Director, Institutional Platform

Chartwell Investment Partners

Hybrid
Lead institutional platform strategy
Manage portfolio of institutional products
Oversee ocio program implementation
This role leads the overall design and management of the institutional platform to support financial advisors serving institutional clients

Job Summary

  • This role leads the overall design and management of the institutional platform to support financial advisors serving institutional clients.
  • The incumbent is responsible for managing a portfolio of institutional products across their lifecycle from initial design through retirement.
  • Candidates must hold FINRA Series 7 and 66 licenses and possess 10 to 15 years of experience in the financial services industry.

Matching Summary

This role leads the overall design and management of the institutional platform to support financial advisors serving institutional clients.

Skills & Requirements

Must-have

  • Lead institutional platform strategy
  • Manage portfolio of institutional products
  • Oversee OCIO program implementation
  • Drive competitive intelligence analysis
  • Coordinate roadshows with field consultants

Nice-to-have

  • Strong relationship building with advisors
  • Experience writing white papers
  • Collaborative cross-functional leadership
  • Proactive communication skills

Key Requirements

  • Bachelor's Degree or 8+ years experience
  • FINRA Series 7 license required
  • FINRA Series 66 license required
  • 10 to 15 years general experience
  • SIE certification required if no exemption

Work Rights

Not specified

Tailored Resume

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