Managing Director, Investor Advisory Greater St. Louis, MO Area

The Company is seeking a Managing Director, Investor Advisory to translate investment strategy into client-specific portfolio guidance. Responsibilities include developing and maintaining Investment Policy Statements, aligning portfolio targets and implementation with investment guidance, and leading portfolio reviews and transition planning for new clients. The role also oversees private-market pacing and investment distribution, delivers client portfolio reviews and recommendations, and prepares quarterly performance reporting. In addition, the Managing Director contributes to investment strategy and manager research and provides training to ensure advisors communicate investment guidance consistently. Candidates should have 10–15 or more years of experience in investment advisory, wealth or private-client management, family office, or institutional asset management. Required expertise includes owning Investment Policy Statement development, maintaining portfolio alignment, understanding private markets, and planning portfolio transitions and implementation. Strong communication skills and experience presenting investment strategy to high-net-worth, ultra-high-net-worth, or institutional clients are essential, as is experience mentoring or training advisors and junior staff. A bachelor’s degree is required; a CFA charter or MBA is preferred, and Series 65 or 66 licenses are an advantage.

Hiring Company

Matter Family Office