Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 10 days ago

Director of Investments & Equity Management

Cerity Partners87 open roles

Pay
$250,000 – $300,000 a year
Where
Norfolk, VA
Work mode
On site
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowDirector of Investments & Equity ManagementCerity Partners · Norfolk, VA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Cerity Partners's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.3% of postings close within 7 days. Measured by our own scanner across the market. Cerity Partners postings stay open a median of 31 days.

Share of postings closed within
  1. 1.9%1 day
  2. 4.0%3 days
  3. 8.3%7 days
  4. 15.3%14 days
  5. 34.2%30 days
This job: posted 10 days ago

Cerity Partners median: 31 days open

The posting

Cerity Partners' Norfolk wealth management practice oversees approximately $4 billion in client assets, and we're looking for a Director of Investments & Equity Management to lead the Norfolk practice’s investment function that sits at the heart of it. This is a highly visible, senior leadership role for an experienced equity portfolio manager who wants to run their own quantitative model, build and mentor a talented investment team, and be the trusted voice on strategy for advisors, colleagues, and clients across the practice.

Why This Role

  • Lead investment strategy for a $4 billion practice, with direct ownership of a quantitative equity model and the team that runs it.
  • Serve as the primary link between the Norfolk practice and the firm's Investment Committee, with a seat at the table on firmwide strategy.
  • Build meaningful, direct relationships with senior investment professionals, advisors, colleagues, and clients — shaping how investment strategy is understood and acted on across the practice.

As Director of Investments & Equity Management, you'll direct the investment management function for the Norfolk practice's approximately $4 billion in assets under management. You'll lead the practice's investment team, maintain active management of a quantitative equity model with a fundamental overlay, and oversee its implementation across several thousand client accounts — including custom adjustments and tax-sensitive considerations. You'll also serve as the primary point of coordination between the Norfolk practice and the firm's Investment Committee, and communicate investment strategy and portfolio positioning across a broad range of constituents, including senior investment professionals within the firm, the advisor community, colleagues within the practice, and clients.

Primary Responsibilities

  • Oversee and direct all investment management processes for the Norfolk practice's approximately $4 billion in assets under management.
  • Manage, develop, and mentor the practice's investment team.
  • Coordinate and align the practice's investment strategies with the firm's Investment Committee.
  • Maintain active management and ongoing refinement of a quantitative equity model with a fundamental overlay.
  • Direct implementation of the equity model across several thousand client accounts.
  • Evaluate and apply custom adjustments to model implementation to address client-specific circumstances and objectives.
  • Apply tax-sensitive judgment to model implementation, including consideration of cost basis, tax-loss harvesting, and account-specific constraints.
  • Communicate investment strategy, positioning, and performance to senior investment professionals within the firm.
  • Partner with the advisor community across the firm to translate investment strategy into client-facing guidance.
  • Present investment updates, strategy, and portfolio positioning to colleagues within the practice.
  • Engage directly with clients to communicate investment strategy, performance, and portfolio changes.
  • Monitor markets, model performance, and portfolio risk on an ongoing basis.
  • Assist with various other projects as needed.
  • Follow firm policies and procedures, including all compliance policies as outlined by the company.

Qualifications

  • A minimum of seven years of experience managing equity portfolios, with experience running quantitative equity models with a fundamental overlay.
  • Experience implementing investment strategies across a large book of client accounts, with the ability to apply custom, client-specific adjustments.
  • A strong understanding of tax-sensitive portfolio management, including cost basis and tax-loss harvesting considerations.
  • Experience managing or mentoring an investment team.
  • A demonstrated ability to coordinate investment strategy with an investment committee or similar governing body.
  • Bachelor's degree in finance, economics, business, or a related field; CFA designation required. Advanced degree preferred.
  • Excellent communication and presentation skills across varied constituents, including senior investment professionals, advisors, colleagues, and clients.
  • Strong analytical, quantitative, and problem-solving skills.
  • Advanced knowledge of Excel and PowerPoint.
  • Meets the attributes and expectations of a Senior Principal as defined in the CP Colleague Titles & Expectations framework.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer
  • Must be able to lift up to 15 pounds at times.

Compensation Range:

  • $250,000 - $300,000 - Commensurate with experience
  • Potential for annual performance-based incentive equity grant awards.

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Cerity Partners's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Cerity Partners's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Cerity Partners's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.