Investment Strategist

Position Overview Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Team’s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation recommendations. The Investment Strategist will implement customized investment solutions for the Team’s clients that leverage the institutional capabilities of the Firm’s Investment Strategy Group as well as the institutional knowledge of the Asset Allocation Committee. The Investment Strategist should have a proven track record of developing customized portfolio solutions for clients by utilizing both proprietary and third-party managers, as well as communication views on market outlook broadly. The Investment Strategist must have strong investment expertise and analytic skills, as well as strong communication, presentation and writing skills. Primary Responsibilities Leveraging the views established by the firm’s institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele Driving process and provide investment expertise to build optimal portfolios Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations, white papers and articles Presenting regularly to existing clients and prospects Experience & Skills Qualifications A minimum of 8 years of experience constructing portfolios on behalf of HNW clients or institutions A comprehensive understanding of asset allocation, portfolio construction and manager selection Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals Keen understanding of the global macro environment, the global economy and other factors that impact the success of investment management strategies Superior analytical and problem-solving skills Effective verbal and written communication skills Embrace and promote a culture of client focus, excellence, integrity and teamwork; effectively encouraging innovation and open dialogue Entrepreneurial spirit and strong work ethic SIE, Series 7 and 66 licenses are required. Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship. Compensation Details The salary range for this role is $170,000-$200,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. paid time off medical/dental/vision insurance retirement life insurance other benefits discretionary bonus Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact View email address on click.appcast.io. Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 790-plus investment professionals and more than 2,900 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: #J-18808-Ljbffr