Website:
onlyvpw.com
Job details:
Company Description VPW LLP is a modern wealth management firm focused on forward-thinking investors and built on trust, innovation, and performance. The firm combines AI-driven advisory tools with experienced human insight to deliver personalized financial planning and investment strategies at a lower cost than traditional models. Clients benefit from streamlined onboarding, transparent processes, and intelligent, goal-based investment recommendations. VPW offers access to a wide range of assets and tailored wealth strategies, all centered on a client-first philosophy that builds long-term financial confidence. Whether clients are new wealth creators or experienced investors, VPW provides a high standard of wealth management aligned with individual visions of success.
Role Description The Senior Director of Investment Advisory is a full-time remote role responsible for leading the design and delivery of advisory services to VPW’s clients. This position oversees portfolio construction, asset allocation, and investment strategy, ensuring recommendations are aligned with client goals and risk profiles. The Senior Director will guide advisory teams, review complex client situations, and provide expert input on financial planning, wealth structuring, and risk management. Day-to-day responsibilities include analyzing market conditions, refining advisory frameworks, collaborating with product and technology teams on AI-enabled tools, and participating in client meetings for high-value relationships. The role also involves contributing to business development initiatives, enhancing consulting methodologies, and maintaining compliance with internal policies and regulatory standards.
Qualifications
- Strong analytical skills to interpret financial data, assess risk, and support evidence-based investment decisions.
- Deep expertise in finance, including portfolio management, capital markets, and investment products.
- Consulting experience in advising clients on wealth strategies, financial planning, and long-term investment goals.
- Solid grounding in accounting principles to understand financial statements and evaluate client balance sheets.
- Business development skills to help grow the advisory practice, cultivate client relationships, and support strategic initiatives.
- Proven leadership experience in an investment advisory, wealth management, or financial services environment.
- Excellent communication skills, with the ability to explain complex financial concepts clearly to diverse client profiles.
- Comfort working in a remote, technology-enabled setting; familiarity with digital advisory tools and AI-driven platforms is an advantage.
- Advanced degree or relevant professional certification (e.g., CFA, CFP, CPA, MBA) preferred.
- Demonstrated commitment to ethical practices, regulatory compliance, and a client-first approach.
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