Director, Asset Management

Director of Asset Management

About Us

We are a leading financial services and business management, family office firm serving high-net-worth and ultra-high-net-worth clients. Our focus is on delivering comprehensive financial planning, investment management, and strategic advisory services with a client-first mindset.

We are looking for an accomplished Director of Asset Management to lead our investment and financial planning division. This executive will oversee portfolio strategy, build and mentor a top-tier team, and ensure exceptional service delivery across our client base.

What You’ll Do

• Lead and expand the asset management division, including portfolio design, investment strategy, and risk oversight.
• Build and manage a high-performing financial planning and investment team, fostering a culture of excellence and accountability.
• Drive growth by developing strategies to attract, retain, and expand client relationships.
• Ensure compliance with all regulatory standards and maintain a clean, ethical practice.
• Partner with leadership across the firm to align investment management with client objectives.
• Communicate investment strategies and financial planning solutions with clarity and impact, both in writing and in person.

 What We’re Looking For 

• Licensing: Must hold all required financial services licenses (FINRA Series 7, 63/65 or 66; CFP and/or CFA strongly preferred).
• Experience: 10 years in asset management with at least 5 years in a leadership role.
• Track Record: Demonstrated success in building and scaling teams within financial planning and asset management.
• Leadership: Accomplished leader with the ability to inspire, coach, and retain top talent.
• Communication: Outstanding written and verbal communication skills.
• Location: Must reside in the Los Angeles area.
• Compliance: Must have a clean IAD (Investment Adviser Disclosure) record.

Why Join Us

• Competitive executive compensation package (salary, performance incentives, and equity/bonus potential).
• Comprehensive benefits including health, retirement, and wellness programs.
• Opportunity to lead a high-impact division within a respected and growing firm.
• Collaborative, client-focused culture with long-term 

What We Offer

• A collaborative, team oriented working environment
• Exposure to unique projects in a variety of industries
• Opportunities to contribute ideas and propose solutions alongside industry leading experts 
• Competitive salary and benefits
• Encouraged work/life balance, including generous time off policies

At Tri Star, you will have the opportunity to work in fast-paced, ever evolving environment with dedicated professionals. As an integral part of our team, you help drive the company’s success and help bring our client’s vision to life, while having support to develop your skillset and grow professionally. If you thrive in high-pressure situations and are passionate about providing white glove service to clients, we would love to hear from you.

Tri Star Core Values

PERFORMANCE:                We provide clients with excellent reporting and service

HONESTY & INTEGRITY:     We are transparent and accountable, always being truthful to staff and clients

TEAMWORK:                      We actively participate in group discussions, tasks, and projects

COMMITMENT:                   We are dedicated to our roles within Tri Star, the core values of the firm and the clients

TECHNOLOGY:                  We seek to capitalize on innovative technologies and contribute to positive change in the firm

The salary offered to an applicant will be based on individual qualifications, skills, experience and education. The pay range is subject to change at any time based on various internal and external factors. This position is also eligible for performance-based bonuses and competitive benefits.