JOB DESCRIPTION
Schechter is seeking a Director of Investment Services (“DIS”) who has a deep understanding of and experience within the RIA space. The DIS will propose and oversee the implementation of strategic initiatives within the Investment Services function and will monitor day-to-day operations. The DIS will work to establish philosophies and strategies that align with Schechter’s Core Values.
ESSENTIAL JOB FUNCTIONS
• Ensure Schechter provides extraordinary client service
• Propose and implement strategic initiatives to improve client service and efficiencies
• Manage Client Service Professional (CSP) and Investment Technology team and act as a liaison between CSP teams
o Monitor Schechter’s investment services day-to-day operations
• Responsible for the accuracy and efficiency of Schechter’s billing process
• Provide the resources necessary to create and achieve meaningful quarterly team goals (Rocks) and track ongoing progress
• Attract, retain, develop, and hold accountable a high-performing investment services team
• Support mergers and acquisitions / advisor onboarding processes through participation in due diligence, and develop in conjunction with the technology team, a data acquisition and conversion strategy
• Partner with Technology function to implement solutions within the function
• Partner with the Compliance function to execute relevant aspects of SIA’s compliance program
• Supervise external providers including investment platforms, custodians, and other as necessary
• Other duties as required
SKILLS/EXPERIENCE
• Flexibility to be part of an entrepreneurial environment. Commitment to reporting; work collaboratively; do not apply if your preferred working system does not include constant communication/reporting
• 10+ years of operations experience within an RIA serving high net worth individuals/families
• Proven results as a team leader, with excellent people skills, business acumen, and an exemplary work ethic
• Analytical, thorough and have the ability to challenge the status quo, while simultaneously providing creative solutions
• Knowledge of key operational processes and experience in design, improvement, and implementation
• Proficiency with technology strategy; experience with portfolio reporting and CRM applications
• Ability to recognize and cultivate rising talent
• BA/BS Degree; advanced degree preferred
Schechter
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