Waldron Private Wealth (Waldron) is looking for a Sr.

Director of Investments to oversee and be the direct point of contact for client engagements from an investment capacity.

This individual will manage a team of investments employees who service the needs of high net-worth clients to ensure their needs and expectations are met.

In this role you will:

• Manage the activities and execution of the investment functions for clients with combined AUM up to $1B who are assigned to their team.  Communicate with clients regarding portfolio strategies, performance, and the market environment.


• Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements. Develop and monitor custom portfolio strategies.
• Approve trading and rebalancing recommendations.  Contribute to and provide a sounding board...