The Portfolio Strategist will be the bridge between the SWIM team and Savvy advisors, their clients, and their prospects: the person advisors call to understand a strategy, pressure-test an allocation, or turn a client conversation into a proposal, and the investment expert they bring into client and prospect meetings.
Competitive salary and equity package
- Serve as the go-to SWIM investment resource for Savvy advisors: explain SWIM’s investment philosophy, process, and platform, answer questions, pressure-test allocations, and build trust in SWIM’s investment approach
- Conduct advisor book reviews to find households and accounts where SWIM solutions may improve client outcomes and drive enrollments
- Build proposals and portfolio analyses (current vs. proposed allocation, asset location, vehicle selection, tax impact, risk, cost) that help advisors make the case to clients
- Join advisors in client and prospect meetings as the SWIM investment subject-matter expert, including commentary on markets and portfolio positioning
- Translate SWIM’s investment views, portfolio positioning, and product capabilities into clear, advisor-friendly language, and work with the SWIM investment team and Marketing to create and maintain educational materials
- Nice to have: CFA
- Nice to have: CFP
- Nice to have: CIMA
- Nice to have: Orion Eclipse
- Nice to have: Tamarac
