Requisition ID: 248774



Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The Managing Director, Senior Investment Consultant acts as a subject matter expert within the OCIO Office, providing institutional-grade insights on the firm’s on-shelf and off-shelf investment offerings. Focused exclusively on Ultra-High-Net-Worth clients, the role delivers informed opinions on Assets Under Administration (AUA), complementing advisor-led discussions on discretionary assets. This position bridges the UHNW platform, Capital Markets capabilities, and client advisory channels to ensure solutions are aligned with each client’s objectives, risk tolerance, and sophistication. Through disciplined analysis and platform stewardship, the role reinforces the firm’s commitment to governance, transparency, and excellence in total wealth delivery.

Accountabilities 

• Leads and drives a cus...