A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.

Industry: Financial Services
Company Size: 11-50 employees

Seeds

Savvy Admin PROD

**Director of Investment Strategy **About Us

Seeds is a fast-growing early-stage RIA fintech startup on a mission to empower financial advisors to supercharge their business growth while delivering a meaningful investing experience for their clients!

At Seeds, our core values are the heartbeat of our Company: Trust is our currency and we champion transparency, active listening, collaboration, and a spirit of polite disruption. We're dedicated to pursuing excellence in all that we do. Our clients are the heroes in our story, and we strive to make their needs the focal point of our innovative solutions.

We are eager to welcome ambitious, energetic, and curious-minded individuals to join our innovative and passionate team where every contribution is appreciated, different perspectives are valued, and every voice matters. As a remote-first company, we pride ourselves on having a strong work ethic while embracing flexibility, a healthy work-life balance, and the freedom to work from anywhere in the U.S. You’ll have the chance to collaborate with a small talented team with extensive experience and knowledge in financial services, technology, and startups. Together, you'll be at the forefront of wealth tech innovation, committed to reshaping a $6.6+ trillion industry and fostering meaningful connections between individuals and their finances.

If you’re eager to make a meaningful impact in the financial advisory industry, we encourage you to apply to join us on our exciting journey!

**Job Description **The Seeds Investment Team is responsible for the design, implementation, and messaging of investment solutions that enable financial advisors to deliver customized and tax efficient portfolios to their clients. As the director of investment strategy, you will work with the broader investments and marketing teams to support all advisor-facing investment related activities such as content creation, presenting on investment topics, and writing blogs and research papers. The role will also work closely with client success to craft investment responses and engage in thought leadership that help address advisor needs on the Seeds platform.  As the senior leader of this outward-facing group you will serve as a key advocate for Seeds’ investment philosophy and solutions, develop talent within the team, own client outcomes, and provide compelling thought leadership.

**Contributions You’ll Make: **

- Partner with sales and client success to drive new business and expand wallet share through strategic investment education

- Build and oversee cross-functional processes to improve the speed and quality of all investment responses to advisor questions platform wide

- Serve as a primary investment strategist for the wealth management community, translating complex market ideas and trends into actionable advisor guidance

- Strategic expertise in diagnosing and resolving critical investment bottlenecks by uncovering the “question behind the question” to drive clarity and execution

- Continuously expand your understanding of markets, products, and regulations, disseminating that learning across the organization

- Develop internal talent by coaching seniors, building succession, and leveling up overall team performance

**Successful Candidates Will Have: **

- 8+ years of wealth advisor-facing experience within the investment team of an asset or wealth management firm

- B.S. in Finance, Economics, or Engineering

- Extensive expertise speaking and/or writing about a wide range of investment topics such as indexing, factor investing, and ESG across equities and fixed income asset classes

- Passion for producing investment content centered around personalization - the intersection of technology and finance

- Strong desire to innovate creatively and think beyond traditional wealth industry constructs

- Potential to lead, mentor, and develop a high-performing investment team

- Series 7, 63, CFA, or other industry related certifications are a plus, but not required

**Compensation and Benefits **

- Base Salary + Annual Bonus and Equity: A competitive compensation package that includes compensation in the $175,000 - $200,000 range plus equity options.

- Comprehensive Benefits: Access to health and wellness benefits that support your well-being.

- Flexible PTO: Take the time you need to relax and recharge.

- 100% Remote Work Flexibility: Work from anywhere in the U.S. and enjoy the freedom to choose your ideal workspace.

- Company-Paid Holidays: Enjoy key holidays without dipping into your PTO.

- Quarterly In-Person Team Events: Participate in Company-paid fun-filled in-person events to build connections and celebrate achievements together.

- Supportive Culture: Join a team that values your contributions and empowers your growth.

- Career Growth Opportunities: Enjoy the chance to take on new responsibilities and explore diverse career paths as our company continues to grow.

Director Of Investment Strategy

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