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Recently postedFull timeFinance

MD, Investments

Selby JenningsBoston, MA🇺🇸United States

Why this role stands out

This Managing Director role offers a unique opportunity to lead sophisticated investment strategies for ultra-high-net-worth clients within a renowned global firm, fostering impactful client relationships and driving significant business growth. You'll thrive here if you possess extensive investment management experience, a passion for developing junior talent, and a desire to work in a dynamic, hybrid environment. Apply now to leverage your expertise and advance your career in private client advisory.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationBoston, MA, United States
CFADue DiligencePortfolio Management

Job description

Location: Boston, MA

A leading global investment advisory and portfolio management firm is seeking a Managing Director to join its Private Client team. This individual will play a key leadership role in overseeing sophisticated multi-asset class portfolios for ultra-high-net-worth families and family offices, while serving as a trusted advisor to clients and helping drive business growth. Client relationships range from approximately $100 million to several billion dollars in assets.


Key Responsibilities
  • Lead the management and oversight of customized investment portfolios for private clients.
  • Develop investment strategy, asset allocation recommendations, and portfolio construction decisions across public and private markets.
  • Serve as a trusted advisor to clients, family offices, boards, and investment committees.
  • Conduct investment manager due diligence, selection, and ongoing monitoring.
  • Partner with business development teams to support client acquisition and relationship growth.
  • Mentor and develop junior investment professionals while contributing to a high-performance team culture.

Qualifications
  • Bachelor's degree required; MBA and/or CFA preferred.
  • 12-15+ years of investment management experience within an investment firm, institutional investor, OCIO platform, or family office.
  • Deep expertise in asset allocation, portfolio construction, manager research, and capital markets.
  • Experience advising sophisticated ultra high-net-worth families, family offices, or institutional clients.
  • Strong relationship management, communication, and presentation skills.
  • Established network within the family office and broader investment community preferred.

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