Director of Investments

Hyannis Rt132 Banking Ctr
1550 Iyannough Road
Hyannis, MA 02601, USA

• Pay or shift range: $ USD to $ USD

  The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Salary Grade: 24

SUMMARY:

The Director of Investments supports the Chief Investment Officer (CIO) in overseeing the investment management function for the trust department. The role blends portfolio management, research leadership and daily investment operations.

The incumbent will serve as a senior investment leader responsible for day-to-day oversight of investment portfolios, and responsible for the management and development of the broader investment team. Reporting to the Chief Wealth Management Officer (CWMO), the Director of Investments in conjunction with the CIO and Director of Research is responsible for the development, execution, governance, and continuous evolution of the organization's investment philosophy, portfolio management framework, and investment platform.

The Director of Investments will help lead the team in creating and developing diversified portfolios to meet customized client objectives, provide mentorship and leadership of the investment team and partner closely with the Financial Advisor, Trust, and Operations teams to deliver consistent investment solutions that align with client objectives, fiduciary responsibilities, regulatory requirements, and the Bank's long-term strategic vision.

The Director combines deep investment acumen with strong leadership, relationship management, and exceptional communication skills to support the portfolio management function of approximately $2 billion in assets under management.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:

• Manage a select book of investment management relationships while maintaining primary focus on departmental leadership and investment oversight.
• Serve as a primary investment contact for assigned relationships, communicating portfolio strategy, investment performance, market conditions, and recommended changes to clients and internal relationship partners.
• Participate in client review meetings and collaborate with Wealth Officers and Financial Advisors to provide coordinated wealth management solutions.
• Identify changes in client circumstances, objectives, or financial needs that may require modifications to investment strategy or broader Wealth Management services.
• Model the department's portfolio management standards and best practices through direct management of assigned relationships, providing a practical example and resources for other members of the investment team.
• Contribute to the development and execution of the department's overall investment philosophy, portfolio construction methodology, and strategic direction.
• Monitor approved investment platform, including equity, fixed income, mutual funds, ETFs, alternative investments, and other investment vehicles.
• Monitor capital markets, economic trends, interest rates, and geopolitical developments to guide investment strategy and tactical portfolio positioning.
• Provide thought leadership regarding asset allocation, portfolio construction, manager selection, and risk management.
• Partner with CIO/CWMO to Establish investment standards and best practices that promote consistency across the organization.
• Working with CIO/CWMO Evaluate new investment products, strategies, and technologies that enhance client outcomes and operational efficiency.
• Provide oversight of portfolio management activities across fiduciary and investment management relationships.
• Ensure portfolios are managed in accordance with client objectives, governing documents, fiduciary obligations,…