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Head Of Investments Jobs (NOW HIRING)

Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...

Senior Director, Head of Investments

Lisle, IL · On-site

$103.50 - $126.50/hr

Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...

Senior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm ...

The Head of Strategic Investments will serve as the primary financial and deal‑structuring lead for the organization. This individual will be responsible for evaluating opportunities, developing ...

VP & Co-Head of Investments

Seattle, WA · On-site +1

$200K - $250K/yr

As the VP & Co-Head of Investments, you will co-lead investment strategy and execution within Arrived. You'll manage and grow our portfolio ($400M+ AUM in equity and credit products across 65,000 ...

As the VP & Co-Head of Investments, you will co-lead investment strategy and execution within Arrived. You'll manage and grow our portfolio ($400M+ AUM in equity and credit products across 65,000 ...

VP & Co-Head of Investments

Seattle, WA · On-site +1

$200K - $250K/yr

As the VP & Co-Head of Investments, you will co-lead investment strategy and execution within Arrived. You'll manage and grow our portfolio ($400M+ AUM in equity and credit products across 65,000 ...

We're looking for a Senior Vice President, Head of Investments Events to lead the global events function for BNY Investments. This is a senior, highly visible role - one that sits at the intersection ...

We're looking for a Senior Vice President, Head of Investments Events to lead the global events function for BNY Investments. This is a senior, highly visible role - one that sits at the intersection ...

About the role As Head of Alternative Investments, you will own and build the alternative investments strategy and platform at Range. This is a leadership role responsible for designing the ...

About the role As Head of Alternative Investments, you will own and build the alternative investments strategy and platform at Range. This is a leadership role responsible for designing the ...

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Head Of Investments information

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$22K

$96.6K

$221K

How much do head of investments jobs pay per year?

As of Aug 27, 2026, the average yearly pay for head of investments in the United States is $96,611.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $125,500.00 per year, depending on experience, location, and employer.

What does a Head of Investments do?

A Head of Investments is a senior executive responsible for overseeing all investment strategies and portfolio management within an organization. They develop and implement investment policies, manage a team of analysts and portfolio managers, and ensure that the organization’s investment goals are met. This role involves analyzing market trends, assessing risks, and collaborating with other senior leaders to align investments with the company's overall objectives. The Head of Investments also communicates performance and strategies to stakeholders and ensures compliance with regulatory standards.

What skills and qualifications are needed to thrive as a Head of Investments?

To thrive as a Head of Investments, you need advanced financial analysis, portfolio management expertise, and a solid academic background—typically a finance-related degree and often a CFA or MBA. Proficiency with investment management platforms, risk assessment tools, and financial modeling software is essential. Strong leadership, strategic thinking, and persuasive communication set outstanding candidates apart in this role. These skills ensure effective asset allocation, risk mitigation, and alignment of investment strategies with organizational goals.

How does the Head of Investments coordinate with other departments to align investment strategies with overall business objectives?

As the Head of Investments, collaboration with departments such as finance, risk, and executive leadership is essential to ensure investment decisions support the company's broader strategic goals. This typically involves regular meetings to discuss market trends, portfolio performance, and capital allocation, as well as presenting investment proposals to the board. Open communication and partnership with these teams help anticipate potential challenges, align risk tolerance, and ensure that investment strategies are adaptable to changing business priorities.

What is the difference between Head Of Investments vs Investment Analyst?

AspectHead Of InvestmentsInvestment Analyst
Required CredentialsTypically requires a CFA, MBA, or similar advanced degreeOften requires a CFA, finance degree, or related certification
Work EnvironmentLeadership role overseeing investment strategies and teamsResearch-focused, analyzing market data and investment opportunities
Employer & Industry UsageUsed in asset management firms, banks, and investment companiesCommon in investment firms, banks, and financial institutions

The Head Of Investments is a senior leadership role responsible for setting investment strategies and managing teams, requiring advanced credentials like a CFA or MBA. In contrast, an Investment Analyst focuses on research and analysis to support investment decisions. Both roles are integral to investment firms but differ significantly in scope, responsibilities, and seniority.

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Infographic showing various Head Of Investments job openings in the United States as of August 2026, with employment types broken down into 81% Full Time, 16% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $96,611 per year, or $46.4 per hour.

Senior Director, Head of Investments

Advyzon

Lisle, IL • On-site

Full-time

Re-posted 8 days ago


Job description

Senior Director, Head of Investments
We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm’s trading and investment management functions.  The ideal candidate will help to oversee the trading and investment teams, ensuring operational excellence across trading, new capability development, 3rd party strategist platform growth, transition management, tax loss harvesting, and portfolio implementation.   This individual will play a key role in guiding the growth of the new AIM Alternatives Model Marketplace.  This role requires a strategic operator with strong leadership, communication, and problem-solving skills who can develop scalable operational processes, enhance service delivery, and support the continued growth of the AIM platform.
Key Responsibilities
 
  • Help to lead and manage AIM’s trading and investment teams, including hiring, onboarding, training, and coaching of staff.
  • Serve as a primary escalation point for complex investment issues, ensuring timely resolution, minimal trade errors and strong advisor relationships.
  • Oversee new account transitions, ensuring a consistent and scalable onboarding experience for firms joining the AIM platform.
  • Help lead the development of AIM’s new Alternatives Model Marketplace, including the selection of strategies to be included on the platform.
  • Drive continuous process improvement initiatives and service standards that enhance operational efficiency, investment performance, and the advisor experience.
  • Assist with portfolio management of in-house asset allocation, equity, and fixed income strategies.
  • Partner with leadership across technology, product, compliance, and relationship management to ensure operational readiness for new platform capabilities and advisor growth initiatives.
  • Identify, evaluate, and mitigate risk to AIM and advisory firm clients, arising from trading, investments, vendor issues, and other sources.

Skills / Qualifications
 
  • 10+ years of financial services experience, preferably within a TAMP, RIA platform, custodian, or wealth management operations environment.
  • Demonstrated leadership experience in managing a trading function (mutual funds, ETFs, equities, fixed income, and/or derivatives), investment selection, portfolio construction, alternative strategy platform, and traditional SMA platform.
  • Strong understanding of RIA, TAMP, and custodial operational platforms and workflows.
  • Experience developing and implementing operational procedures, scalable workflows, and process improvement initiatives.
  • Ability to manage complex operational issues and escalations while maintaining strong advisor relationships.
  • Experience working with fintech product developers and managers to enhance productivity, improve accuracy, and implement new functionality.
  • Excellent communication, organizational, and problem-solving skills, with the ability to operate effectively in a fast-paced environment.
  • A self-starter with strong attention to detail, capable of working independently while collaborating effectively across teams.
  • Bachelor’s degree required; advanced degree, CFA, CAIA, and/or CFP preferred.

Compensation
$115k, 30% bonus
This is a hybrid position at our Lisle location.

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