MOHR Talent
Director of Alternative Investments
Location:
Phoenix, AZ (in-office)
Compensation:
up to $210K base + performance bonus
Required Certifications:
CFA required, CAIA preferred
A leading national wealth management firm is seeking a
Director of Alternative Investments
to shape and elevate its private markets and alternative product platform.
This is a
high-impact, client-facing leadership role
for someone who combines
deep investment expertise
with strong communication and presentation skills. You’ll lead the firm’s alternative investment strategy — overseeing due diligence, product evaluation, and advisor support across
private equity, private credit, hedge funds, structured products, DSTs, QOZs, and other sophisticated solutions .
What You’ll Do
Lead the due diligence and product approval process for complex investments
Partner with financial advisors on portfolio design and alternative allocation strategies
Build and maintain relationships with asset managers and product sponsors
Deliver market and strategy presentations to internal and advisor audiences
Mentor a high-performing team of analysts and drive continuous platform improvement
What You’ll Bring
8+ years in wealth management, investment research, or alternative investments
Strong understanding of private markets, structured solutions, and product diligence
CFA required; CAIA or JD preferred
Excellent communicator and confident presenter
A rare opportunity to lead, influence, and grow within a respected wealth platform.
Equal Employment Opportunity MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
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Phoenix, AZ (in-office)
Compensation:
up to $210K base + performance bonus
Required Certifications:
CFA required, CAIA preferred
A leading national wealth management firm is seeking a
Director of Alternative Investments
to shape and elevate its private markets and alternative product platform.
This is a
high-impact, client-facing leadership role
for someone who combines
deep investment expertise
with strong communication and presentation skills. You’ll lead the firm’s alternative investment strategy — overseeing due diligence, product evaluation, and advisor support across
private equity, private credit, hedge funds, structured products, DSTs, QOZs, and other sophisticated solutions .
What You’ll Do
Lead the due diligence and product approval process for complex investments
Partner with financial advisors on portfolio design and alternative allocation strategies
Build and maintain relationships with asset managers and product sponsors
Deliver market and strategy presentations to internal and advisor audiences
Mentor a high-performing team of analysts and drive continuous platform improvement
What You’ll Bring
8+ years in wealth management, investment research, or alternative investments
Strong understanding of private markets, structured solutions, and product diligence
CFA required; CAIA or JD preferred
Excellent communicator and confident presenter
A rare opportunity to lead, influence, and grow within a respected wealth platform.
Equal Employment Opportunity MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
#J-18808-Ljbffr