SteelPeak Wealth
This range is provided by SteelPeak Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$175,000.00/yr - $200,000.00/yr Additional compensation types
Annual Bonus Location:
Woodland Hills, CA (onsite only) About SteelPeak Wealth SteelPeak Wealth is a $3.7 billion AUM, independent RIA headquartered in Woodland Hills, CA. We’re redefining the wealth management experience through cutting-edge investment platforms, operational excellence, and a relentless focus on fiduciary integrity. As our firm scales, we’re looking to strengthen the core of our investment engine with a strategic hire:
Director of Investments. Position Summary The Director of Investments will lead the firm’s investment operations and model portfolio governance. This role is responsible for trade oversight, platform optimization, process improvement, and investment committee leadership. You will work closely with senior leadership to elevate both efficiency and accountability across the entire investment lifecycle. Key Responsibilities Lead the Investment Committee and oversee model portfolio construction and updates Implement and enforce trade execution oversight, reconciliation, and error-prevention systems Design and maintain pre- and post-trade error detection frameworks Oversee investment research, due diligence, and manager selection Manage investment platforms and explore automation and AI integration opportunities Collaborate with compliance to ensure regulatory adherence Continuously evaluate and improve workflows across investment operations Produce and present portfolio performance analytics and insights to firm leadership Mentor junior analysts and foster a high-performance, low-error culture Own the integrity and evolution of trading and operational governance Qualifications 10+ years of experience in investment operations, portfolio management, or institutional investing Proven leadership in workflow optimization and error reduction Deep expertise with investment platforms like Orion, Tamarac, or Black Diamond CFA designation strongly preferred Operational experience in RIA, wealth management, or asset management firms Working knowledge of trade automation tools (e.g., iRebal, Blaze Portfolio) and CRM integration Familiarity with AI tools for investment monitoring, error-checking, or process analysis Exceptional cross-functional communication skills and a systems-thinking mindset Must work in-person from our
Woodland Hills
headquarters Why SteelPeak Wealth? We don’t just manage wealth — we engineer it. At SteelPeak, you’ll be part of a team that values intelligence, innovation, and execution. You’ll help shape and secure the foundation of an investment process that’s built to scale and powered by technology and trust. Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Strategy/Planning, Finance, and Management Industries Financial Services and Investment Management Referrals increase your chances of interviewing at SteelPeak Wealth by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Investment Director” roles.
Los Angeles, CA $190,000.00-$218,000.00 1 month ago Director of Financial Planning and Analysis
Los Angeles Metropolitan Area $175,000.00-$225,000.00 4 weeks ago Investment Banking Director - Renewable Energy
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Director of Financial Planning and Analysis
Director of Financial Planning and Analysis
Los Angeles, CA $165,000.00-$180,000.00 3 weeks ago Beverly Hills, CA $175,000.00-$225,000.00 1 week ago Los Angeles, CA $210,000.00-$251,000.00 2 weeks ago Compton, CA $190,000.00-$215,000.00 3 weeks ago Senior Director/Principal-Business Strategy-Credit
Los Angeles, CA $180,000.00-$200,000.00 3 weeks ago Cypress, CA $165,000.00-$180,000.00 2 weeks ago Beverly Hills, CA $170,000.00-$200,000.00 2 weeks ago Pasadena, CA $150,000.00-$200,000.00 5 days ago Director of Capital Formation | Real Estate
Director of Corporate Finance | Growth-Focused CPG
Rossmoor, CA $185,000.00-$220,000.00 2 days ago Cypress, CA $180,000.00-$210,000.00 2 days ago Director of Financial Planning & Analysis
Redondo Beach, CA $185,000.00-$215,000.00 1 month ago Los Angeles, CA $150,000.00-$160,000.00 2 weeks ago SENIOR DIRECTOR, FINANCE (FINANCIAL PLANNING)
Los Angeles Metropolitan Area 2 weeks ago Beverly Hills, CA $175,000.00-$225,000.00 1 week ago Director of Financial Planning and Analysis - Temp to Hire
Los Angeles Metropolitan Area $90.00-$110.00 15 hours ago Los Angeles County, CA $230,000.00-$260,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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$175,000.00/yr - $200,000.00/yr Additional compensation types
Annual Bonus Location:
Woodland Hills, CA (onsite only) About SteelPeak Wealth SteelPeak Wealth is a $3.7 billion AUM, independent RIA headquartered in Woodland Hills, CA. We’re redefining the wealth management experience through cutting-edge investment platforms, operational excellence, and a relentless focus on fiduciary integrity. As our firm scales, we’re looking to strengthen the core of our investment engine with a strategic hire:
Director of Investments. Position Summary The Director of Investments will lead the firm’s investment operations and model portfolio governance. This role is responsible for trade oversight, platform optimization, process improvement, and investment committee leadership. You will work closely with senior leadership to elevate both efficiency and accountability across the entire investment lifecycle. Key Responsibilities Lead the Investment Committee and oversee model portfolio construction and updates Implement and enforce trade execution oversight, reconciliation, and error-prevention systems Design and maintain pre- and post-trade error detection frameworks Oversee investment research, due diligence, and manager selection Manage investment platforms and explore automation and AI integration opportunities Collaborate with compliance to ensure regulatory adherence Continuously evaluate and improve workflows across investment operations Produce and present portfolio performance analytics and insights to firm leadership Mentor junior analysts and foster a high-performance, low-error culture Own the integrity and evolution of trading and operational governance Qualifications 10+ years of experience in investment operations, portfolio management, or institutional investing Proven leadership in workflow optimization and error reduction Deep expertise with investment platforms like Orion, Tamarac, or Black Diamond CFA designation strongly preferred Operational experience in RIA, wealth management, or asset management firms Working knowledge of trade automation tools (e.g., iRebal, Blaze Portfolio) and CRM integration Familiarity with AI tools for investment monitoring, error-checking, or process analysis Exceptional cross-functional communication skills and a systems-thinking mindset Must work in-person from our
Woodland Hills
headquarters Why SteelPeak Wealth? We don’t just manage wealth — we engineer it. At SteelPeak, you’ll be part of a team that values intelligence, innovation, and execution. You’ll help shape and secure the foundation of an investment process that’s built to scale and powered by technology and trust. Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Strategy/Planning, Finance, and Management Industries Financial Services and Investment Management Referrals increase your chances of interviewing at SteelPeak Wealth by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Investment Director” roles.
Los Angeles, CA $190,000.00-$218,000.00 1 month ago Director of Financial Planning and Analysis
Los Angeles Metropolitan Area $175,000.00-$225,000.00 4 weeks ago Investment Banking Director - Renewable Energy
Los Angeles Metropolitan Area 4 weeks ago Burbank, CA $145,600.00-$270,400.00 5 days ago Managing Director, Head of Investment Grade Research
Director of Financial Planning and Analysis
Director of Financial Planning and Analysis
Los Angeles, CA $165,000.00-$180,000.00 3 weeks ago Beverly Hills, CA $175,000.00-$225,000.00 1 week ago Los Angeles, CA $210,000.00-$251,000.00 2 weeks ago Compton, CA $190,000.00-$215,000.00 3 weeks ago Senior Director/Principal-Business Strategy-Credit
Los Angeles, CA $180,000.00-$200,000.00 3 weeks ago Cypress, CA $165,000.00-$180,000.00 2 weeks ago Beverly Hills, CA $170,000.00-$200,000.00 2 weeks ago Pasadena, CA $150,000.00-$200,000.00 5 days ago Director of Capital Formation | Real Estate
Director of Corporate Finance | Growth-Focused CPG
Rossmoor, CA $185,000.00-$220,000.00 2 days ago Cypress, CA $180,000.00-$210,000.00 2 days ago Director of Financial Planning & Analysis
Redondo Beach, CA $185,000.00-$215,000.00 1 month ago Los Angeles, CA $150,000.00-$160,000.00 2 weeks ago SENIOR DIRECTOR, FINANCE (FINANCIAL PLANNING)
Los Angeles Metropolitan Area 2 weeks ago Beverly Hills, CA $175,000.00-$225,000.00 1 week ago Director of Financial Planning and Analysis - Temp to Hire
Los Angeles Metropolitan Area $90.00-$110.00 15 hours ago Los Angeles County, CA $230,000.00-$260,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr