Director, Investment Solutions & Due Diligence

An established industry player is seeking a Director of Investment Solutions and Due Diligence to lead a dynamic team focused on empowering financial advisors. This pivotal role involves overseeing investment product evaluations, developing robust portfolio strategies, and fostering strong relationships with asset management partners. The ideal candidate will bring extensive experience in high-net-worth wealth management and a passion for driving advisor success through innovative investment approaches. Join a culture rich in reinvention and advisor advocacy, where your contributions will significantly impact the financial landscape.

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