Director of Investment Planning
$90K - $130K, based on experience
We are seeking a Director of Investment Planning for a pivotal role within a financial services firm in Syracuse, NY. This position offers excellent growth opportunity, outstanding benefits, and a supportive environment.
What You’ll Do:
- Lead investment strategy and planning efforts, staying ahead of market trends
- Collaborate with wholesalers, fund managers, and make informed recommendations on new funds
- Provide investment guidance from large-scale client holdings to individual 401K advice
- Meet weekly with the investment policy committee and report models to the board
- Contribute to the investment newsletter, showcasing strong writing skills
- Work in a close-knit office covering both investments and benefits
What We’re Looking For:
- Proven leadership in investment planning
- Expertise in asset allocation, risk management, and market research
- Ability to advise on a wide range of investment strategies
- Excellent written communication skills
- CFA strongly preferred
- Strong work history with longevity in previous roles
Ready to take the next step in your investment career? Send your resume to itjobs@cpsrecruiter.com for immediate consideration.
CPS Recruitment is an EOE.
