Client Investment Director - Chartered Financial Analyst (CFA)

Recruiter
CFO Systems Search & Staffing
Location
Omaha, Nebraska, United States
Salary
USD 150,000.00
Posted
23 Oct 2020
Closes
24 Oct 2020
Ref
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Experience level
Director
One of the most successful wealth advisory firms in the area seeks a CFA to build, develop, and lead their client portfolio analysis efforts. Client base is highly concentrated in high net worth individuals and entities. You will be the leader in developing portfolio models and investment strategies, monitoring economic and market changes and providing recommendations and guidance, develop thought leadership communications, ...and much more.

We seek a "take charge" CFA to lead the investment committee, lead the investment operations group, become the trusted confident face of analysis to the clients. You will be charged with building out a team and providing leadership and mentorship while creating a "best in class" function.
To learn more please call Steve Getzfrid at 402-983-8888; or email your resume to sgetzfrid@cfos3.com .