Director of Research & Protfolio Strategy
 Vicus Capital | |
 United States, Pennsylvania, Pittsburgh | |
 Jun 13, 2026 | |
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Vicus Capital | State College, Pennsylvania Lead investment research. Shape portfolio strategy. Make a difference in the lives of our clients. Vicus Capital is seeking a senior investment professional to lead our research initiatives and help shape portfolio strategy across our firm. This is a high-impact leadership role for someone who wants a meaningful voice in asset allocation, market views, manager selection, and model portfolio construction without the layers, bureaucracy, and distance from decision-making that often come with larger financial institutions. Based in State College, Pennsylvania, Vicus Capital is an independent Registered Investment Advisor with more than $3 billion in AUM. We build innovative investment strategies via model portfolios and customized solutions for clients of independent financial advisors nationwide. Our investment work is rigorous, practical, and ultimately focused on helping advisors deliver better outcomes for their clients. This role is ideal for an experienced investment professional from an RIA, asset manager, investment consulting firm, OCIO platform, or wealth management organization who is ready to step into a broader leadership seat. For the right candidate, this is an opportunity to leave the pace and complexity of a major financial market while continuing to do serious investment work in a close-knit, fast-growing, and highly collaborative firm. About the Role The Head of Research & Portfolio Strategy will lead the firms investment research agenda and serve as Chair of the Investment Committee. This person will be responsible for driving research and decision-making through macroeconomic analysis, market and asset-class views, manager selection, and model portfolio strategy via tactical and strategic allocations. You will lead a small team of analysts, partner closely with other members of the investment team, and work with firm leadership to translate approved investment views into practical portfolio solutions across Vicus Capitals model portfolios and investment strategies. This is not a purely theoretical research role. We are looking for someone who can develop thoughtful investment views, defend them in committee, communicate them clearly, and help ensure they are implemented effectively across client portfolios. What Youll Lead Investment Research & Portfolio Strategy You will set and drive the research agenda for the firm, including:
You should be comfortable developing and defending views on questions such as:
Investment Committee As Chair of the Investment Committee, you will be responsible for helping the committee operate with discipline, rigor, and accountability. We are looking for someone who can lead without ego, challenge without politics, and build consensus without diluting investment conviction. Responsibilities will include:
Analyst Team You will manage and develop a small, focused team of analysts. Responsibilities will include:
Communication & Advisor Support Because Vicus Capital serves financial advisors nationwide, the ability to communicate investment concepts clearly is essential. Alongside the Chief Market Strategist, you will be expected to:
Who Will Thrive Here You may be a strong fit if you:
This role is especially well-suited for someone who has built strong technical investment skills in a larger market or institution and is now looking for broader responsibilities, closer relationships, and a more direct connection between research and results. What Were Looking For The right candidate will bring a combination of investment judgment, intellectual curiosity, leadership ability, emotional intelligence, and practical portfolio experience. Required Qualifications
Preferred Qualifications
Location This is an in-office leadership role based at our headquarters in State College, Pennsylvania. State College offers a different pace than New York, Boston, Philadelphia, or D.C., while still providing access to a highly educated community, a major university environment, outdoor recreation, strong local amenities, and a family-friendly lifestyle. While we do not offer a formal relocation package, we are committed to helping serious candidates evaluate whether State College and Vicus are the right long-term fit. About Vicus Capital Vicus Capital is an independent investment management firm headquartered in State College, Pennsylvania, with more than $3 billion in assets under management. As a Registered Investment Advisor, we build investment strategies, model portfolios, and tools for independent financial advisors across the country. We take pride in delivering thoughtful investment solutions, high-quality advisor service, and a strong client experience. We also believe in creating a workplace where people are trusted to take ownership, contribute ideas, challenge assumptions, and grow professionally. Our culture is collaborative, growth-minded, and relationship driven. We do not believe in micromanagement. We believe in bringing strong attitude and energy, hitting high standards, and giving talented people the room to do meaningful work. Compensation & Benefits This is a full-time salaried position with incentive compensation. Vicus Capital offers a comprehensive benefits package, including:
Salary/Compensation: $115,000 - $150,000 per year recblid fq12tb2bjcexoepxrfjq1agm3wqtg8 | |