Associate Director of Investments jobs in United States
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Claire Myers Consulting · 1 week ago

Associate Director of Investments

positionWellesley, MA
timeFull-time
remoteHybrid
senioritySenior Level
money$110K/yr - $135K/yr
date5+ years exp

Claire Myers Consulting is a boutique wealth management firm with over 20 years of history serving sophisticated, tax-sensitive clients. They are seeking an Associate Director of Planning & Investments to join the team in a succession-track role, responsible for managing investment portfolios and contributing to comprehensive financial planning.

ConsultingHuman ResourcesRecruiting

Responsibilities

Support and increasingly co-manage investment portfolios for tax-sensitive clients
Implement and monitor model portfolios using a model-based investment platform
Execute rebalancing, transitions, and ongoing portfolio maintenance
Identify and implement tax-loss harvesting, asset location, and gain management strategies
Contribute to comprehensive financial planning, including:
Tax-aware planning
Buy-sell agreements and business owner planning
Concentrated stock and liquidity strategies
Prepare analyses and materials for client meetings
Collaborate with advisors on complex planning and investment decisions
Grow into increased ownership of planning and investment leadership over time, including strategy development and implementation

Qualification

Wealth management experienceTax-sensitive portfolio managementTax-loss harvestingCFP® certificationSeries 7Analytical skillsDesire for leadershipClear communication

Required

5–8+ years of experience in wealth management or a boutique advisory environment
Strong experience working with taxable portfolios and tax-sensitive clients
Working knowledge of tax-loss harvesting, asset location, and business owner planning
CFP® required or actively pursuing (CFA or similar credentials welcome)
Series 7 and 66 (or willingness to obtain)
Strong analytical skills with the ability to communicate clearly
Desire to grow into a senior planning and investment leadership role
Based in or able to commute to Central Massachusetts

Company

Claire Myers Consulting

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Claire Myers Consulting offers HR services, including talent acquisition, coaching, and consulting for SMBs.
dateFounded in 2017
location
Sonoma, California, USA
people-size2-10 employees
web-link
http://www.clairemyersconsulting.com

Funding

Current Stage
Early Stage

Leadership Team

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Claire M. Vitale
Founder
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