Director of Investments

About Avid Wealth Partners

Avid Wealth Partners is an independent wealth management firm serving successful entrepreneurs, business owners, physicians and their families.

We advise clients through a comprehensive, highly integrated approach that brings together investment management, tax strategy, estate planning, business planning, risk management and advanced planning. For many of our clients, the work looks more like a family office than traditional wealth management.

Our investment platform is an important part of that broader strategy. We manage complex and often highly taxable portfolios using active and passive strategies, direct indexing, SMAs, alternatives, private investments, fixed income and customized portfolio solutions.

Today, our CEO & CIO leads the investment function. This role will work directly alongside him—adding depth and capacity across research, strategy, portfolio management and communication while continuing to evolve the platform.

The Director of Investments will take significant ownership within Avid's investment function while working closely with our advisory and planning teams.

A major part of this role is the ability to absorb a high volume of research and information from many different sources, determine what actually matters, develop a point of view and turn it into clear strategic recommendations.

We are not looking for someone who simply gathers research or reports what others are saying.

We need someone who can answer:

What matters? What do you think? What should we do about it?

Then communicate that thinking at three different levels:

• CIO: Highly technical, concise and decision-ready.

• Advisors: Translate the strategy, reasoning and portfolio implications so advisors can confidently apply it within the client's broader plan.

• Clients: Make sophisticated investment concepts simple and relevant through meetings, written communication, presentations and video.

• Research & Strategy — Synthesize market research, manager insights, economic data, portfolio analytics and other investment inputs into actionable recommendations.

• Portfolio Management — Monitor asset allocation, risk, exposures and performance across models and client portfolios.

• Manager & Investment Due Diligence — Evaluate funds, ETFs, SMAs, alternatives, private investments, managers and new investment opportunities.

• Integrated Strategy — Work with advisors and planning teams to understand how investment decisions interact with tax, estate, business, risk and other planning strategies.

• Investment Communication — Develop clear market and portfolio communication for the CIO, advisors and clients.

• Implementation — Support portfolio changes, rebalancing, tax-loss harvesting and limited trading activity as needed.

• Investment Process — Help strengthen and scale our research, monitoring, risk controls, technology and investment processes.

• 5+ years of directly relevant experience in portfolio management, investment research or discretionary investment management.

• Experience with in an RIA, institutional asset manager, investment manager or similarly sophisticated investment environment strongly preferred.

• Demonstrated experience researching investments and managers and making portfolio recommendations.

• Strong understanding of portfolio construction, asset allocation, capital markets and portfolio risk.

• Experience evaluating alternative or private investment opportunities is a plus.

• Working knowledge of portfolio implementation, rebalancing and tax-aware investment management.

• Ability to think beyond the portfolio and understand investments within a client's broader planning strategy.

• Exceptional ability to synthesize complex information and communicate it clearly.

• Strong…