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Director of Investments

Denville, NJ

Posted: 06/04/2024 Employment Type: Direct Hire Category: Wealth Management Job Number: a0CUm000019z442MAA Location Requirements: Onsite Industry: Financial Services

Job Description

A hybrid broker/dealer investment firm specializing in contrarian-style investments is searching for a Director of Investments to join their team in Denville, NJ! If you have at least 5 years of experience managing portfolios in financial services at an RIA or broker/dealer firm, and you thrive in an environment that values honesty, integrity, and collaboration, we want to meet you. This is your chance to make a real impact with a forward-thinking firm that embraces innovative investment strategies and a supportive team culture. They offer great benefits, including a generous PTO policy, unlimited sick time, work-life balance, growth opportunities and much more!

Salary Range: $100,000 - $150,000 / year DOE

Director of Investments Requirements:

  • 5-10 years of experience in financial services (RIA or broker-dealer) in a similar role managing portfolios
  • Bachelor s degree
  • Advanced Excel skills (pivot tables, VLOOKUPs, and macros required).
  • Willingness to pursue CFA certification
  • Series 7 and 63 licenses is preferred
  • CFA is highly preferred

Director of Investment Responsibilities:

  • Create and maintain financial models
  • Conduct 2-3 investment meetings per week with fund managers
  • Monitor and recommend portfolio changes
  • Execute trading, rebalances, and tax loss harvesting
  • Adjust portfolios for significant gains during rebalances
  • Communicate with clients and conduct monthly market education meetings for the team
  • Perform trades quarterly, primarily tweaking small-cap investments and reducing emerging markets exposure


  • Medical and Dental insurance
  • 401K plan with safe harbor match
  • Profit sharing
  • Unlimited sick days
  • PTO increasing with years of service from 15 up to 25 days
  • 10 paid holidays
  • Family-oriented, flexible, and focused on work/life balance

To find out more about what this amazing position has to offer you to grow your career, apply now!


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About Denville, NJ

Ready to take the next step in your career? Explore job opportunities in and around Denville, New Jersey! Nestled in the heart of Morris County, just a short drive from New York City, this beautiful area offers a perfect blend of suburban charm and urban convenience. With easy access to major highways and public transportation, Denville provides an ideal location for professionals seeking growth and opportunity. Surrounded by picturesque parks like Tourne County Park and a vibrant arts scene with galleries such as ART629, Denville boasts a unique culture that is hard to resist. Indulge in the town's diverse culinary scene at local favorites like Delizia Pizza Kitchen or kick back and catch a show at the Morris Museum or Mayo Performing Arts Center. Don't miss out on joining the thriving workforce in this dynamic region – start your job search today!
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