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.