# Director, Investment Solutions

**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** New York, NY
**Role:** Other
**Experience:** 7+ years
**Skills:** cfa, asset allocation, portfolio analysis, Quantitative Analysis, risk analysis, Python, bloomberg, morningstar, AI Tools, Financial Modeling
**Posted:** 2026-08-01

> Serve as a senior advisor-facing investment expert on the Investment Strategy team. Conduct complex portfolio analysis, build models, guide product/engineering on investment tools, and mentor juniors while supporting client acquisition and retention.

## Job Description

## Your Impact
- Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention.
- Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives.
- Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools.
- Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales.

## Requirements
- CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field.
- Extensive experience as a client-facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team.
- A proven "coach" mentality with the diplomatic skills necessary to respectfully challenge deeply held investment beliefs and navigate disagreements with advisors.
- Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis.
- An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealthtech firm.
- Comfort using AI tools to support financial modeling and process enhancement.

## Nice-to-Haves
- Experience working closely with software engineers or product teams to automate investment workflows.
- Advanced proficiency with tools like Bloomberg and Morningstar, and facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python) to create scalable processes and reduce manual data analysis.
- Prior experience navigating complex portfolio transitions or building tax-aware investment models.
- Familiarity with reviewing external manager strategies or supporting an open-architecture investment platform.

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**Canonical:** https://hotfix.jobs/jobs/6dffe173-d69b-430e-a4d9-bce77c37cd36