Head of Advised Asset Allocation

Malvernonsitedirector

Posted today · via Workday

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About this role

Role Overview The Head of Advised Asset Allocation leads the research team responsible for developing personalized asset allocation frameworks that translate client goals, preferences, and financial circumstances into scalable portfolio solutions for wealth clients. The role oversees allocation methodology, portfolio modeling, capital market assumptions, and wealth portfolio design in partnership with investment management, product, and technology teams. Key Responsibilities Lead asset allocation, portfolio construction, and model portfolio frameworks for wealth portfolios. Design scalable personalized investment recommendations aligned to client goals, risk capacity, income needs, taxes, liquidity, and legacy objectives.…

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Level fit

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Domain experience

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Recency

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Location fit

This role is based in Malvern. We weight your proximity and willingness to relocate.

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