Investment Strategist

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 13, 2026

Salary

$170K-$200K not verified - source not recorded; timestamp not recorded

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

74% above the BLS role benchmark for finance aggregate.

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

Not verified

Weekend work

Not verified

Application

Cover letter

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Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Investment Strategist New York, NY Position Overview: This Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Team's clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation recommendations. The Investment Strategist will implement customized investment solutions for the Team's clients that leverage the institutional capabilities of the Firm's Investment Strategy Group as well as the institutional knowledge of the Asset Allocation Committee. The Investment Strategist should have a proven track record of developing customized portfolio solutions for clients by utilizing both proprietary and third-party managers, as well as communication views on market outlook broadly. The Investment Strategist must have strong investment expertise and analytic skills, as well as strong communication, presentation and writing skills. Primary Responsibilities: Leveraging the views established by the firm's institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele Driving process and provide investment expertise to build optimal portfolios Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations, white papers and articles Presenting regularly to existing clients and prospects Experience & Skills Qualifications: A minimum of 8 years of experience constructing portfolios on behalf of HNW clients or institutions A comprehensive understanding of asset allocation, portfolio construction and manager selection Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals Keen understanding of the global macro environment,

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