Director of Investment Services at TalentRemedy

Job DescriptionJob DescriptionDirector of Investment ServicesAn established, growth-driven financial services firm in the Greater Washington, DC region is seeking a high-impact Director of Investment Services to elevate its investment platform and deliver exceptional value to clients. This is a tremendous opportunity for a motivated professional who wants to step into a visible leadership role, influence firm strategy, and help shape the next chapter of the organization’s success.For more than four decades, the firm has delivered personalized financial solutions to individuals, business owners, and corporate clients. The team is known for its collaborative culture, strong client relationships, and commitment to excellence. If you’re a proactive, analytical, and relationship-oriented investment professional who thrives in a fast-paced, client-focused environment—this role is designed for you.Why This Role Is a Game-ChangerLead the investment operations for a respected, long-standing financial firmWork directly with firm leadership and have a measurable impact on client successStep into a highly visible role with opportunities to influence strategy and drive revenueSupport a growing advisor team while strengthening your own professional trajectoryJoin a culture where exceptional service, partnership, and follow-through truly matterRequirementsRequirementsBachelor’s degree requiredSeries 7 requiredCFA or CFP certification preferredStrong business, financial, or office operations backgroundSupervisory or management experience highly valuedInsurance experience a plusProficiency in MS Word, Excel, and PowerPointExcellent communication and client-facing skillsAbility to manage multiple priorities independently and meet deadlinesTech-savvy; comfortable learning new systems and troubleshooting issuesHighly organized, accurate, and able to maintain confidentialitySelf-motivated with a sales-support mindset and a drive to exceed expectationsEffective team player with a service-first approach.Key ResponsibilitiesManage firm investment models and oversee ongoing allocation updates across the book of businessLead high-level investment service functions, including:TradesAccount transfersReporting and recordkeepingPartner with advisors to enhance client experience and support sales growthSupervise case preparation and ensure advisors are fully equipped for client meetingsOversee preparation and processing of all new businessMaintain up-to-date insurance and securities product knowledgeLead creation of investment hypotheticals, insurance illustrations, asset allocation tools, and customized client presentationsEnsure accurate preparation of forms, applications, and investment reviewsManage compliance documentation and keep all forms and licenses updatedMaintain and consistently update CRM data to support proactive outreach and serviceUphold firm procedures and deliver timely, accurate documentation for all client activity.Ready to Make an Impact?This role is ideal for someone who wants to blend analytical rigor with client-centered service and leadership influence. If you're excited about taking ownership of the investment function, supporting business growth, and working closely with a high-performing team—this is an outstanding opportunity to advance your career.BenefitsAvailable on Request