Director of Investments & Equity Management

Cerity Partners' Norfolk wealth management practice oversees approximately $4 billion in client assets, and we're looking for a Director of Investments & Equity Management to lead the Norfolk practice’s investment function that sits at the heart of it. This is a highly visible, senior leadership role for an experienced equity portfolio manager who wants to run their own quantitative model, build and mentor a talented investment team, and be the trusted voice on strategy for advisors, colleagues, and clients across the practice.

• Lead investment strategy for a $4 billion practice, with direct ownership of a quantitative equity model and the team that runs it.
• Serve as the primary link between the Norfolk practice and the firm's Investment Committee, with a seat at the table on firmwide strategy.
• Build meaningful, direct relationships with senior investment professionals, advisors, colleagues, and clients — shaping how investment strategy is understood and acted on across the practice.

As Director of Investments & Equity Management, you'll direct the investment management function for the Norfolk practice's approximately $4 billion in assets under management. You'll lead the practice's investment team, maintain active management of a quantitative equity model with a fundamental overlay, and oversee its implementation across several thousand client accounts — including custom adjustments and tax-sensitive considerations. You'll also serve as the primary point of coordination between the Norfolk practice and the firm's Investment Committee, and communicate investment strategy and portfolio positioning across a broad range of constituents, including senior investment professionals within the firm, the advisor community, colleagues within the practice, and clients.

• Oversee and direct all investment management processes for the Norfolk practice's approximately $4 billion in assets under management.
• Manage, develop, and mentor the practice's investment team.
• Coordinate and align the practice's investment strategies with the firm's Investment Committee.
• Maintain active management and ongoing refinement of a quantitative equity model with a fundamental overlay.
• Direct implementation of the equity model across several thousand client accounts.
• Evaluate and apply custom adjustments to model implementation to address client-specific circumstances and objectives.
• Apply tax-sensitive judgment to model implementation, including consideration of cost basis, tax-loss harvesting, and account-specific constraints.
• Communicate investment strategy, positioning, and performance to senior investment professionals within the firm.
• Partner with the advisor community across the firm to translate investment strategy into client-facing guidance.
• Present investment updates, strategy, and portfolio positioning to colleagues within the practice.
• Engage directly with clients to communicate investment strategy, performance, and portfolio changes.
• Monitor markets, model performance, and portfolio risk on an ongoing basis.
• Assist with various other projects as needed.
• Follow firm policies and procedures, including all compliance policies as outlined by the company.

• A minimum of seven years of experience managing equity portfolios, with experience running quantitative equity models with a fundamental overlay.
• Experience implementing investment strategies across a large book of client accounts, with the ability to apply custom, client-specific adjustments.
• A strong understanding of tax-sensitive portfolio management, including cost basis and tax-loss harvesting considerations.
• Experience managing or mentoring an investment team.
• A demonstrated ability to coordinate investment strategy with…