Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients
Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients
Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams
Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm’s compliance and investment department requirements.
Engagement in industry associations, events and research to stay on top of trends and developments
Some travel required to build and manage relationships with regional offices and/or key client relationships

10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm
MBA or CFA a plus
Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus
Strong quantitative skills preferred
Exceptional client communication skills, both written and verbal
Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States
Strong team player with a commitment to collaboration and teamwork
Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance

Investment Strategist

Key skills