Job description

Job Title: Director of Investment Management

Status: Full-Time

Location: Hunt Valley, MD (Hybrid)

Relevant Work Experience: 7+ years of experience in Investment Analysis

Job Category: Financial Services

About us -

Maller Wealth Advisors, located in Hunt Valley, Maryland, was founded with a purpose: to provide our clients with a greater sense of financial security and an unparalleled client experience. By focusing on investment management and financial planning, we help individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy.

About you -

You are passionate about investments and enjoy research and analysis. You are comfortable with presenting investment strategies to and answering questions from clients. You hold a CFA® designation and are Series 7 and 66 licensed. You are one of those special people who can manage and organize detailed projects and follow through on them with accuracy and time sensitivity. You work well with a team and enjoy collaborating with others. You have a growth mindset, are self-motivated, driven to succeed, and are dedicated to learning and developing your craft.

Role Responsibilities –

Investment Research & Analysis

• Research new investment strategies, concepts, and products by staying at the forefront of investment knowledge and third-party investment platforms.
• For new & existing clients, provide the appropriate educational reports based on economic and financial trends for new financial plans and renewal planning meetings.
• Collaborate with investment platform consultants to review their strategies, products, and updates to their platforms.
• Oversight of the Investment Committee, which involves chairing the quarterly meetings.
• Create and maintain client investment models and associated risk and performance metrics.
• Develop and monitor recommended Trade Lists for personal clients and retirement plans.
• Evaluate both publicly traded and private investments.
• Create weighted blended indices for portfolio attribution analysis.
• Ad hoc investment analysis.

Client Portfolio Management/Service

• Analyze new & existing client portfolios for recommended portfolio strategists based on allocation & tax location.
• Build out Investment Proposals and interface with the investment platform consultants, planning analysts, and advisors.
• Provide fee analysis as requested on new and existing clients
• Participate in select client meetings.

Leadership

• Develop an understanding of MWA programs, features, and benefits to ensure that investment products and design are aligned with the firm’s investment philosophy.
• Responsible for fine-tuning MWA’s investment approach, policies, and implementation for recommendations based on asset allocation & location, design, tax strategy, and core principles.
• Partner with external resources (i.e., National Planning Institute, third-party platforms, and managers) to understand how the team can utilize their resources.
• Train on new products and educate the MWA Team on where to utilize in the investment/wealth management process.
• Participate in Quarterly Management Team meetings.

Technology

• Proficiency on the investment platforms for research, analysis, and modeling.
• Stay current & knowledgeable on the reporting tools and reports.
• Master the technology for portfolio analysis, such as yCharts, Morningstar, and other analytical tools – recommend any new software for use in our firm as industry trends change.

Requirements

• 7+ Years of investment analysis experience in a wealth management, financial planning, or related investment firm
• CFA Certification

Preferred Technology Experience:

• Microsoft Office 360 Suite
• Envestnet
• eMoney
• Redtail CRM
• Wealthscape IWS
• yCharts, Morningstar

We offer – A robust compensation and benefits package commensurate with your experience. Opportunities for continued professional growth, community involvement, a positive, professional, and enjoyable workplace, and team.

If you are interested in learning more about this career opportunity, please send your resume to Mary.Goles@LFG.com.

Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors. Registered associates of Maller Wealth Advisors are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

CRN-5620254-041223

Job Type: Full-time

Pay: $100,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Cockeysville, MD 21030: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Investment Analysis: 7 years (Required)

License/Certification:

• CPA (Preferred)

Work Location: Hybrid remote in Cockeysville, MD 21030

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