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Wealth Management - Director of Investment Manager Research
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Full-time
- NexWealth, a multi-family office, is currently seeking a Director of Investment Research with a Chartered Financial Analyst® (CFA) designation that meets the criteria below.
- This individual will work directly with high-net-worth clients and their outside advisors to help achieve their financial goals.
- Working as part of a multi-family office team, you must possess superior communication skills and attention to detail, as well as a relentless intellectual curiosity and drive to excel at the highest level in delivering the best service to our clients.
- 7+ years’ experience conducting investment manager due diligence
- 7+ years’ experience as a client-facing research analyst
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