Director, Investment Strategy

EOE Statement

As an Equal Opportunity / Affirmative Action Employer, It is the Healthcare Association of New York State (HANYS)’s policy to not discriminate against any employee or applicant for employment because of their race, color, religion, sex, or national origin or because they are an individual with a disability or disabled veteran, Armed Forces service medal veteran, recently separated veteran, or active duty wartime or campaign badge veteran, hereinafter referred collectively as “protected veterans,” or any other characteristics protected under applicable law.

It is also HANYS’ policy to take affirmative action to employ and to advance in employment, all persons regardless of their status as individuals with disabilities or protected veterans, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay, or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

The Healthcare Association of New York State (HANYS) is seeking a Director, Investment Strategy within its subsidiary company, True Plan Benefit and Retirement Advisors (True Plan). True Plan is an industry leader in employee benefits and retirement plan consulting. True Plan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs.

Reporting to the President of True Plan this position will be responsible for the execution of investment advisory services, encompassing due-diligence, investment selection, and ongoing monitoring for a large book of defined contribution (DC) retirement plan clients (401k and 403b plans), and certain non-DC institutional clients. The position holder will also contribute to the business strategy and ensure clear, effective communication of investment advice and commentary to both internal team‑members and external clients and prospective clients.

While the incumbent will be expected to travel throughout NY and to our office in Rensselaer, NY on a regular basis, a remote working environment would be considered within New York State. The salary for this position is between $120,000 and $127,000 annually. Payrate offered will be based on the successful candidate's relevant experience, knowledge, skills, and abilities and in consideration of internal equity.

• Designs and implements a consistent process for comprehensive investment oversight, including fund selection/search, due diligence and ongoing monitoring/reporting to clients, and internally to True Plan associates.
• Performs investment advisory services primarily for DC retirement plans and certain non-DC institutional clients including defined benefit plans (pension plans), corporate assets and similar tax‑exempt entities.
• Communicates and presents investment and capital market information to clients through written commentary and presentations and leveraging a variety of internal and external resources.
• Leads tracking and reporting of client investment lineups in Broadridge Fi360 and Orion systems.
• Assists True Plan's sales group in new business procurement including proposal writing and sales presentations.
• Collaborates with the investment team to ensure high effectiveness in repeatable and defendable selection/monitoring processes for True Plan clients.
• Serves as voting member of the True Plan Investment Committee.
• Coordinates closely with the account management team to maximize client deliverables.
• Ensures compliance with client Investment Policy Statement criteria and initiates potential periodic updates.
• Ensures investment services team conformity with all standards outlined in the compliance manual.
• Leads the search, selection, and decision‑making process concerning investments in the True Plan Mutual Fund Program.
• Maintains cutting edge…