Role OverviewThe Investment Strategist will lead the investment process for the Wealth Advisor Team's clients by developing comprehensive portfolio solutions, including strategic asset allocation models and tactical asset allocation recommendations. The Investment Strategist will implement customized investment solutions for the Team's clients, leveraging the institutional capabilities of the Firm's Investment Strategy Group and the institutional knowledge of the Asset Allocation Committee.
What You Will Do
The primary responsibilities of the Investment Strategist include leveraging the views established by the firm's institutional asset management leadership to develop strategic and tactical asset allocation recommendations, driving process and providing investment expertise to build optimal portfolios, and performing quantitative and qualitative analyses on investments topics.
Why It Might Be a Fit
The ideal candidate will have a proven track record of developing customized portfolio solutions for clients, strong investment expertise and analytic skills, as well as strong communication, presentation, and writing skills. The Investment Strategist must be able to partner with Advisors to present, consult, and advise HNW clients to achieve their financial goals.
Requirements
- 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
- SIE, Series 7 and 66 licenses are required
- Ability to partner with Advisors to present, consult, and advise HNW clients to achieve their financial goals
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Other benefits
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