Key skills
LeadershipCollaboration
About this role
Role Overview
- Serve as the senior investment strategist and client facing expert
- Communicate investment strategies to clients and consultants
- Facilitate internal training on new product launches
- Collaborate with internal partners for targeted client strategies
- Act as the aligned investment relationship manager
- Serve as an internal and external subject matter expert
- Provide leadership, mentorship, and technical guidance
- Participate in special projects and perform other duties as assigned
Requirements
- Eight years related work experience
- Five years in client-facing expert role
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree a plus
- CFA or CFP preferred
- Regulatory license and/or registration (e.g., FINRA)
- Series 7 and 63 required
- Knowledge of Defined Contribution is a plus
Benefits
- Hybrid working model to enhance flexibility and enable collaboration
- Professional development opportunities