What are the responsibilities and job description for the Managing Director position at Selby Jennings?
Location: Boston, MA
A leading global investment advisory and portfolio management firm is seeking a Managing Director to join its Private Client team. This individual will play a key leadership role in overseeing sophisticated multi-asset class portfolios for ultra-high-net-worth families and family offices, while serving as a trusted advisor to clients and helping drive business growth. Client relationships range from approximately $100 million to several billion dollars in assets.
Key Responsibilities:
- Lead the management and oversight of customized investment portfolios for private clients.
- Develop investment strategy, asset allocation recommendations, and portfolio construction decisions across public and private markets.
- Serve as a trusted advisor to clients, family offices, boards, and investment committees.
- Conduct investment manager due diligence, selection, and ongoing monitoring.
- Partner with business development teams to support client acquisition and relationship growth.
- Mentor and develop junior investment professionals while contributing to a high-performance team culture.
Qualifications:
- Bachelor's degree required; MBA and/or CFA preferred.
- 12-15 years of investment management experience within an investment firm, institutional investor, OCIO platform, or family office.
- Deep expertise in asset allocation, portfolio construction, manager research, and capital markets.
- Experience advising sophisticated ultra high-net-worth families, family offices, or institutional clients.
- Strong relationship management, communication, and presentation skills.
- Established network within the family office and broader investment community preferred.
Salary : $295,000