Client-Facing Portfolio Strategist: Tax-Aware & Data-Driven
$125k - $175kQuantinno Capital Management
Quantinno Capital Management, located in New York, is hiring a Portfolio Strategist responsible for aligning client portfolios with their objectives. Candidates should have an undergraduate or master’s degree in finance or a related field along with 2-5+ years of experience in a client-facing role in investment management. They will need strong analytical skills, proficiency in Python, and the ability to effectively communicate insights to clients and leadership. The role offers a salary range of $125,000 to $175,000 per year, plus additional benefits. #J-18808-Ljbffr Quantinno Capital Management
$125k - $175k
...specializing in innovative tax-aware investment strategies.... ...and detail-oriented Portfolio Strategist to join our fast-... ...responsible for ensuring that client portfolios are aligned... ...in a client-facing and analytical role in... ...experience with Pandas and data analysis preferred...DataTax$165k - $185k
...in addition to portfolio advice, and wealth... ...needs of our clients. Business &... ...President, Investment Strategist is a key... ...Wealth to ensure awareness and understanding... ..., planning, tax, and trust. Analyze... ...and manipulate data to create compelling client‑facing and internal...DataTaxLocal areaWorldwideShift work$175k - $225k
...building the next generation of tax-advantaged separately managed... ...technology, and hands-on client expertise. Our mission is to... ...deliver hyper-personalized, tax-aware portfolios at scale. We're not... ...platform. - Interpret portfolio data - exposures, tax trades, drift...DataTax$60k - $75k
...THE ROLE Sotheby’s Client Strategy team... ...internal non-client facing role which relies... ...extract and manipulate data to inform strategy... ...clients and bring awareness of advisory... ...Partner with Client Strategists to do research for... ...opportunities in their portfolio of clients...DataLocal area- ...assets for a variety of clients, including private... ...collaboration between portfolio managers, research analysts... ...a premier provider of tax‑exempt investment solutions... ..., and technology‑driven execution to capture market... ...in Microsoft Excel and data analysis tools; familiarity...DataTaxShift work
$150k - $180k
...possibilities for our clients. By delivering the combined... ...with customizable and tax‑efficient exposure to... ...and long/short equity portfolios that allow, among other... ...interface between our client‑facing teams and the... ...RFP teams to ensure all data and responses regarding...DataTaxFull timeWork at officeFlexible hours$90k - $125k
...for a variety of clients, including private... ...collaboration between portfolio managers, research... ...taxable and tax‑exempt solutions,... ...portfolio managers, strategists, and engineers on... ...Microsoft Excel and other data analysis tools.... ...family members facing critical health situations...DataTaxFull timeTemporary workPart timeWork at office$115k - $130k
...a mid-level Campaign Strategist to join our Advertiser... ...campaigns that align with our clients' acquisition goals... ...for a diverse portfolio of advertisers. Collaborate... ...engagement. Make data-driven adjustments to meet client... ...vision insurance Pre-tax savings plans and...DataTaxWork at office$90k - $119k
...organizations. We help our clients put purpose... ...looking for a Strategist to join our... ...and purpose driven brand strategy... ...opportunities they’re facing, and how should... ...third party data, and more.... ...having increasing awareness of what needs... ...for research, portfolio and brand architecture...DataLive inWork at officeRemote workFlexible hours2 days per week$180k - $200k
...Vise is hiring a Senior Client Portfolio Manager to serve as the bridge... ...techniques: direct indexing, tax-loss harvesting, factor investing... ...in Python and SQL for data-driven investment analysis ~ Preferred... ...own: Act as a client-facing investment expert—explaining...DataTaxCasual workWork at officeAfternoon shift$121.5k - $212k
...Markets Investment Strategist – Chief... ...investment guidance, and portfolio strategy across Merrill... ...the CIO in client, advisor, and internal... ...). Support field‑facing teams by... ...and development of data‑driven insights. Exceptional... ...Development Awareness Product & Project...DataWork at officeWork from homeShift workDay shift- ...Alternative Investments Strategist New York, New... ...for our clients, teammates, communities... ...guidance, and portfolio strategy across Merrill... ...Supports field-facing teams by... ...and development of data driven insights. Exceptional... ...Development Awareness Product & Project...DataWork at officeWork from homeShift workDay shift
$140k - $170k
...disciplined entrepreneurship, serving clients with creative solutions and... ...Role Description: As a Portfolio Strategist within Nomura's Portfolio... ...Strategy or other client-facing investment roles for multi-... ...Ability to work with large data sets to concisely analyze...DataRelocation package- The Tax-Smart team within Customized Managed... ...and passive tax-aware strategies, including... .... As a Tax-Smart Portfolio Manager - Associate... ...generating tax benefits for clients. Ongoing oversight... ...experience Strong data and analytical... ...and process driven Strong communication...DataTaxFull timeWork experience placement
$90k - $100k
...Overview Client Success is the front line of VTS’s retention... ...our platform. With data-driven workflows and AI tools,... ...manage a dedicated portfolio of accounts and act as... ...Management, or a similar client-facing role within a SaaS,... ...health benefits, pre-tax commuter benefits, and...DataTaxWork at officeFlexible hours$185k - $190k
A financial services firm is seeking a Client Advisory Specialist based in New York City. The role requires partnering with sales teams and managing client relationships while driving business development initiatives. The ideal candidate must have five years of intermediary...DataRemote job$74.75k - $85k
...line. As a Media Strategist, you'll manage... ...across clients ranging from leading... ...State is a purpose-driven agency. We... ...fundraising), awareness, persuasion, and... ...historical performance data to identify... ...lead) client-facing interactions —... ...insurance ~ Pre-tax commuter...DataTaxTemporary workWork at officeRemote workFlexible hours$185k - $200k
Neuberger is seeking a Client Advisory Specialist to join its new Client Advisory Team in New York. This role involves coordinating with field sales teams and engaging with financial advisors across partner firms, focusing on business development and client relationship...DataRemote job$120k - $142k
...organizations. We help our clients put purpose... ...looking for a Strategist to join our... ...and purpose driven brand strategy... ...opportunities they’re facing, and how should... ...third‑party data, and more.... ...having a keen awareness of what needs to... ...for research, portfolio and brand architecture...DataLive inWork at officeRemote workFlexible hours2 days per week$90k - $100k
...Client Success Manager New York, New York, United States... ...support of powerful data-driven workflows and advanced... ...and manage a dedicated portfolio of accounts. You'll act... ...Management, or a similar client-facing role within a SaaS,... ...and vision), pre-tax commuter benefits, and...DataTaxWork at officeWorldwideFlexible hours$125k - $150k
...Client Success is the front line of VTS’s retention... ...the support of powerful data-driven workflows and advanced... ...looking to maintain a portfolio; you’re looking to command... ...‑generating, or client‑facing enterprise SaaS role. You... ...and vision), pre‑tax commuter benefits, and...DataTaxWork at officeWorldwideFlexible hours$70k - $100k
...act as a hybrid media buyer, strategist, and client partner. Please note: This... ...Facebook Ads, to leading client-facing calls and setting the high-... ...also excels at translating data into business growth for... ...through efficiency and growth-driven marketing strategies. Transparency...DataRemote jobFlexible hours$130k - $180k
...Client Sales Director (Financial/Trading Vertical)... ...an industry leader in data-driven, client-to-cloud networking... ...Sales team, you are the face of Arista to our... ...'s data-driven product portfolio of Software-Driven High... ...dental, vision, wellbeing, tax savings and income protection...DataTax- Tax-Smart team within Customized Managed Account... ...and passive tax‑aware strategies,... ...indexing. As a Tax‑Smart Portfolio Manager - Associate... ...tax benefits for clients. Ongoing oversight... ...experience. Strong data and analytical skills... ...and process driven. Strong communication...DataTaxFull timeWork experience placement
- ...through one system with rich data, AI agents don't just... ...Team The Product Strategist team comprises mortgage... ...with enterprise clients. You'll drive engagements... ...audiences. ~ Client-facing experience. Who You... ...benefits: We offer pre-tax deductions for public transportation...DataTaxLocal areaRemote workFlexible hours
- TwinThread is seeking a Tax-Smart Portfolio Manager - Vice President in New... ...this role, you will manage tax-aware investment strategies,... ...performance and tax benefits for clients. You should have 6-8 years... ...relevant experience, strong data analysis skills, and proficiency...DataTax
- ...Institute in New York is seeking a Tax-Smart Portfolio Manager - Associate to... ...portfolio management of tax-aware separately managed accounts,... ...maximizing tax benefits for clients. Ideal candidates will have... ...relevant experience and strong data and analytical skills....DataTax
- ...looking for a full-time Strategist. In this role, you... ...outcomes for our clients in the B2B... ...while leading client-facing workshops and meetings... ...reporting to let data guide your... ...you’ll Own a full portfolio of client work Earn... ...experimenting with AI-driven approaches Analytical...DataFull timeRemote workShift work
$74k - $78k
...industry benchmarks and client expectations. Now... ...to build it. Data pros who turn numbers... ...The Media Strategist turns advertiser briefs... ...compelling, insight-driven proposals that... ...product in Kargo's portfolio has a clear, accurate... ...a sales or client-facing team in a fast-...DataWork experience placementInternshipLocal area$109k - $155k
...through one system with rich data, AI agents don't just... ...to large enterprise clients in a highly regulated,... ...industry . As a Deployment Strategist , you’ll be at the... ...implementation. This is an impact‑driven, high‑ownership role... ...benefits: We offer pre‑tax deductions for public...DataTaxLocal areaFlexible hours
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