Investment Strategist

Position Overview

This Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Team's clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation recommendations.

The Investment Strategist will implement customized investment solutions for the Team's clients that leverage the institutional capabilities of the Firm's Investment Strategy Group as well as the institutional knowledge of the Asset Allocation Committee.

The Investment Strategist should have a proven track record of developing customized portfolio solutions for clients by utilizing both proprietary and third-party managers, as well as communication views on market outlook broadly. The Investment Strategist must have strong investment expertise and analytic skills, as well as strong communication, presentation and writing skills.

Primary Responsibilities

• Leveraging the views established by the firm's institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele
• Driving process and provide investment expertise to build optimal portfolios
• Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations, white papers and articles
• Presenting regularly to existing clients and prospects

Experience & Skills Qualifications

• A minimum of 8 years of experience constructing portfolios on behalf of HNW clients or institutions
• A comprehensive understanding of asset allocation, portfolio construction and manager selection
• Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals
• Keen understanding of the global macro environment, the global economy and other factors that impact the success of investment management strategies
• Superior analytical and problem-solving skills
• Effective verbal and written communication skills
• Embrace and promote a culture of client focus, excellence, integrity and teamwork; effectively encouraging innovation and open dialogue
• Entrepreneurial spirit and strong work ethic
• SIE, Series 7 and 66 licenses are required

Additional information

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $170,000-$200,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location.

An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

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