Investment Solutions & Client Portfolio Strategist
Jobtailor
Communicate Insight in Boston is seeking an experienced client-facing marketing/product specialist to articulate our investment philosophy and product offerings, including mutual funds, ETFs, and CITs. You will collaborate with distribution and investment teams to position our products against competitors and drive new business. Ideal candidates will have 8–10 years in a client-facing role, strong investment acumen, and the ability to explain complex ideas clearly. #J-18808-Ljbffr Jobtailor
$120k - $202.5k
...profitability. We keep our clients at the heart of... ...Join us.At State Street Investment Management, our... ...vision, our Investment Solutions Group will drive the... ...our team of Investment Strategists in our Outsourced Chief... ...team on overall portfolio construction, risk assessment...SuggestedFull timeTemporary workFlexible hours- CoStar Group, a leader in real estate information and analytics, is hiring a CRE & Client Solutions Analyst in Boston. The role blends CRE lending knowledge with portfolio risk analytics and client engagement, working with banks, insurers, and other lenders to implement...Suggested
- ...independent wealth management firm in the Boston area, seeks a Senior Investment Advisor to join our Investments team. You will independently... ...and deliver the investment value proposition with Senior Client Advisors. Key responsibilities include leading client engagements...Suggested
$120k - $215k
...The CompanyLiberty Mutual Investments (LMI) manages Liberty Mutual... ...capital through a “one firm, one portfolio, one team” mindset. Our... ...Markets, and Global Investment Solutions. Our portfolio spans a broad... ..., equity, credit) Equity Strategist Macro / Economics Strategist...SuggestedTemporary workLocal areaFlexible hours$120k - $202.5k
Who We Are Looking ForThe Sustainable Investing Strategist supports the development and execution... ...working closely with investment teams, clients, product specialists, marketing, legal... ...commercially relevant, client-focused solutions.Primary ResponsibilitiesEngage with...SuggestedFull timeTemporary workFlexible hours$135k - $165k
About Us SharkNinjais a global product design and technology company, with a diversified portfolio of 5-star rated lifestyle solutions that positivelyimpactpeople's lives in homes around the world. Powered by two trusted, global brands, Shark and Ninja , the company has...Temporary workLocal areaFlexible hours- GTM Lead | Enterprise Solutions Strategist edisyl · Full-time · Remote-friendly The context edisyl is deploying its AI solutions into large... ...nothing to start, the internal partners are protective of their client relationships, and you have to prove the value before anyone...Full timeContract workRemote work
$140k
...prosperous futures. THE ROLEThe Senior Strategist - Investment Product Specialist (IPS) is a member... ..., supporting the RFP process, writing portfolio positioning and attribution commentary... ...relations, relationship management, and client service teams with the objective of...Full timeLocal areaRemote workFlexible hours$98k - $110k
...is seeking a Corporate Strategist to join our Strategy... ...projects, meeting our clients where they are to uncover... ...process mapping portfolios* Understand and lead client... ...strategies to drive solution details* Build and create... ..., Slalom is proud to invest in benefits that...Temporary workLocal area- ...capability, we bring holistic solutions to life across the... ...expertise to meet clients where they are and guide... ...seeking a Migration Strategist to serve as one of our... ...migration as a strategic investment and critical path to... ...offerings and service portfolio.What You’ll Bring*...Temporary workLocal area
$120k - $225k
...offers comprehensive investment management capabilities... ...markets. Our investment solutions, tailored to the... ...objectives of institutional clients in more than 60... ...capabilities. The Quantitative Strategist will lead modeling... ...appropriately applied in portfolio construction and risk...Full timeRemote workFlexible hours1 day per week- ...commercial AI initiatives. You will embed with a data-driven team across Media, Sales, Strategy, Analytics, and build production AI solutions that drive measurable commercial impact. You will own end-to-end architecture, data pipelines, model evaluation, and deployment,...
- New York Wines & Spirits is seeking a motivated portfolio manager to oversee supplier partnerships in the Wine & Spirits business. You will drive financial performance, craft pricing strategies, and support growth across assigned brands and accounts. You will collaborate...
$152.7k - $294k
...Information Security Strategist is a senior role responsible... ...strategies and solutions that anticipate future... ...services, technologies, and client requirements, ensuring... ...cases for new investments or approaches. Early... ...the firm’s technology portfolio, security architecture...Summer holidayLocal areaFlexible hoursShift work- ...storytelling, not buzzwords. You'll split your time between shaping new client propositions and leading strategy on live engagements, working... ...and strategic digital services, we turn complex technical solutions into deeply engaging brand experiences. View our work: Req #107...Work at office
$137.4k - $240.4k
...the world’s most sophisticated clients using leading technology and exceptional service.Wealth Strategist/Client Development Sales... ...oversee new client development, solutions sales strategy, and execution... ...businesses as you cultivate new investment management relationships in...Full timeLocal areaFlexible hours$102k - $147k
...supply chain strategy team who is delivering transformational solutions for our clients focused on: planning, logistics and fulfillment, and... ...thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays...Contract workTemporary workLocal area$117.5k - $222.99k
...market-leading services and solutions to clients worldwide. Today, we are... ...business transformation. Milliman invests in skills training and... ...is seeking a Senior Product Strategist to shape product and... ...analytics and related data portfolio by translating market intelligence...Hourly payFull timeTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours- ...are supported by proprietary assets and solutions that help organizations transform faster... ...creating value & ROI models, architecting a client’s Finance AI talent strategy, ecosystem... ...model.Create the business case, investment profile and roadmap to deliver on the strategy...Full timeWork experience placementLive inWork at officeLocal area
$140k - $160k
...and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team... ...adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients. Education Requirements: Bachelor's degree...Full timeFor contractorsWork at officeRemote work$79k - $109k
...aProductStrategy Consultant at Slalom,you'lladvise clients on how to transform their products... ...strategy, and service design to shape solutions that move businesses forward — across... ...and life. As a result, Slalom is proud to invest in benefits that includemeaningful time...Temporary work$160.72k - $215k
...Sales Support And Effectiveness Strategist Provides investment research and competitive product positioning... ...demonstrate the expertise of our portfolio management teams and augment that... ...provide research and perspectives to clients and prospects; use strong investment...Temporary workRemote work$70k - $80k
The Paid Social Strategist is a mid-level role within 829’s Paid Advertising department. Apply your comprehensive understanding... ...that go into driving a successful campaign and client relationship. You’ll manage a portfolio of clients, executing campaigns and coordinating with...Temporary workSummer workWork at officeLocal areaRemote work- ...Boston seeks a Private Wealth Advisor (PWM) to grow client relationships and lead analyses across portfolios, risk and asset allocation. You will monitor macro... ...collaborate with internal researchers to inform investment decisions. The role requires over 3 years in financial...
$90k - $180k
Wellington Management is seeking an Investment Specialist in Boston, MA, focused on Fixed Income Product Management. This role involves portfolio analysis, development of investment strategies, and client engagement. Ideal candidates will have 5-7+ years of experience...- ...Safety and Operations Intelligence Company, seeks an Enterprise Client Strategist to guide large clients from late-stage sales through rollout... ...value delivery and net revenue retention across your portfolio. #J-18808-Ljbffr Protex AI, Kilcaskin, Grange, Lisnagry, Co...
- TD Wealth in Boston seeks a Wealth Strategist to deliver financial, trust and... ...will support TD Wealth in delivering investment, lending and banking solutions aligned with strategic objectives.... ...teams, and ability to engage clients and external advisors with strong...
$100k - $120k
...their digital transformation. We invest in projects that matter,... ...an experienced Implementation Strategist with deep technical and operational... ...are re-architecting how our clients make decisions. You will... ...implementation of data-centric solutions using Palantir Foundry. You...Night shift- AuxoAI Engineering Pvt. Ltd. | Full time AI Strategist Boston, United States | Posted on 07/27/2026 AuxoAI is a global... ...—turn their strategies into practical digital andAI solutions. By understanding how our clients make decisions, we use digital and Artificial...Full time
- Loomis Sayles & Company is seeking a Systematic Credit Strategist to join the Alpha Strategies Group. The role focuses on growing a suite of systematic credit strategies within an established high-yield team, combining quantitative insights with fundamental research. The...
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