Description

Summary

Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. A core component of that mission is the development and communication of our investment philosophies and portfolio strategies. The Director of Investment Communications plays a critical role by translating the firm’s investment approach, market outlook, and portfolio strategies into clear and effective communications.

Goals

•         To understand, articulate and emulate the firm’s purpose and core values
•         To become an integral part of the Foster Victor team, culture and workflow
•         Effective problem solver
•         Ability to thrive in a fast-paced, high-volume environment

Roles & Responsibilities

•         Manage, write, and contribute to all client-facing investment communications
•         Serve as the central point of contact for inbound investment-related questions from clients and wealth coaches 
•         Participate in client meetings as the firm’s investment guru and content expert
•         Develop investment tools, presentations, and educational materials for advisors and clients
•         Lead and meaningfully contribute to Monthly Investment Committee meetings
•         Supervise the creation of investment materials and analyses used in client meetings
•         Supervise the creation and maintenance of all investment reporting collateral
•         Support and help manage fund wholesaler relationships
•         Participate in Quarterly Best Execution Committee meetings

Team Lead Responsibilities

•         Convicted Team Member who helps lead the investment team and champions our culture and values
•         Oversee and drive the progression of investment team initiatives and communications
•         Perform additional duties and adapt to changing priorities by assisting with projects or tasks outside the primary scope of this role, as needed, to support the overall success of the team and firm
•         Attend Quarterly Team Lead meetings

Requirements

Basic Requirements 

•         15+ year of investment experience
•         Bachelor’s degree
•         Chartered Financial Analyst (preferred)
•         MBA (preferred)
•         Series 65 (preferred)
•         Attention to Detail, Organized, Well-Spoken and Effective Communicator

Success Criteria

•         Demonstrates strong market curiosity, consistently bringing enthusiasm and insight into investment topics
•         Communicates investment strategies and concepts with clarity and confidence
•         Execute projects with precision, showcasing exceptional organizational and project management skills across all deliverables