Director of Investment Services

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