Foster & Motley is looking for talented individuals to join our team for the following positions:
About Foster & Motley
Foster & Motley is a growing, independent, employee-owned, fee-only firm that provides clients with investment management and comprehensive financial planning. We currently manage over $2.5 Billion in client assets and have over 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.
Portfolio Manager
Position Summary
Foster & Motley, Inc. is seeking an Investment Manager to join our team. This is a full-time position located in Cincinnati, Ohio. The Investment Manager is responsible for developing and maintaining strong relationships with clients and the execution of investment strategies to meet client objectives. They will represent the firm in prospective and existing client meetings, deliver presentations to educate and communicate the firm’s investment strategies, portfolio performance, and recommendations. This position will collaborate with financial planners through our team-based approach to deliver holistic wealth management solutions.
Essential Functions
- Lead portfolio design and asset allocation strategies across all client segments
- Review portfolios and identify accounts that require rebalancing and execute trades to bring portfolios in line with target allocations
- Maintain client relationships by providing exceptional client service
- Communicate the F&M investment story to prospective clients
- Conduct investment research across all asset classes
- Assist in the evaluation of investment offerings, including ETFs, mutual funds, and private investments
- Monitor portfolio performance and provide overall investment reviews during client meetings
- Collaborate with financial planners to customize portfolios based on client goals and tax considerations
- Proactively engage with clients to deepen relationships
Minimum Education and Experience Required
- Bachelor's degree in Business Administration, Finance, Accounting, or related field
- CFA® charterholder
- Experience in working with external clients
- Effective communication and presentation skills
- Experience in portfolio management and investment research
- Knowledge of using portfolio management tools or systems (e.g. Tamarac)
- Excellent analytical, quantitative, and problem-solving skills
- Proficient in all necessary applications (MS Office, etc.)
- High attention to detail and ability to manage multiple tasks under tight deadlines
- Adhere to ethical and confidentiality standards
What This Role Offers
- Competitive salary commensurate with experience
- Annual bonus
- Safe Harbor 401(k) plan with discretionary profit sharing
- Medical, Dental, Vision, Short-Term/Long-Term Disability, and Group Life insurance
- Paid time off and paid parental leave
- Opportunities for professional growth and continuing education
- Up to 16 hours per week of remote work flexibility, starting after 90-days of employment
To Apply
If interested, please email your resume and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.
Director of Human Resources
Position Summary
Foster & Motley, Inc. is seeking a Director of Human Resources to join our team. This is a full-time position located in Cincinnati, Ohio. The Director of Human Resources will lead and manage all aspects of human resources for the firm, working closely with leadership to design and implement HR strategies that align with our business goals. This is a hands-on, consultative role with a strategic focus on talent development, compensation strategies, and organizational effectiveness. The ideal candidate will be able to partner with leadership, drive career development initiatives, and create competitive compensation packages that attract and retain top talent.
Essential Functions
- Strategic HR Leadership: Partner with leadership to align HR strategies with business objectives, providing consultative advice on all HR-related matters.
- Talent Acquisition: Design and implement recruitment strategies to attract and hire top talent, including internship programs, referral networks, job postings, interviewing, and onboarding processes.
- Talent Development & Career Pathing: Enhance career development and growth opportunities for employees at all levels. Provide coaching and support to managers and teams on performance management and talent development.
- Compensation & Benefits: Lead the development and administration of competitive compensation strategies and benefit packages. Conduct regular compensation benchmarking and work with leadership to ensure equitable and market-driven pay structures. Organizational Design & Development: Support organizational growth by leading workforce planning, change management, and structural initiatives. Ensure the organization’s talent infrastructure aligns with its strategic goals.
- Employee Engagement & Culture: Foster a positive company culture by ensuring clear communication, promoting a collaborative environment, and developing employee engagement initiatives that align with the firm’s core values.
- Compliance & Risk Management: Own HR compliance with local, state, and federal regulations. Ensure adherence to employment laws, policies, and practices. Manage risk mitigation efforts related to HR matters. HR Operations & Systems: Optimize HR processes and systems to streamline employee lifecycle management. Maintain accurate HR records and ensure data integrity in HR systems.
Minimum Education and Experience Required
- Bachelor’s degree in Human Resources, Business Administration, or related field; HR certifications (e.g., SHRM-SCP, SPHR) a plus.
- 7+ years of progressive HR experience, with at least 3 years in a leadership role.
- Experience working in a growing, fast-paced environment, preferably within a professional services or financial services firm.
- Experience in talent acquisition including attracting talent.
- Strong knowledge of compensation and benefits strategies, HR laws, and best practices.
- Proven track record of developing and implementing talent management, training, and career development programs.
- Excellent communication, interpersonal, and consultative skills with the ability to influence at all levels of the organization.
- Ability to work effectively in a collaborative, team-oriented environment.
- Strong problem-solving skills and the ability to manage multiple priorities and initiatives simultaneously.
What This Role Offers
- Competitive salary commensurate with experience
- Annual bonus
- Safe Harbor 401(k) plan with discretionary profit sharing
- Medical, Dental, Vision, Short-Term/Long-Term Disability and Group Life insurance
- Paid time off and paid parental leave
- Opportunities for professional growth and continuing education
- Up to 16 hours per week of remote work flexibility, starting after 90-days of employment
To Apply
If interested, please email your resume and cover letter to
careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.