Accelerate your career in wealth management with one of New England’s fastest growing independent firms.
Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We’re redefining what it means to work in finance—combining a collaborative culture with cutting-edge planning tools and a personalized, planning-first client experience.
The Director of Investments is a full-time, salaried leadership role with competitive benefits and performance-based bonus potential. This position leads the firm’s trading and portfolio implementation function, partners closely with advisors and firm leadership, and serves as a key investment thought leader internally and externally. The ideal candidate combines deep investment expertise with strong leadership, communication skills, and a planning-first mindset.
What You’ll Do
You’ll lead the firm’s investment strategy, portfolio implementation, and trading functions while serving as a key partner to advisors and clients. Your work will span four key areas:
Portfolio Design & Investment Strategy
- Lead the firm’s Investment Committee and its subcommittees covering asset allocation, trading, security selection, sleeve creation, and retirement plans.
- Design, evaluate, and maintain firm model portfolios and investment sleeves.
- Collaborate with advisors to develop tailored investment solutions for client-specific needs.
Portfolio Monitoring & Execution
- Oversee portfolio implementation, rebalancing, and ongoing monitoring across client accounts.
- Lead the firm’s trading function, including execution of firm-wide strategies and oversight of day-to-day trading activity.
- Manage and optimize the technology platforms that support investment operations.
Client & Advisor Partnership
- Analyze client performance reporting and coach teammates on effective investment communication.
- Attend and present at client meetings as needed to support advisors and deepen client understanding.
Thought Leadership & Content Creation
- Develop and deliver investment-related thought leadership, including written content, video, and social media.
- Serve as an internal and external investment resource, helping elevate the firm’s investment platform and voice.
What We’re Looking For
- Bachelor’s degree.
- 5-7+ years of relevant experience in wealth management or portfolio construction for high-net-worth clients.
- Deep intellectual curiosity around investments, asset allocation, portfolio construction, and investment technology.
- Strong Excel proficiency.
- Experience navigating complex market environments and communicating effectively during periods of volatility.
- Experience with platforms such as Orion Eclipse, YCharts, Morningstar, Fidelity, Schwab, LPL, or Pershing a plus.
- CFA or CIMA designation a plus.
- Strong collaboration and leadership skills, with the ability to coordinate across teams.
- Willingness to act as an ambassador for the firm with clients and in the broader community.
Why Join Moneco Advisors?
This is a unique opportunity to shape and grow the investment platform of a rapidly expanding independent firm. You’ll have the freedom to be creative, solve complex problems, and influence how investment strategy is delivered to clients—while working alongside a collaborative, client-first leadership team.