Wealth Investment Strategist

Wealth Investment Strategist Overview

• The Wealth Investment Strategist will lead investment processes for high-net-worth clients, developing strategic and tactical asset allocation models and portfolio solutions.
• Collaborate with institutional investment teams to leverage proprietary and third-party managers for customized solutions.
• Engage with clients to communicate market outlooks and provide investment expertise tailored to their financial goals.
• Work in a hybrid environment, fostering teamwork and innovation within a dynamic and client-focused culture.
• Utilize strong analytical skills to perform quantitative and qualitative analyses on investment topics.
• Contribute to thought leadership through presentations, white papers, and articles.
• Support the team’s goal of expanding assets under management to $10 billion.
• Work closely with advisors to ensure alignment with client objectives and portfolio strategies.

Wealth Investment Strategist Key Responsibilities & Duties

• Develop and implement strategic and tactical asset allocation recommendations for private wealth clients.
• Perform detailed quantitative and qualitative analyses to inform investment decisions.
• Build and optimize portfolios using proprietary and third-party investment managers.
• Present investment strategies and market outlooks to clients and prospects.
• Collaborate with advisors to consult and advise clients on achieving financial goals.
• Contribute to thought leadership through publications and presentations.
• Maintain a proactive approach to client engagement and portfolio management.
• Ensure compliance with regulatory requirements and uphold the firm’s values of integrity and excellence.

Wealth Investment Strategist Job Requirements

• Bachelor of Science degree in finance, economics, or a related field.
• Minimum of 8 years of experience in portfolio construction for high-net-worth clients or institutions.
• Comprehensive understanding of asset allocation, portfolio construction, and manager selection.
• SIE, Series 7, and Series 66 licenses are mandatory.
• Strong analytical and problem-solving skills, with a keen understanding of global macroeconomic factors.
• Effective verbal and written communication skills for client presentations and consultations.
• Ability to work collaboratively in a team-oriented environment, promoting innovation and open dialogue.
• Entrepreneurial spirit and strong work ethic, with a proactive approach to client engagement.