Managing Director, Head of External Management & Strategic Solutions
Hiring Company
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About the Role
Greater Madison, WI Area (Hybrid)
The Company is seeking a Managing Director to lead its external management and sub-advisory program, expanding externally managed assets and building the governance, capabilities, and partnerships needed to support portfolio growth and diversification. Responsibilities include overseeing manager searches, due diligence, fee negotiations, agreements, performance monitoring, and investment committee decisions. The role will develop plans for new asset classes, assess investment opportunities with internal partners, and lead strategic relationships with external managers and other executive initiatives. It may also involve leading and developing a team of investment professionals. Candidates must hold a graduate degree in business, finance, economics, or a related field and have at least 15 years of progressively responsible investment experience, including multi-asset-class portfolio management. A strong record of building or scaling external management programs and selecting, negotiating with, and overseeing external managers is required; a CFA designation is strongly preferred. Applicants should understand institutional or insurance general account portfolios, asset-liability management, capital and accounting considerations, and relevant regulatory requirements. The role also calls for strong leadership, negotiation, communication, and relationship-building skills, along with familiarity with investment management systems and office software.
Functions:
- Finance
- Strategy
About the Company
Provider of affordable insurance solutions for credit union members & businesses
Industry
Insurance
Type
Privately Held
Age
employees
1001-5000
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