The Stellarix Group, a MassMutual Firm · 1 week ago
Investment Director
Denver, CO
Full-time
Onsite
Mid, Senior Level
$100K/yr - $150K/yr
7+ years expThe Stellarix Group is seeking an experienced and strategic Investment Director to enhance advisor connectivity and optimize investment strategies. This role involves guiding advisors in developing investment strategies, providing market insights, and supporting revenue growth through strategic partnerships.
Financial Services
Responsibilities
Advisor Connectivity & Resource Alignment: Act as a bridge between advisors and home office resources, ensuring they have access to the tools, insights, and partnerships necessary for success
Investment Strategy & Management: Guide advisors in developing and implementing investment strategies that drive Net flows, GDC growth and Revenue
Market Insights & Trend Analysis: Provide ongoing research and insights into market trends, helping advisors implement informed investment decisions
Training & Development Support: Equip advisors with knowledge on investment solutions, risk management, and portfolio construction through structured training and ongoing support
Revenue Growth & Business Development: Identify opportunities to enhance revenue generation through optimized investment solutions and strategic partnerships and provide a weekly report on results and forecasts
Client Engagement & Relationship Management: Support advisors in developing tailored investment strategies that strengthen client relationships and improve outcomes
Expansion: Assist in identifying high GDC producers and teams to strengthen the firm’s investment capabilities. Complete understanding of the WEAR GDC Loan Program from the home office
Fee-Based Planning Advocacy: Promote fee-based planning among existing advisors and integrate it into new advisor onboarding and training
Reporting on Net Flows in your area to the General Agent and the Leadership Team
Regulatory Compliance & Best Practices: Ensure advisors align with industry regulations, compliance requirements, and firm policies
Qualification
Preferred
Must have Life and Health Licenses, Series 7 and 63/65 or 66. Series 24 preferred
Bachelor's degree in finance, Economics, or related field (MBA or CFA preferred)
7+ years of experience in investment management, financial advisory, or business development roles
Strong understanding of financial markets, investment products, and revenue growth strategies
Experience working closely with financial advisors and supporting business development initiatives
Proficiency in financial modeling, portfolio analysis tools, and investment research platforms
Excellent leadership, communication, and presentation skills
Benefits
Paid Holidays
Quarterly Bonus based on Net New Flows to the firm
Benefits available through Stellarix Company Benefits
Annual Reviews held in March of following year
Company
The Stellarix Group, a MassMutual Firm
The Stellarix Group is a premier financial services firm and proud MassMutual agency with over a century of legacy rooted in the Rocky Mountain region — reimagined for the future.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase