Head of Wealth Management

Role Description The Head of Wealth Management is a part-time remote role responsible for overseeing and guiding the institution’s wealth management strategy. This role involves managing investment portfolios, monitoring financial performance, and advising on long-term financial planning to support the school’s educational mission. Day-to-day tasks include analyzing market trends, evaluating investment opportunities, maintaining relationships with financial service providers, and preparing concise reports for the educational society’s leadership. The Head of Wealth Management will collaborate with management to ensure that financial resources are allocated efficiently and aligned with institutional goals.

Qualifications

• Strong expertise in Finance and Financial Services, with the ability to develop and implement sound wealth management strategies.
• Proficiency in Investment Management and Investments, including portfolio oversight, risk assessment, and performance optimization.
• Demonstrated skill in Business Relationship Management to maintain productive relationships with banks, advisors, and other financial partners.
• Solid analytical and quantitative skills, with the capacity to interpret financial data and market information for decision-making.
• Relevant academic background in Finance, Economics, Business, or a related field; professional certifications in wealth or investment management are an advantage.
• Prior experience in managing institutional or high-value portfolios, preferably within education or non-profit sectors.
• Ability to work independently in a remote setting, with strong integrity, discretion, and commitment to the institution’s values.