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Director of Investments

Waypoint Wealth Partners
Working from home
Competitive compensation package with cash compensation $150K - $185K
Closing date
Apr 14, 2024

Job Details

Waypoint Wealth Partners
Director of Investments

About Us
We are a dynamic, rapidly growing independent wealth management firm based in the Bay Area, offering comprehensive wealth management services to individuals and families. Specializing in guiding successful
individuals and families through their peak career and parenting years, we address the myriad of decisions facing
this demographic.

Position Overview
We are seeking an exceptional Director of Investments to join our team and support our firm, advisors, and
clients. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail, and
deep expertise in investment management.

Duties & Responsibilities
Investment Strategy and Execution

  • Collaborate with the Chief Investment Officer (CIO) across all aspects of our investment management offering, including strategy development, strategic allocation, portfolio construction, manager selection, and execution/implementation across our client base.
  • Assist in model portfolio construction and ongoing management, considering factors such as asset class selection, weighting, geographic and factor tilts, tailored to client demographics and goals.
  • Act as a key member of the Investment Committee.
  • Manage relationships with fund managers and separate account managers.
  • Serve as a backup trader and provide support to the head of trading as necessary.
  • Support the Chief Compliance Officer (CCO) on all investment-related compliance activities.
  • Continuously review and update investment solutions, positioning, messaging, and firm presentations.

Advisor Education & Support

  • Aid the CIO and advisors with research, analysis, and presentation materials to address client inquiries.
  • Support business development efforts by analyzing prospects' current investments, articulating the value of our investment solution, and showcasing our expertise in investment management.
  • Provide ongoing investment education to the entire team.
  • Serve as the “go to person” for advisors who have investment related questions.

Skills & Qualifications

  • Minimum of 3 years of investment management experience.
  • Bachelor's degree required.
  • Demonstrated ability to confidently present a point of view.
  • Proven track record of communicating complex investment topics to clients with limited investment knowledge.
  • Exceptional organizational skills with strong systems orientation.
  • Ambitious, career-oriented individual who thrives in an entrepreneurial environment.
  • Personable, responsive, engaging, with a client-first attitude.
  • Mature, self-starting professional willing to take ownership of assigned responsibilities.
  • Strong analytical and computer skills, including advanced proficiency in Excel, Word, and PowerPoint.
  • Schwab, Fidelity, Tamarac and Morningstar experience helpful but not required.
  • Excellent written and verbal communication skills

Salary and Benefits

  • Competitive compensation package with cash compensation $150K - $185K.
  • 100% remote work with in-person Team Retreats at least 3 times per year.
  • 20 days paid vacation and 11 paid holidays.
  • 401k plan with employer contribution.
  • Medical, dental, and vision insurance coverage.
  • Option to purchase long-term disability and life insurance at group rates.
  • Professional development budget.


  • Qualified applicants should submit a cover letter and resume to 


We are a dynamic, rapidly growing independent wealth management firm in San Francisco that offers comprehensive wealth management services to individuals and families. We believe passionately in the value of deep financial and life planning being integrated with investment management services to provide the best outcome for clients. We specialize in working with successful individuals and families in their peak career years, many of which are also in their peak parenting years, addressing the myriad of decisions facing this demographic.    

Company info
1 Belvedere Place
Suite 200
Mill Valley

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