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Direct Investment Representative Jobs (NOW HIRING)

Initio Capital

Managing Director, Investments

Manhattan, NY · Hybrid

$145K - $185K/yr

... represents a sample Managing Director, Investments position commonly found through the Career ... Launch AI Talent Network . It is provided to help job seekers understand the responsibilities and ...

University of Texas Investment Management Co

Represent UTIMCO in the marketplace with highest integrity and professionalism Requirements: * 5-8+ years of relevant direct investment experience in the private sector, specifically in finance ...

San Manuel Casino

Investment Analyst

Highland, CA · On-site

Under the direction of the Director, Investment Strategies, the Investment Analyst performs ... are representative of those that an employee encounters and must be met by an employee to ...

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Direct Investment Representative information

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How much do direct investment representative jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for direct investment representative in the United States is $17.91, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $19.23 per hour, depending on experience, location, and employer.

What is a direct investment representative?

Direct Investment Representatives are financial professionals who assist clients in buying, selling, and managing investments such as stocks, bonds, and mutual funds directly, often through a brokerage or financial institution. They provide information about investment products, help execute trades, and offer guidance based on clients’ financial goals and risk tolerance. These representatives typically do not provide comprehensive financial planning but focus on facilitating direct investment transactions and customer service.

What are the key skills and qualifications needed to thrive as a direct investment representative?

To thrive as a Direct Investment Representative, you typically need a solid understanding of financial markets, investment products, and regulatory requirements, often supported by a finance-related degree and relevant securities licenses (such as FINRA Series 7 or 63). Familiarity with trading platforms, customer relationship management (CRM) systems, and financial analysis tools is essential. Strong interpersonal communication, problem-solving abilities, and attention to detail help build client trust and efficiently address their investment needs. These skills and qualifications are critical for ensuring regulatory compliance, delivering tailored investment solutions, and fostering long-term client relationships.

What are the main challenges direct investment representatives face when assisting clients with portfolio management?

Direct Investment Representatives often encounter challenges such as quickly adapting to market fluctuations, communicating complex investment concepts to clients with varying levels of financial knowledge, and balancing a high volume of client inquiries. Additionally, they must stay updated on regulatory changes and new investment products to provide accurate, compliant guidance. Success in this role relies on strong interpersonal skills, attention to detail, and a commitment to ongoing learning.

What is the difference between Direct Investment Representative vs Financial Advisor?

AspectDirect Investment RepresentativeFinancial Advisor
CredentialsLicenses such as Series 7, Series 63/66Certifications like CFP, CFA, Series 7
Work EnvironmentFinancial firms, investment firms, banksIndependent or firm-based, client offices
Employer & IndustryInvestment firms, brokerage housesFinancial planning firms, banks
Primary FocusPromoting and selling direct investment productsProviding comprehensive financial planning and advice

While both roles involve working with clients on investments, a Direct Investment Representative primarily focuses on selling direct investment products and securities, often within a brokerage or investment firm. A Financial Advisor offers broader financial planning services, including investment advice, retirement planning, and wealth management. The roles share similar credentials but differ in scope and client engagement.

What cities are hiring for Direct Investment Representative jobs?

Cities with the most Direct Investment Representative job openings:

What states have the most Direct Investment Representative jobs?

States with the most job openings for Direct Investment Representative jobs include:

What are popular job titles related to Direct Investment Representative jobs?

For Direct Investment Representative jobs, the most frequently searched job titles are:

Director of Investments

Charlotte, NC • On-site

FOUNDATION FOR THE CAROLINAS
Charitable Organizations • 51 - 200 employees
Learn more about FOUNDATION FOR THE CAROLINASexternal

Full-time

Re-posted 11 days ago

Job description

Description

OUR MISSION | REMARKABLE IMPACT


Remarkable impact is the heart of Foundation for the Carolinas' mission, and the driving force behind our mission is the collective impact of thousands of nonprofits, families, companies, and organizations who partner with us to amplify the power of giving.  


HOW YOU'LL ADVANCE OUR MISSION | POSITION OVERVIEW 

Foundation for the Carolinas seeks a strategic, relationship-oriented, and technically strong Director of Investments to lead investment oversight and strategy, donor investment consultation, external investment partner management, and impact investing across the Foundation's $5 billion investment platform. This leadership role serves as a trusted partner to donors, professional advisors, senior leadership, and the Investment Committee while ensuring the Foundation's investment offerings remain well-governed, transparent, efficient, and aligned with philanthropic objectives.


The Director of Investments will be responsible for delivering an exceptional donor experience through transparency, education, and investment stewardship. Working closely with the Philanthropy team, this leader will help donors understand investment performance, risk, governance, and available investment options while ensuring the Foundation's platform is the right fit for their charitable goals and preferences. In addition, this leader will ensure platform and process efficiency.


The ideal candidate is a collaborative and mission-driven investment leader who brings strong institutional investment expertise, exceptional judgment, and a fiduciary mindset. They are equally comfortable discussing investment strategy with sophisticated committee members, building confidence with donors, and leading initiatives that align financial stewardship with meaningful community impact


YOUR UNIQUE IMPACT | ROLES & RESPONSIBILITIES   


Donor Engagement

  • Serve as FFTC's senior investment representative for donors, prospects, family offices, nonprofit clients, and professional advisors. 
  • Build trusted relationships that support donor acquisition, retention, and stewardship.
  • Clearly communicate investment philosophy, performance, risk, fees, liquidity, governance, and investment processes.
  • Develop donor-facing reports, presentations, educational programs, and market updates that promote transparency and confidence.

Investment Strategy & Governance

  • Provide leadership for investment pools, advisor-managed assets, custom portfolios, and impact investing initiatives.
  • Help shape and ensure compliance with investment policies, fiduciary standards, governance practices, and risk management frameworks.
  • Partner with senior leadership and the Investment Committee on portfolio construction, asset allocation, liquidity strategy, and platform design.
  • Oversee reporting standards, performance monitoring, and policy reviews.
  • Ensure investment management processes are efficient and effective.

OCIO & Investment Partner Management

  • Serve as the day-to-day relationship manager for the Foundation's OCIO (Outsourced Chief Investment Officer) and other investment service providers.  
  • Evaluate investment performance, reporting quality, risk management, and service delivery.
  • Conduct due diligence, benchmarking, and partner assessments, including RFP processes as needed. 
  • Ensure external partners support a high-quality, donor-centered investment experience.

Investment Committee Leadership 

  •  Serve as the primary staff liaison to the Governing Board's Investment Committee.
  •  Prepare and present investment reports, dashboards, recommendations, and market updates.
  • Translate complex investment topics into clear, actionable insights for committee members and leadership.

Impact Investing  

  • Contribute to FFTC's impact investing strategy and mission-related investment initiatives.
  • Evaluate opportunities that align financial stewardship with community impact.
  • Help establish governance, measurement, and reporting frameworks for impact investments.

Team Leadership

  • Lead, coach, and develop investment team
  • Promote a culture of accountability, collaboration, responsiveness, and continuous improvement.
     


Requirements

WHAT YOU'LL NEED FOR SUCCESS | QUALIFICATION   

Required

  •  7+ years of investment experience in institutional asset management, foundations, endowments, OCIO environments, investment consulting, private wealth, or related fields.- CFA 
  • Expertise in asset allocation, portfolio construction, governance, performance measurement, and risk management.
  • Demonstrated success presenting to donors, boards, investment committees, and senior executives. 
  • Strong communication, relationship management, and leadership skills. 
  • Bachelor's degree in Finance, Economics, Business, Accounting, Mathematics, Public Policy, or a related field preferred. 


Preferred


  • CAIA
  • Experience with donor-advised funds, foundations, nonprofit organizations, or mission-driven institutions.  
  • Experience managing external investment partners and service providers.
  • Impact investing experience


Apply