Senior Director of Strategy Management - World Insurance Associates, LLC.
Santa Barbara / Remote, CA
About the Job
Position Objective, Typical Duties and Responsibilities
We are seeking a highly experienced and results-driven individual to join Pensionmark Financial Group as our Senior Director of Strategy Management. In this key leadership role, you will serve as the leader of Strategy Management on our Investment Team, reporting directly to the Pensionmark Chief Investment Officer (CIO). Your primary objective will be to drive strategic initiatives and manage model portfolio strategies for wealth management clients within our World MAP Model Portfolio Program. Join us at Pensionmark and contribute your expertise to our dynamic team as we strive for excellence in investment management and client satisfaction.
Top of Form
Typical Duties and Responsibilities
Position Requirements
Preference Given to Candidates with the Following Qualifications:
Compensation
The salary for this position generally ranges between $150,000-$185,000. This range is an estimate, based on candidate qualifications and operational needs. The firm also has a bonus program.
Perks & Benefits
About Pensionmark Financial Group
Pensionmark Financial Group is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, Pensionmark supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At Pensionmark, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why Pensionmark?
1As of 12/31/2022, the Pensionmark network of advisors and firms collectively provides support to over $76.1 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $18.2 billion.
We are seeking a highly experienced and results-driven individual to join Pensionmark Financial Group as our Senior Director of Strategy Management. In this key leadership role, you will serve as the leader of Strategy Management on our Investment Team, reporting directly to the Pensionmark Chief Investment Officer (CIO). Your primary objective will be to drive strategic initiatives and manage model portfolio strategies for wealth management clients within our World MAP Model Portfolio Program. Join us at Pensionmark and contribute your expertise to our dynamic team as we strive for excellence in investment management and client satisfaction.
Top of Form
Typical Duties and Responsibilities
- Strategy Management Leader
- Serve as a leader of Strategy Management on Pensionmark’s Investment Team, reporting to the Pensionmark Chief Investment Officer (CIO).
- Serve as permanent voting member of the Pensionmark Selection Committee, which manages the addition and removal of funds, products, and strategies from Pensionmark’s Select List.
- Perform or assist with manager/product research, as needed.
- Manage and supervise team members assigned to the Strategy Management function.
- Train, develop, and/or mentor team members who are less experienced in portfolio management.
- World MAP Model Portfolio Program
- Develop model portfolio strategies, and document their objectives and constraints in an Investment Policy Statement (IPS).
- Actively manage the model portfolio series to meet or exceed the return and risk targets set for each model portfolio series within their IPS.
- Monitor, evaluate, and adjust model portfolio series holdings and allocations in accordance with their IPS.
- Develop and maintain relevant decision documentation for all model portfolio series managed.
- Ensure all strategy management activities are in compliance with applicable rules, regulations, policies, and procedures.
- Create periodic quantitative and qualitative updates on managed model portfolio series for further use in client communications and marketing materials.
- Provide periodic, comprehensive updates on the managed model portfolio series to the CIO.
- Be accountable to CIO and to the Pensionmark Investment Committee for return and risk results of managed model portfolio series.
- World MAP Asset Allocation
- Collaborate with CIO on the development of strategic asset allocation views for various World Managed Account Platform (World MAP) model portfolio series.
- Collaborate with CIO and other Investment Team members on the periodic generation, discussion, implementation, and monitoring of tactical asset allocation views.
- World MAP Multi-Manager Portfolios
- Collaborate with CIO and other Investment Team members on the design, construction, and ongoing management of World MAP Multi-Manager Portfolios (“models of models”).
- Investment Management Subject Matter Expert (SME)
- Act as a subject matter expert for Investment Team on portfolio management topics.
- Maintain deep knowledge of current and historical economic, market, and investment strategy news, developments, and trends.
- Continually develop knowledge of advanced investment management topics, techniques, and methods, both independently and in collaboration with other Investment Team members.
- Present and communicate on Pensionmark’s investment strategies and on investment management topics at conferences, meetings, and on webinars, as requested.
- Additional related responsibilities and work as assigned by the CIO and/or Pensionmark leadership.
Position Requirements
- Bachelors degree required with a minimum of 8 years of professional experience in investment management and/or wealth management.
- Demonstrable advanced experience and leadership in the various stages and aspects of multi-asset (equities, fixed income, cash, and alternatives) model portfolio research, analysis, and management.
- Highly motivated and results driven individual, a self-starter.
- Excellent analytical, problem solving, and decision-making skills.
- Excellent verbal and written communication skills.
- Strong client meeting and presentation skills.
- Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity.
Preference Given to Candidates with the Following Qualifications:
- Active Chartered Financial Analyst (CFA) designation preferred.
- Master’s degree in finance, investments, statistics, economics, business administration, or related field preferred.
- Investments designations such as Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM), and/or Certified Investment Management Analyst (CIMA) are also preferred.
- Documented track record of portfolio management success.
Compensation
The salary for this position generally ranges between $150,000-$185,000. This range is an estimate, based on candidate qualifications and operational needs. The firm also has a bonus program.
Perks & Benefits
- 401(k) with Employer Match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Generous Paid Time Off Policy
- Paid Mental Health Days
- Flexible Spending Account (FSA)
- Healthy Work/Life Balance
- Maternity/Paternity Leave Policy
- Remote Work Opportunity
About Pensionmark Financial Group
Pensionmark Financial Group is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, Pensionmark supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At Pensionmark, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why Pensionmark?
- Great company culture with an awesome team-oriented atmosphere!
- Mentorship Opportunities
- Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
- Professional growth opportunities
- Friendly and collaborative work environment
- Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering
1As of 12/31/2022, the Pensionmark network of advisors and firms collectively provides support to over $76.1 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $18.2 billion.
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Source : World Insurance Associates, LLC.