Job Information
Kelly Services Director of Investments in Houston, Texas
Director of Investments
Houston, TX
Direct Hire
$250-350k
*Position is mostly onsite with work-life flexibility
Kelly is seeking a Director of Investments to work with our client, a rapidly growing mid-size RIA firm, on a direct hire basis. This is a great senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute while overseeing and driving operational and strategic functions.
The Director of Investments will:
Report to the Chief Investment Officer
Build, guide, and manage the investment research team (7 direct reports)
Supervise and optimize the options overlay program
Supervise the equity SMA program
Oversee asset allocation strategies across client portfolios
Provide strategic input on portfolio construction, risk management, and performance monitoring
Manage held-away assets integration and oversight
Serve as a trusted resource for advisors and clients, capable of explaining complex strategies in a clear and approachable way
Produce and contribute to market commentary, providing thought leadership on market trends and firm positioning
Collaborate with marketing to produce investment-related materials for client and advisor use
Manage, mentor, and grow the trading and research teams
Partner with leadership to expand and refine unique, proprietary investment programs
Drive innovation in internal systems, reporting, and investment solutions
Qualifications:
Previous leadership experience managing an investment platform at a mid-sized RIA
Direct experience working with independent advisors
Strong track record managing asset allocation strategies and investment operations
Proven people management experience with ability to build and inspire teams
Hands-on experience with:
Orion, Black Diamond, or similar portfolio management systems
Schwab or similar custodial platforms
Microsoft Excel (advanced proficiency)
Familiarity with Bloomberg or FactSet (not required but highly advantageous)
Demonstrated ability to balance strategic vision with operational execution
An entrepreneurial, growth-minded leader with strong drive and initiative
Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams
Brings a proven history of scaling investment programs and building operational excellence
Benefits:
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% paid for the employee)
Dental Insurance
Vision Insurance
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
Events, Awards, Activities
And more!
Interviews are happening now! If qualified and interested, please apply to this posting ASAP or directly send your resume to SARP028@kellyservices.com.
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here (https://www.mykelly.com/help-support-working-with-kelly-us/#Benefits) for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
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About Kelly
Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.
Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.