Director of Investments

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 s person stewards our portfolio and investment philosophy and tells the story of investing in a calm, relatable, and empowering voice.

• External Communication
• 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.
• Internal Communication
• 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.
• Special Projects and Strategic Engagements
• 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.

• 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

• $150,000 to $250,000
• Comprehensive benefits package (medical, dental, vision, life insurance, disability insurance, etc.)
• Open PTO
• 401(k) retirement plan, including generous company‑funded contributions