- New York, New York, United States
- On-site
- Full-time · Senior
- 5+ years
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
The Investment Strategist collaborates with the portfolio consultant and portfolio management team to develop investment strategy, product selection and asset allocation recommendations, as well as facilitating the analysis of prospective client holdings and providing support to financial advisors.
$76,695.00 - $115,804.00