Sr. Director - Investments
Company: Waldron Private Wealth
Location: Southeastern
Posted on: April 1, 2026
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Job Description:
Waldron Private Wealth (Waldron) is looking for a Sr. Director
of Investments to oversee and be the direct point of contact for
client engagements from an investment capacity. This individual
will manage a team of investments employees who service the needs
of high net-worth clients to ensure their needs and expectations
are met. In this role you will: Manage the activities and execution
of the investment functions for clients with combined AUM up to $1B
who are assigned to their team. Communicate with clients regarding
portfolio strategies, performance, and the market environment.
Coordinate and collaborate with all firm departments to develop a
wholistic plan for client engagements. Develop and monitor custom
portfolio strategies. Approve trading and rebalancing
recommendations. Contribute to and provide a sounding board for the
firm’s due diligence process. Oversee the due diligence process for
new and existing investment strategies. Establish the due diligence
and manager selection criteria. Coordinate and manage investment
research. Evaluate investment offerings (e.g. usage, flow, overlap,
etc.) and research complimentary new offerings. Create strategic
and tactical investment macro allocations, evaluate and enhance
allocations as needed, as well as build and identify the best
implementation instruments. Take on a leadership role in decision
making on investments.
Keywords: Waldron Private Wealth, Lancaster , Sr. Director - Investments, Accounting, Auditing , Southeastern, Pennsylvania
