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Director Investments Jobs (NOW HIRING)

Publix

Director of Investments

Lakeland, FL · On-site

$150 - $200/hr

Director of Investments Location: Lakeland, FL Job ID: 36902BR Department: Finance Working Hours: Minimum of 45 hours per week Pay Frequency: Monthly Date Posted: Apr 15, 2026 Publix Super Markets ...

Fidelity Investments

Director Investment COE

Westlake, TX · On-site

$95K - $186K/yr

... shaping how complex investments are accounted for at scale? Join our Investment Center of ... a Director and play a critical role in strengthening the strategy, systems, and operating model ...

Fidelity Investments

Director Investment COE

Boston, MA · On-site

$95K - $186K/yr

... shaping how complex investments are accounted for at scale? Join our Investment Center of ... a Director and play a critical role in strengthening the strategy, systems, and operating model ...

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Director Investments information

How does a director of investments typically collaborate with other departments within an organization?

A Director of Investments works closely with teams such as finance, legal, and operations to ensure investment strategies align with overall organizational goals. They frequently liaise with senior management to present investment opportunities, assess risks, and gain approval for major initiatives. Additionally, they may work alongside analysts and portfolio managers to evaluate performance and adjust strategies as needed. This collaborative approach helps maintain transparency and ensures that investment decisions are well-informed and support the company's long-term objectives.

What does a director of investments do?

A Director of Investments oversees the investment strategies and portfolios of an organization, such as a financial institution, pension fund, or investment firm. Their responsibilities include analyzing market trends, identifying investment opportunities, and making decisions to maximize returns while managing risks. They often lead a team of analysts and portfolio managers, set investment policies, and report on performance to senior management or stakeholders. This role requires strong analytical skills, extensive financial knowledge, and experience in asset management.

What are the key skills and qualifications needed to thrive as a director of investments, and why are they important?

To thrive as a Director of Investments, you need deep expertise in financial analysis, portfolio management, and investment strategy, typically supported by a finance-related degree and often a CFA or MBA. Proficiency with financial modeling tools, Bloomberg terminals, and risk assessment systems is essential. Strong leadership, strategic thinking, and persuasive communication are crucial soft skills that set top performers apart. These skills and qualities are vital for making sound investment decisions, leading teams, and achieving organizational financial goals in a competitive environment.

What is the difference between Director Investments vs Investment Analyst?

AspectDirector InvestmentsInvestment Analyst
Required CredentialsBachelor's degree, often MBA or CFA, extensive experienceBachelor's degree, CFA or similar certifications preferred
Work EnvironmentStrategic decision-making, leadership, high-level meetingsResearch, data analysis, financial modeling
Employer & Industry UsageAsset management firms, investment banks, hedge fundsAsset management firms, investment banks, financial services

While both roles are integral to investment firms, the Director Investments focuses on strategic oversight and decision-making, whereas the Investment Analyst primarily conducts research and analysis to support investment decisions. The Director typically has more experience and credentials, and works in a leadership capacity, guiding investment strategies.

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Director Investments jobs near you
Infographic showing various Director Investments job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, 1% Temporary, and 1% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Investments and Charitable Giving Marketing Specialist

Knights of Columbus - Council 11091

New Haven, CT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Feel Good About Doing Good
The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.
While we have many employees who are not Catholic, we follow the Church's teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.
Share Your Talent. Live Your Purpose.
We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!
#LI-Hybrid
Overview
The Investments and Charitable Giving Marketing Specialist will play a vital role in assisting with the development and implementation of investments and charitable giving marketing campaigns and initiatives. This role will assist in promoting the Knights of Columbus investments and charitable giving programs through a multitude of platforms and activation channels. Under the guidance of the Associate Director, Investments and Charitable Giving Marketing, the Investments and Charitable Giving Marketing Specialist will manage complex projects with multiple stakeholders and tight deadlines. Exceptional interpersonal skills required to mobilize resources, collaborate with internal creative partners and compliance officers.
Core Responsibilities
  • Maintain inventory of the Investments and charitable giving materials on the Fraternal and Agent Supply Stores to ensure all assets are up to date, removing any assets that are expired or out of compliance while working to continuously improve process, production, and efficiency of the Supply Stores in support of the IARs (Investment Advisor Representatives), fraternal teams, and marketing department.
  • Accountable for reviewing feedback from the IARs regarding available assets, reporting on the gaps they identify in order to determine if there is a marketing need.
  • Strategize to improve the overall investment and charitable giving marketing experience for applicable members of the fraternal business and field force.
  • Mobilize project resources and competently communicate goals and milestones to stakeholders.
  • Regularly report out on progression and status to stakeholders, providing detailed analysis of platform performance.
  • Partner with Associate Director, Investments and Charitable Giving Marketing and members of the greater Marketing and CX team to understand goals, scope and timing of projects and play an integral role on deliverables within campaigns across product marketing, agent recruitment, and more.
  • Engage with marketing and business leaders to build communication to IARs, the investments team, and membership.
  • Other duties as assigned.

Skills Qualifications
Required:
  • Must be highly organized and operate with a sense of urgency
  • Passion for investments and charitable giving marketing and agent experience
  • In-depth knowledge of investments and charities positioning and regional advertising
  • Must be able to work in a fast-paced environment with demonstrated ability to coordinate multiple projects/initiatives simultaneously while meeting deadline and business objectives
  • Must have a proven ability to work with a high degree of independence and to plan, organize, and implement multiple projects within time and budget constraints
  • Excellent written and verbal communication skills are required as is an acute sense of detail-orientation
  • Excellent customer service organizational skills
  • Ability to effectively interact and collaborate with the marketing team, internal stakeholders, field force, and vendors
  • Highly analytical and capable of building reports

Education
Required:
  • BA or BS in Marketing or a related field

Preferred:
  • 5+ years of marketing experience, preferably in the financial service/life insurance industry
  • Experience in managing and executing direct mail, advertising, content development, relationship management, and localized agency marketing projects

Compensation
The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $88,000-$149,500.
Authorization to work in the United States it Required
This position is not eligible for visa sponsorship.
Physical Demands
Must be able to remain in a stationary position for a majority of the workday.
KofC Cares
Our mission is focused on family and faith, and we support our employees in seeking a balanced life.
Employee benefits include:
Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.
Professional Development: Certifications, designation, and tuition reimbursement.
Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.
Health and Wellness:
  • Short-term disability and term life insurance fully paid for by the company;
  • Up to 12 weeks of childbirth leave under STD policy.
  • One week of fully paid parental leave for all new parents, including adoptive and foster parents.
  • A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
  • Long-term disability insurance;
  • Dental insurance;
  • Vision insurance;
  • Health club membership reimbursement;
  • Employee Assistance Program

Apply