Senior investment strategist for high-net-worth clients
Partner with advisors to deliver portfolio construction and asset location guidance
Support regional advisor teams with investment philosophy and solutions
Contribute to industry research and market insights
Collaborate with distributed stakeholders across the US

🎯 Requirements

10+ years client-facing wealth mgmt experience preferred
Strong understanding of portfolio construction and asset allocation
Experience with private markets and alternative investments a plus
Quantitative/analytical skills to translate data to actions
Excellent written and verbal communication
Series 65 required unless exempt via CFA/CFP

🎁 Benefits

Base salary $170,000–$225,000 USD depending on location/experience
Eligibility for incentive compensation
Hybrid work in SF Bay Area
Comprehensive health, dental, vision insurance
401(k) with employer matching
Paid holidays and generous PTO

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