Senior Manager, Portfolio Investment Strategist

About the role

As a Senior Manager, Portfolio Investment Strategist, you will help shape wealth management investment strategies for high-net-worth with more than $10 million in investable assets.

Working closely with advisors, corporate investment specialists, financial planning consultants, and analysts, you will support the development and implementation of sophisticated investment solutions while helping deliver a high-quality advisor and client experience.

This highly visible, research- and sales-driven role offers the opportunity to collaborate across the enterprise and contribute to strategic initiatives serving the high-net-worth market.

Responsibilities

• Collaborate with advisors, corporate investment specialists, financial planning consultants, and analysts to assess client needs, develop investment planning strategies, and deliver recommendations to advisors and high-net-worth clients.
• Prepare investment strategy materials and participate in meetings with advisors and clients to support the presentation and implementation of recommendations.
• Lead and support projects focused on the high-net-worth segment and business initiatives.
• Partner with business analysts to help ensure investment planning data is accurately reflected within firm planning systems.
• Develop integrated wealth management solutions by collaborating with sales teams, advanced advice specialists, insurance and annuity partners, banking and cash solutions teams, and trust banking professionals.
• Support marketing and business development efforts designed to build awareness of high net worth planning and expand the planning pipeline.
• Coordinate with team members to prioritize casework, manage workflow, and support efficient progression of opportunities through the pipeline.

Qualifications

• Bachelor's degree and 7+ years of financial services experience working with the high-net-worth market segment, including experience assessing client needs, identifying suitable strategies, and making actionable recommendations.
• Demonstrated understanding of financial planning concepts, including legacy and estate planning, retirement planning, business planning, and tax planning strategies.
• Knowledge of advanced investment strategies and wealth management solutions, including capital markets, managed accounts, and alternative investment products.
• Active Series 7 registration.
• Active State Securities Agent registration (Series 63 or Series 66), or ability to obtain within 120 days, and Active State Investment Adviser Representative registration (Series 65 or Series 66), or ability to obtain within 120 days.
• Strong proficiency with Microsoft PowerPoint, Excel, and Word, Thomson One, and Morningstar Direct.
• Proven ability to manage and prioritize multiple client cases in a fast-paced environment.
• Strong written and verbal communication skills.
• Master's degree and/or professional certifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) are valued.

U.S. Work Authorization & Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Remote Work

• This position is eligible for remote work if you are not located within 50 miles of the Minneapolis office.
• Any expectations for travel or in-person collaboration will be discussed during the hiring process.
• This position is eligible for remote work in these locations: Any US location.

Pay and benefits

The estimated base salary for this role is $114,500 - $157,400 / year. We have a pay-forperformance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role.

We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Closing date: 12/10/2026

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• Exempt
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