Director of Investments Job Listing at Kelly Services in Houston, TX (Job ID 10138182)

Description

Director of Investments
Houston, TX
Direct Hire
$250-350k

*Position is mostly onsite with work-life flexibility

Kelly is seeking a Director of Investments to work with our client, a rapidly growing mid-size RIA firm, on a direct hire basis. This is a great senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute while overseeing and driving operational and strategic functions.

The Director of Investments will:

• Report to the Chief Investment Officer
• Build, guide, and manage the investment research team (7 direct reports)

• Supervise and optimize the options overlay program
• Supervise the equity SMA program
• Oversee asset allocation strategies across client portfolios
• Provide strategic input on portfolio construction, risk management, and performance monitoring
• Manage held-away assets integration and oversight

• Serve as a trusted resource for advisors and clients, capable of explaining complex strategies in a clear and approachable way
• Produce and contribute to market commentary, providing thought leadership on market trends and firm positioning
• Collaborate with marketing to produce investment-related materials for client and advisor use

• Manage, mentor, and grow the trading and research teams
• Partner with leadership to expand and refine unique, proprietary investment programs
• Drive innovation in internal systems, reporting, and investment solutions

Qualifications:

• Previous leadership experience managing an investment platform at a mid-sized RIA
• Direct experience working with independent advisors
• Strong track record managing asset allocation strategies and investment operations
• Proven people management experience with ability to build and inspire teams
• Hands-on experience with:
  • Orion, Black Diamond, or similar portfolio management systems
  • Schwab or similar custodial platforms
  • Microsoft Excel (advanced proficiency)
• Familiarity with Bloomberg or FactSet (not required but highly advantageous)
• Demonstrated ability to balance strategic vision with operational execution
• An entrepreneurial, growth-minded leader with strong drive and initiative
• Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams
• Brings a proven history of scaling investment programs and building operational excellence

Benefits:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• Dental Insurance
• Vision Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• Events, Awards, Activities
• And more!

Interviews are happening now! If qualified and interested, please apply to this posting ASAP or directly send your resume to SARP028@kellyservices.com.

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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