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Senior Investment Director - Lead HNW Client Portfolios
Job in
Bensalem, Bucks County, Pennsylvania, 19020, USA
Listed on 2026-07-08
Listing for:
Waldron Private Wealth
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
A financial services firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth clients. This role involves managing investment functions, developing portfolio strategies, and contributing to due diligence processes. Candidates should have a strong background in investment management and excellent communication skills. Leadership in decision-making regarding investments is crucial for success in this position.
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Position Requirements
10+ Years
work experience
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