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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.
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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
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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.
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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