Director of Investments

Burton Enright Welch • Walnut Creek, CA

10d • $150,000 - $250,000

About The Position

Founded in 1989, Burton Enright Welch (BEW) is a growing independent, fee-only financial planning and investment management firm in Walnut Creek, CA with $1.5+ billion in assets under management. We help clients simplify complexity, make confident decisions, and stay grounded through every market environment.

The Director of Investments is a visible, client-facing leader at BEW. This person stewards our portfolio and investment philosophy and tells the story of investing in a calm, relatable, and empowering voice.

Requirements

• Bachelor's degree required; CFA Preferred
• 7+ years of professional investment experience including asset allocation and portfolio construction
• Proven success communicating investment strategy to non-technical audiences
• Experience with Excel and portfolio analytics/reporting tools (e.g., Tamarac) preferred
• Exceptional communicator (verbal, written and listening) who can explain complex ideas simply and confidently
• Deep investment knowledge with calm leadership and empathy
• Team-oriented collaborator who supports advisor success
• Strong analytical rigor with sound judgment
• High integrity, curiosity, humility, and commitment to BEW’s fiduciary duty

Nice To Haves

• CFA Preferred
• Experience with Excel and portfolio analytics/reporting tools (e.g., Tamarac) preferred

Responsibilities

• Serve as BEW’s primary communicator on markets, investments, and economic context to clients and prospects.
• Lead creation and delivery of approachable educational content (blogs, newsletters, webinars, videos, and presentations).
• Provide proactive communication during volatile markets to reassure and guide clients.
• Partner with BEW advisors to ensure confidence in discussing portfolio positioning, performance, and market conditions in client meetings.
• Provide tools, talking points, and messaging to simplify complex investment ideas.
• Lead internal education sessions to strengthen BEW’s internal investment expertise and alignment.
• Oversee BEW’s investment strategy, including asset allocation, manager selection, fund lineup oversight, and portfolio construction.
• Monitor investments for performance, cost, risk, and philosophical alignment
• Research and conduct ongoing due diligence on potential strategies
• Lead BEW’s Investment Committee meetings – set agenda, drive discussion, prepare materials, and maintain compliance documentation.
• Join prospect conversations as the investment subject-matter expert and support strategic growth opportunities.
• Support key client relationships
• Lead or contribute to firm initiatives that enhance investment strategy, client experience, and BEW’s capabilities.

Benefits

• Comprehensive benefits package (medical, dental, vision, life insurance, disability insurance, etc.)
• Open PTO
• 401(k) retirement plan, including generous company-funded contributions
• Company-paid parking
• Potential path to equity ownership

What This Job Offers

• Job Type: Full-time
• Career Level: Director