Director of Portfolio Construction and Risk Management

📋 Description

• • As Director of Portfolio Construction & Risk Management, you will serve as the lead architect of portfolio analytics and risk infrastructure, enhancing and institutionalizing the firm’s portfolio construction framework, risk management architecture, and investment analytics capabilities across Wealth Enhancement Advisory Services (WEAS).
• • Day to day, you will enhance portfolio construction methodologies, formalize risk budgeting and scenario analysis, develop capital market assumptions, support macro-informed asset allocation, strengthen performance attribution reporting, and collaborate with Portfolio Management, Investment Manager Research, and Fixed Income/Equity teams to ensure cohesive model integration.
• • Wealth Enhancement is an independent wealth management firm serving over 80,000 households from 140+ offices nationwide, dedicated to personalized financial planning through its Roundtable and UniFi processes, with a mission to enrich clients’ lives since 1997.
• • In this role, you will drive systematic portfolio construction, risk budgeting, tactical allocations, and scenario analysis; mentor junior team members; establish documentation standards; and contribute to white papers and advisor education, positioning yourself as a strategic leader shaping scalable, disciplined investment outcomes across the platform.