About the job

Role Description The Head of Wealth Management at São Paulo Tech School (SPTech) is a part-time, remote role responsible for designing and overseeing the institution’s wealth management strategy, with a focus on financial sustainability and long-term growth. This role involves managing investment portfolios, monitoring performance, and ensuring alignment with SPTech’s mission and risk profile. The Head of Wealth Management will collaborate with leadership to define financial objectives, develop policies for reserves and endowments, and identify opportunities in financial services that support educational initiatives. Day-to-day tasks include analyzing market conditions, evaluating investment options, maintaining relationships with external financial partners, preparing concise reports and recommendations, and ensuring regulatory and compliance standards are met. The role also includes contributing to financial education initiatives within the school and advising on best practices in wealth and asset management.

Qualifications

Strong expertise in Finance and Financial Services, with the ability to interpret financial data and support strategic decision-making.
Proficiency in Investment Management and Investments, including portfolio construction, risk assessment, and performance monitoring.
Demonstrated ability in Business Relationship Management, building and maintaining effective partnerships with financial institutions, advisors, and internal stakeholders.
Proven experience in wealth management leadership roles, preferably within education, nonprofit, or mission-driven organizations.
Working knowledge of regulatory requirements, compliance standards, and ethical practices in financial and investment management.
Strong analytical, problem-solving, and decision-making skills, with attention to detail and a structured approach.
Excellent written and verbal communication skills, including the ability to present complex financial information clearly to non-financial audiences.
Comfort working in a remote, part-time capacity, with reliable digital collaboration and time-management skills.
Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications (such as CFA, CFP, or equivalent) are an advantage.

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Responsibilities

About the job

Qualifications

Strong expertise in Finance and Financial Services, with the ability to interpret financial data and support strategic decision-making.
Proficiency in Investment Management and Investments, including portfolio construction, risk assessment, and performance monitoring.
Demonstrated ability in Business Relationship Management, building and maintaining effective partnerships with financial institutions, advisors, and internal stakeholders.
Proven experience in wealth management leadership roles, preferably within education, nonprofit, or mission-driven organizations.
Working knowledge of regulatory requirements, compliance standards, and ethical practices in financial and investment management.
Strong analytical, problem-solving, and decision-making skills, with attention to detail and a structured approach.
Excellent written and verbal communication skills, including the ability to present complex financial information clearly to non-financial audiences.
Comfort working in a remote, part-time capacity, with reliable digital collaboration and time-management skills.
Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications (such as CFA, CFP, or equivalent) are an advantage.