Senior Investment Strategist & Portfolio Architect

Avid Wealth Partners in San Antonio, TX, seeks a Director of Investments to own major parts of the investment function and work closely with the CEO and CIO. The role requires absorbing large volumes of research, forming a clear point of view, and turning it into actionable recommendations. You will translate strategy for advisors and communicate complex ideas to clients through meetings, written updates, presentations and video, while integrating tax, estate, business and risk considerations.