Director Investment Strategy

Job title: Director Investment Strategy in Rensselaer, NY at RedShift Recruiting

Company: RedShift Recruiting

Job description: Job DescriptionJob ID#:4652Job Category:Accounting/FinanceA leading investment advisory firm is seeking a Director of Investment Strategy to join its dynamic team in a hybrid role located near Albany, NY. This leadership position offers the opportunity to shape and oversee a rigorous, client-focused investment strategy process serving institutional clients, including defined contribution and defined benefit retirement plans.Responsibilities of the Director of Investment Strategy will include:

• Develop and manage a consistent, best-in-class process for comprehensive investment oversight, including fund search/selection, due diligence, and ongoing monitoring.


• Provide investment advisory services primarily to defined contribution (DC) retirement plans, as well as defined benefit plans, corporate assets, and other institutional entities.


• Present market insights and investment strategies to clients through written reports and in-person/virtual presentations using internal and external resources.


• Oversee investment lineup tracking and reporting using Broadridge Fi360 and Orion platforms.


• Partner with the sales team to support new business acquisition through proposal development and participation in sales presentations.


• Collaborate with other investment professionals to ensure repeatable, defendable investment processes are implemented for all clients.


• Serve as a voting member of the Investment Committee, helping guide investment decisions and policy updates.


• Coordinate with account management teams to align investment deliverables with broader client service goals.


• Ensure alignment with each client's Investment Policy Statement (IPS), recommending updates as appropriate.


• Uphold all compliance standards as outlined in internal policies and the compliance manual.


• Lead the investment search and decision-making process for mutual fund offerings within the firm's proprietary fund program.


• Stay ahead of industry trends, regulatory changes, and investment innovations to maintain a cutting-edge advisory platform.


• Maintain all required licenses and pursue continuing education, seminars, and conferences to meet FINRA and state regulatory requirements.

• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field required; Master's degree preferred.


• Minimum of 5 years of relevant experience in institutional investment advisory services or private wealth management, with strong understanding of industry regulations and products.


• Active FINRA licenses: Series 7, Series 66 or 65, and SIE required.


• Interest in or pursuit of CAIA designation is a plus.


• Advanced proficiency in Microsoft Excel and PowerPoint.


• Strong interpersonal skills and the ability to build and maintain relationships with both clients and internal stakeholders.


• Exceptional analytical, written, and verbal communication skills, including the ability to distill complex financial topics into clear, actionable guidance.


• Willingness to travel within New York State several times per month for client and internal meetings.


• This is a high-impact role for a strategic thinker who is passionate about investment consulting and ready to contribute meaningfully to both client success and organizational growth.

Expected salary: $120000 per year

Location: Rensselaer, NY

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