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Now Hiring:

Director of Invesetments

San Antonio, TX   •   In-Office   •   Full-Time

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We're seeking a Director of Investments to be a key player in the research, portfolio construction, monitoring, trading, and ongoing management of client portfolios while serving as a trusted investment resource for our advisors and clients.

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Working directly with the Chief Investment Officer (CIO), you'll help shape the firm's investment platform through rigorous research, disciplined portfolio management, and clear investment communication. This is a senior leadership role for someone who combines strong analytical judgment with the ability to communicate investment decisions in a way that builds client confidence — whether markets are calm or volatile.

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You'll play an integral role in the investment process — researching and selecting investments, monitoring risk and performance, executing portfolio activity, and translating complex market information into thoughtful, actionable guidance for advisors and clients.

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RESEARCH & PORTFOLIO MANAGEMENT

  • Lead ongoing research and due diligence on securities, managers, funds, ETFs, SMAs, alternatives, and investment strategies.

  • Monitor portfolio positioning, risk exposure, and performance relative to benchmarks.

  • Execute portfolio trading, rebalancing, tax-loss harvesting, and model implementation across client and model portfolios.

  • Review institutional research and synthesize findings into actionable recommendations.

  • Contribute to and refine the firm's investment process, portfolio construction, asset allocation framework, and manager selection criteria.

  • Monitor model portfolios and ensure consistent implementation across custodial platforms.

  • Stay current on capital markets, macroeconomic conditions, and industry developments.

  • Evaluate strategies, managers, and technology to continuously improve the investment platform.

 

CLIENT COMMUNICATION

  • Serve as a trusted investment resource for advisors and participate in client meetings as needed.

  • Explain portfolio positioning, performance, and market conditions in clear, practical terms.

  • Partner with advisors to align investment strategies with client goals and risk tolerances.

  • Develop client-facing commentary, market updates, educational content, and presentation materials.

  • Help maintain client confidence through proactive, transparent communication in all market environments.

 

LEADERSHIP

  • Partner directly with the CIO on strategic investment initiatives and Investment Committee activities.

  • Represent the investment function in firm strategy and client retention discussions.

  • Help improve investment processes, technology, reporting, and operational workflows.

  • Mentor and guide junior investment or operations team members as the firm grows.

  • Help ensure investment decisions and communications meet fiduciary and regulatory standards.

The Opportunity

What You'll Do

What We're Looking For

REQUIRED QUALIFICAIONS

✅ CFA Charterholder, MBA in Finance from a nationally recognized university with a strong finance program, or Chartered Market Technician (CMT).

✅ 5+ years of investment research, portfolio management, or comparable discretionary investment management experience — preferably with an institutional investment manager or established RIA.

✅ Demonstrated ability to communicate investment decisions clearly and confidently to advisors and clients.

✅ Hands-on experience with portfolio trading, rebalancing, and model portfolio implementation.

✅ Strong understanding of portfolio construction, asset allocation, manager research, and capital markets.

✅ Excellent written and verbal communication skills.

✅ Sound judgment, professionalism, and attention to detail.

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PREFERRED QUALIFICATIONS
✅ ​Experience with institutional analytics and research platforms — Morningstar Direct, Bloomberg, FactSet, Orion, Advyzon, or similar.

✅ Experience supporting Investment Committees or developing investment thought leadership.

Experience supporting Investment Committees or developing investment thought leadership.

Compensation & Benefits

Compensation Range: $160k-$200k

Placement within the range will depend on relevant experience, investment expertise, credentials, communication skills, and overall fit.

 

Benefits include:

  • Health, dental, and vision insurance

  • 401(k) with 3% Safe Harbor Non-Elective Contribution

  • Paid time off and company holidays

  • Professional development and continuing education support

 

Final candidates must successfully complete:

  • Professional reference checks

  • Employment verification

  • Education and credential verification

  • Comprehensive background check

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How to Apply

  1. Submit your application directly through the SeeKing HR Careers page.

  2. A SeeKing HR advisor will contact you within three business days to schedule a phone screening.

Avid Wealth Partners is a fast-growing, independent wealth firm based in San Antonio, TX. Serving successful entrepreneurs, physicians, and business leaders across the nation with integrated planning and wealth management.

 

Learn more at www.avidwp.com

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