Market Investment Executive

Laterally
Any Location, CA
Category Operations
Job Description
Role Overview

The Market Investment Executive oversees the expansion of investment business for high net worth clients, serving as the market's chief investment officer and developing customized investment strategies.

What You Will Do

Developing investment strategies, expanding business, delivering investment management services, risk management, compliance, coaching, and developing investment talent.

Why It Might Be a Fit

Ideal candidate has 7-10 years of leadership experience in investment management, excellent management and communication skills, and a proven track record as a team builder.

Requirements

  • 7-10 years of proven leadership experience in an investment management environment
  • Bachelor's degree in a business-related area
  • MBA or CFA highly preferable

Benefits

  • Industry-leading benefits
  • Paid time off
  • Annual discretionary plan
  • Discretionary incentive eligible
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