proven history of scaling investment programs and building operational excellence

Benefits:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• Dental Insurance
• Vision Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• Events, Awards, Activities
• And more!

Interviews are happening now! If qualified and interested, please apply to this posting ASAP or directly send your resume to SARP028@kellyservices.com.