Job summary
Job post source
This job is directly from Wealth Enhancement
Job overview
The Director of Investment Manager Research at Wealth Enhancement leads investment due diligence and research on third-party investment products, overseeing a team and contributing to key investment committees to support client financial planning.
Responsibilities and impact
The role involves conducting detailed research and due diligence on various investment products, managing and developing a team of portfolio managers and analysts, preparing investment reports and presentations, leading special projects, and collaborating with other investment directors and teams.
Compensation and benefits
The base salary range is $180,000 to $220,000, with eligibility for corporate bonuses and comprehensive benefits including medical, dental, vision, 401k with match, paid time off, parental leave, and professional development opportunities.
Experience and skills
Candidates should have a Bachelor's degree in business, finance, or related fields (Master's and CFA preferred), 10+ years of investment and financial product analytics experience, relevant licenses (Series 7, 66, Insurance), proficiency in Microsoft Office, FactSet, Bloomberg, strong communication skills, and ethical standards.
Career development
The company offers training and professional development opportunities, tuition and credential reimbursement, and career growth through leadership of investment teams and participation in multiple investment committees.
Work environment and culture
Wealth Enhancement values ethical behavior, teamwork, and a positive solution-focused attitude, providing a supportive environment with work/life balance and wellness programs.
Company information
Wealth Enhancement is an independent wealth management firm founded in 1997, serving over 80,000 households with personalized financial planning and investment management from over 140 offices nationwide.
Team overview
The Director will oversee a team of Senior Portfolio Managers, Portfolio Managers, and Analysts, working closely with Portfolio Consulting and Advisor teams as well as other investment directors.
Unique job features
The role includes leadership in multiple investment committees and involvement in complex investment due diligence across diverse asset classes, offering a high level of responsibility and influence in investment decisions.
Company overview
Wealth Enhancement Group is a financial services firm that specializes in providing comprehensive financial planning and investment management solutions. They generate revenue through advisory fees, financial planning services, and investment management for individuals, families, and businesses. Founded in 1997, the company has grown significantly through strategic acquisitions and organic growth, establishing a strong presence across the United States. Wealth Enhancement Group is known for its team-based approach, integrating financial advisors, specialists, and technology to deliver personalized financial strategies. Candidates should be aware of the firm's commitment to client-centric service and its emphasis on holistic financial planning.
How to land this job
Position your resume to highlight your leadership experience in investment manager research, emphasizing your ability to oversee due diligence of complex third-party investment products such as ETFs, mutual funds, and alternative investments.
Focus on showcasing your expertise in managing and developing teams, particularly in guiding senior portfolio managers and analysts, and your collaboration skills with portfolio consulting and advisor teams.
Apply through multiple channels including Wealth Enhancement's corporate careers page and LinkedIn to maximize your application visibility.
Connect with current employees in Wealth Enhancement's investment research or asset management divisions on LinkedIn, using ice breakers like commenting on recent market trends they shared or asking about their experience working on the Asset Allocation Committee.
Optimize your resume for ATS by incorporating keywords from the job description such as 'investment due diligence,' 'third-party managers,' 'alternative investments,' 'portfolio management,' and 'investment committees' to ensure your resume passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate multi-channel applications, tailor your resume with relevant keywords, and identify LinkedIn connections to network with, allowing you to focus on preparing for interviews and refining your value proposition.
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