Senior Investment Strategist

Responsibilities

• Build relationships with advisors to provide investment strategy and proposal support
• Serve as investment strategy subject matter expert in meetings with clients and advisors
• Provide commentary on current market trends
• Create and maintain educational content on investment strategies in collaboration with research and marketing teams
• Present investment strategy topics at firm and industry events
• Execute special projects as needed

Requirements

• Bachelor's Degree in Accounting, Economics, Engineering, Finance, Math, or related field
• 7+ years of experience in investment-related, communications, or technical positions
• Comprehensive understanding of public and private markets, portfolio design, and complex investment vehicles
• Strong verbal and written communication skills for conveying technical investment approaches
• Ability to work collaboratively across disciplines and manage multiple demands
• Knowledge of global investment market conditions and trends

About the Company

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.