The Investment Strategist will collaborate with the portfolio consultant and management team to develop investment strategy, product selection, and asset allocation recommendations while facilitating analysis of prospective client holdings.
Compensation
Salary Range: $76,695.00 - $115,804.00
Responsibilities
Collaborate with portfolio consultant and management team to develop investment strategy, product selection, and asset allocation recommendations
Facilitate analysis of prospective client holdings
Communicate with financial advisors and clients providing ongoing support on investment-related activities
Provide guidance to internal sales team for Wealth Advisory cases
Review and understand risk tolerances and goals of prospective clients to make product and allocation recommendations
Requirements
Bachelor's degree in finance, economics, or related field
The analyst will engage with all channels of the SSIM sales organization to provide research and market/competitive analysis, collaborating with marketing, product, and investment strategy teams.
Compensation
Minimum Salary: zł132 000 Annual
Responsibilities
Production of Morningstar Side by Side comparisons
Providing thoughtful reasoning and build an investment case for a client to use a State Street ETFs versus other exposures
Production of Universe comparison vs competition both ETF and active funds
Production of Return Based Returns reports
Providing data sets to clients such as holdings, returns streams, fundamental characteristics, and other ad hoc requests
Lead the commercialization and expansion of Parallel by RBC, a multi-family office offering, driving business development, relationship management, and market presence among ultra-high-net-worth families and family offices.
Responsibilities
Lead commercialization strategy for Parallel
Build and nurture strategic relationships with clients and advisors
Strengthen referral partnerships across RBC business lines
Expand awareness through presentations and client discussions
Develop and execute go-to-market strategies
Requirements
Bachelor’s degree in finance, economics, business, or a related field
Nice to have: experience in scaling multi-family office operations
Nice to have: familiarity with technology platforms and data aggregation tools such as Addepar
Nice to have: background in advisory roles with UHNW or family office segments
Nice to have: understanding of regulatory requirements specific to wealth management
Manage banking, lending and investment needs of high net worth private banking clients, develop and deliver holistic wealth plans, and grow portfolio profitability.
Locations (2)
Tunbridge Wells, Kent, United Kingdom
Kent, United Kingdom
Responsibilities
Provide suitable banking and lending wealth management advice, including investments
Manage growth, profitability and business mix of an assigned portfolio
Conduct investment and pension reviews
Ensure client experience guidelines are adhered to
Provide guidance and motivation to wealth managers on complex financial planning products and services
Lead Advisor responsible for developing and managing high-net-worth client relationships in the Southeast region, providing investment advisory, financial planning, and estate and tax planning services.
Compensation
The starting salary is $120,000.00 to $150,000.00 and will include variable compensation.
Responsibilities
Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners.
Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients.
Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients.
Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs.
Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs.
Lead Advisor for the Pacific Northwest region, partnering with the Managing Director and Business Development Officer to develop and manage high-net-worth client relationships.
Compensation
The starting salary is $120,000.00 to $150,000.00 and will include variable compensation.
Responsibilities
Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners.
Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients.
Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients.
Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs.
Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs.
Lead portfolio analytics and asset allocation research for State Street’s Global ETF team, delivering customized insights to clients and internal stakeholders.
Compensation
Minimum Salary: zł282,000 Annual
Responsibilities
Lead the design and delivery of customized analyses for client portfolios, model portfolios, and strategic sales opportunities
Assess portfolio structure across asset classes, regions, sectors, factors, currencies, investment styles, and underlying holdings
Identify potential vulnerabilities, including concentration risk, overlapping exposures, unintended factor tilts, diversification gaps, drawdown sensitivity, liquidity constraints, and dependence on individual market outcomes
Apply scenario analysis, stress testing, risk decomposition, performance attribution, correlation analysis, and other relevant methods to explain portfolio behavior
Translate analytical findings into clear observations, trade-offs, and implementation considerations for clients and internal stakeholders
Requirements
Bachelor's degree or equivalent
Advanced degree or relevant professional qualification
Support the CIBC Private Investment Counsel business by managing high net‑worth client portfolios, providing investment research, asset allocation, and client relationship management.
Responsibilities
Provide portfolio analysis and investment research
Recommend asset allocation and trade execution
Maintain client relationships and support business development
ETF Portfolio Analytics DirectorState Street · Krakow, Poland