About the Role
Join a progressive national investment and advisory firm redefining how high net worth clients experience advice. As Director of Investment Strategy & Advisory, you’ll combine sales excellence, portfolio expertise, and collaboration to deliver world-class outcomes across a diverse global investment platform.
Key Responsibilities
- In conjunction with Private Client Advisers, drive the growth of new and existing high net worth and ultra-high net worth relationships through proactive engagement and tailored investment conversations
- Collaborate closely with internal stakeholders and partners to deliver integrated, end-to-end client solutions
- Apply strong asset class knowledge and portfolio construction skills to meet the unique risk and return objectives for clients
- Deliver high-impact presentations and thought leadership to clients and professional networks
- Proven track record in sales, stakeholder management and relationship development within investment markets, private wealth, or institutional environments
- Strong technical capability across asset classes
- Experience developing tailored portfolio strategies for high net worth or wholesale investors
- High-level presentation and communication abilities, adept at simplifying complexity for sophisticated audiences
Be part of a national, high-performing team with a global investment capability. Expect a collaborative culture that values technical excellence, autonomy, flexibility, and exceptional rewards — including competitive remuneration, performance incentives, and genuine career growth.
To express your interest in this opportunity, please forward your resume to Ric Zanetti at ric.zanetti@profusiongroup.com or click the Apply link below.
Profusion respect people, value diversity and are committed to equality.
