Senior Investment Strategist - Private Wealth

About the role

The Senior Investment Strategist works directly with our most sophisticated and complex high-net-worth clients to create custom investment solutions that harness the power of the investment process.

Responsibilities

• Serve as the investment management subject matter expert within a team of professionals.
• Play a crucial part in the development, maintenance, and oversight of the investment strategy and asset allocation for clients serviced by the Private Wealth Management team.
• Focus on serving individuals and families with at least $3 million in investable assets.
• Work within the firm's Portfolio Management Division to oversee the management of investment advisory accounts on a discretionary basis.
• Leverage expertise to oversee the management of investment advisory accounts on a discretionary basis.
• Other duties as assigned.

Requirements

• Possess a college degree or relevant experience.
• Have 8 years’ experience in Investment Management, Financial Planning, or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction.
• Demonstrate a high degree of emotional intelligence when interacting with clients and internal partners.
• Develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities.
• Demonstrate strong communication skills (verbal, written, listening, presentation).
• Demonstrate trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations.
• Demonstrate strong leadership skills.

Qualifications

• College degree or relevant experience.
• 8 years’ experience in Investment Management, Financial Planning, or Brokerage.
• High degree of emotional intelligence.
• Strong communication skills.
• Trust, investment, and trading knowledge.
• Strong leadership skills.

Skills

• Investment Management
• Financial Planning
• Brokerage
• Complex Information Communication
• Emotional Intelligence
• Client Relationship Building
• Communication Skills
• Leverage Expertise
• Leadership Skills

Benefits

• Competitive and varied benefits
• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Variety of associate banking benefits

Pay

Compensation ranges from $99,750 - $157,060 for US Employees in all other states not listed above.

Schedule

N/A