Requisition ID: 248774

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The Managing Director, Senior Investment Consultant acts as a subject matter expert within the OCIO Office, providing institutional-grade insights on the firm’s on-shelf and off-shelf investment offerings. Focused exclusively on Ultra-High-Net-Worth clients, the role delivers informed opinions on Assets Under Administration (AUA), complementing advisor-led discussions on discretionary assets. This position bridges the UHNW platform, Capital Markets capabilities, and clie...