Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)

Job Summary

The role is within the Investment Department’s Portfolio Management Group (PMG). PMG is the client facing side of the Investment organization. Investment Strategists support the firm’s regional advisor teams and report to the Sr. Director, Investment Strategy.

Investment Strategists provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams. Investment Strategists are the local representative of the firm’s investment department and as such are expected to provide expert insight into the firm’s investment philosophy, processes, and platform primarily to advisors and HNW clients.

Essential Job Functions

• 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