Hiring: Investment Director Company: Garry Executive Search Location: Bridgewater, NJ Job Posted Time: 2026-09-12 10:39:21 Employment Type: Remote Target Skills & Keywords : CFA, Equities, Financial Planning, Fixed Income, Portfolio Management, Project Management, Wealth Management About the job Experience: •8+ years of professional investment research, portfolio management, or investment committee experience, with meaningful tenure at a registered investment advisor (RIA) or similar independent wealth management firm Required Skills: •Lead the firm's investment research process and help establish research priorities •Conduct and oversee fundamental, quantitative, and macroeconomic research across asset classes •Evaluate individual securities, ETFs, mutual funds, private investments, and alternative asset strategies •Present investment recommendations and strategic insights to the investment committee •Monitor portfolio positioning, asset allocation, and risk exposures across client portfolios •Assist in the design, implementation, and ongoing refinement of investment strategies and model portfolios •Participate in due diligence for external managers and alternative investment opportunities •Mentor and develop junior research professionals Qualifications: •Direct message the job poster from Garry Executive Search •Boutique Wealth Management Recruiter || Executive Search for Independent RIAs & Family Offices || Founder, Garry Executive Search •Garry Executive Search is conducting a confidential, retained search on behalf of a fee-only registered investment advisor in Central New Jersey seeking an experienced •Director of Investment Research (Path to CIO) •To lead its investment research function. This is a key leadership role responsible for the development, oversight, and evolution of the firm's investment strategies and portfolio construction process, with a clear path to Chief Investment Officer for the right person. •CFA charter holder (not required — candidates with equivalent multi-asset research depth and RIA experience will be considered) •Advanced degree in finance, economics, business, or related field •Currently a senior or second-chair investment professional at a larger RIA, looking to step into a lead investment role Compensation: •$150,000 - $250,000 / year •Flexible work environment (work from home / hybrid options) •Base salary $150K–$200K plus performance-based incentives and bonuses ($250,000 total start base+bonus), commensurate with experience Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!