Director, Investments and Client Strategy, New York

Are you passionate about investment strategy and advisory services? Alaant Workforce Solutions is proud to partner with an industry leading Benefit and Retirement Advisor firm in NYS. This is a dynamic opportunity for an investment professional to lead advisory efforts for a growing book of business across retirement and institutional clients.

Hours and Benefits for the Director, Investments and Client Strategy:

$120,000 - $130,000 per year

Remote work option within NYS, with regular travel to clients and corporate office

4 Weeks’ Vacation plus 12 paid holidays, 3 personal days and 12 sick days

80% Employer Paid Medical, Dental and Vision benefits

Up to 10% Employer contributions to 401(k)

Responsibilities for the Director, Investments and Client Strategy:

Lead investment advisory services for defined contribution retirement plans (401k, 403b), defined benefit plans, and institutional clients.

Manage the full investment lifecycle including fund selection, due diligence, performance oversight, compliance with Investment Policy Statements, and reporting.

Deliver investment insights through presentations, written commentary, and client communications; support new business development by partnering with sales on proposals and presentations.

Utilize platforms such as Broadridge Fi360 and Orion for investment monitoring, reporting, and lineup tracking.

Requirements for the Director, Investments and Client Strategy:

5+ years’ experience in retirement and investment advisory services, with strong knowledge of industry regulations and trends.

Bachelor’s degree in Finance, Economics, or related field required

Active FINRA Series 7, Series 66 or 65, and SIE licenses required (CAIA designation or interest is a plus)

Proficiency in Microsoft Office (especially Excel and PowerPoint)

Experience with Fi360 and Orion strongly preferred.

For more details on this role contact:

Alex Cosmer (he/him), Sr. Talent Acquisition Manager, (url removed) or (phone number removed)

Alaant Workforce Solutions wants all interested applicants to know we hire a diverse workforce and are actively recruiting candidates in accordance with diversity, inclusion and equal opportunity policies.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and onsite meetings/interviews.

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At Alaant we believe in People First! We Care. We Listen & We Support.

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