Senior Market Strategist

About the role

Lead market analysis and strategy development to inform wealth management offerings and client engagement strategies.

Responsibilities

• Conduct market research and analyze trends to identify opportunities and threats for Capital Partners’ clients and products.
• Develop and implement strategic plans that align with business goals and objectives.
• Collaborate with cross-functional teams to ensure alignment on marketing initiatives and client communications.
• Stay current with industry developments and regulatory changes impacting wealth management.

Requirements

• Bachelor’s degree in Marketing, Business Administration, Economics, or related field.
• 5+ years of experience in market research, strategy development, or similar role.
• Strong analytical skills and ability to interpret data to drive strategic decisions.
• Excellent communication and interpersonal skills to build relationships with clients and colleagues.
• Proficiency in Microsoft Office Suite and market research tools.

Qualifications

• Experience working with wealth management firms preferred.
• Knowledge of financial markets and investment products.
• Ability to work independently and manage multiple projects simultaneously.

Skills

• Market research and analysis skills.
• Strategic planning and implementation skills.
• Client relationship management skills.
• Project management skills.

Benefits

• Competitive salary commensurate with experience.
• Flexible work schedule.
• Professional development opportunities.
• Health insurance benefits.
• Retirement plan contributions.

Pay

Salary is competitive and commensurate with experience.

Schedule

Hybrid schedule available, combining remote and in-office work.