Director of Investments

AVID Wealth Partners is a fast-growing, independent wealth management and financial planning firm headquartered in San Antonio, Texas. AVID Wealth serves successful entrepreneurs, business owners, physicians and their families through an integrated approach to wealth management that brings investment management, financial planning, tax strategy, business planning and risk management together under one roof.

AVID Wealth is intentionally building something different from a traditional wealth management firm. The team is entrepreneurial, highly collaborative and focused on continuous improvement. AVID Wealth’s culture is built around taking action, challenging the status quo, solving difficult problems and delivering exceptional outcomes for clients. For professionals who want to make an impact, grow with a firm and have a meaningful voice in how the investment platform evolves, this is an opportunity to be part of something being built—not simply maintain what already exists.

The Director of Investments will play a key role in AVID Wealth Partners’ continued growth and evolution of its investment platform, serving as a trusted resource to advisors, clients and firm leadership. Partnering closely with the Chief Investment Officer (CIO), this position leads investment research, portfolio construction, portfolio management, trading, manager due diligence and ongoing investment strategy. AVID Wealth is looking for an investment professional who can go beyond consuming research—someone who can quickly separate signal from noise, identify what truly matters and translate a high volume of daily investment information into clear, actionable recommendations for the CIO.

The Director of Investments will evaluate market trends, portfolio risk and investment opportunities while helping shape investment strategy and accelerate decision-making. This is an opportunity to have a meaningful voice in a growing, entrepreneurial wealth management firm, work closely with senior leadership and help strengthen AVID Wealth’s investment platform. Success requires exceptional analytical judgment, communication and leadership skills, along with the ability to turn complex information into practical insights and build strong relationships across the firm.

• Health, dental and vision insurance; group life and LTD insurance
• Paid time off and paid holidays
• Professional development support, including assistance with licensing, designations and continuing education
• CFA Charter holder, MBA in Finance from an accredited university with a strong finance program or Chartered Market Technician (CMT)
• Five or more years of experience in investment research, portfolio management or discretionary investment management, preferably with an institutional investment manager or a registered investment advisor (RIA)
• Demonstrated experience conducting investment research, evaluating investment managers and strategies and making portfolio recommendations based on sound analytical judgment
• Strong knowledge of portfolio construction, asset allocation, manager research and capital markets
• Ability to interpret and communicate complex investment concepts, portfolio strategies, and market conditions effectively to advisors, clients and other stakeholders
• Excellent written and verbal communication skills
• Strong analytical, organizational, and problem-solving abilities with exceptional attention to detail and accuracy
• Proficiency with Microsoft Office applications, particularly Excel, and the ability to quickly learn and effectively utilize investment technology platforms
• Experience using institutional investment research, portfolio analytics, and trading platforms such as Morningstar Direct, Bloomberg, Fact Set, Orion, Advyzon, or similar systems
• Experience supporting Investment Committee activities, developing investment policy or portfolio strategy, or contributing to investment commentary, market insights, or other thought leadership initiatives
• Valid driver license with acceptable driving record
• Leads ongoing research and due diligence on securities, managers, funds, ETFs, separately managed accounts (SMAs),…