Director, Institutional Platform

Chartwell Investment Partners

Remote
**
Institutional platform strategy and execution
Analyze and improve platform solutions
Oversee institutional platform and services
** Chartwell Investment Partners is seeking a Director for their Institutional Platform, responsible for managing a team and leading the strategy, design, and execution of solutions for institutional clients. The role focuses on enhancing platform offerings and ensuring they meet the needs of financial advisors and their clients. **

Job Summary

  • Manages a team and leads the strategy, design, and execution of the firm’s institutional platform.
  • This role is responsible for analyzing and improving platform solutions that support financial advisors serving institutional clients.
  • The role oversees the institutional platform and services portfolio and ensures investment programs, technology solutions, reporting, partnerships, and service models work together effectively to meet advisor and client needs.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a Director for their Institutional Platform, responsible for managing a team and leading the strategy, design, and execution of solutions for institutional clients. The role focuses on enhancing platform offerings and ensuring they meet the needs of financial advisors and their clients. **

Skills & Requirements

Must-have

  • Institutional platform strategy and execution
  • Analyze and improve platform solutions
  • Oversee institutional platform and services
  • Manage product lifecycle
  • Develop competitive intelligence database

Nice-to-have

  • Build strong relationships with advisors
  • Collaborate with marketing and internal teams
  • Contribute to white papers and educational materials

Key Requirements

  • 8+ years financial services experience
  • FINRA Series 7 and 66 license required
  • Bachelor’s Degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter