Investment Strategist

Job Description

INVESTMENT STRATEGIST

FLSA Status: Exempt

Employment Type: Full-Time

Location: OnePoint BFG Wealth Partners Parsippany, NJ, United States (Also open to Richmond, VA or Minneapolis, MN)

At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as an Investment Strategist .

Position Overview

The Investment Strategist serves as the central investment point person for one of the firm's largest, high-touch advisory practices, reporting directly to the Chief Investment Platform Officer . This pivotal role sits at the intersection of client-facing investment guidance, portfolio strategy, and rigorous market research. The successful candidate will utilize sharp investment judgment and deep portfolio management expertise to translate sophisticated investment theories, market developments, and portfolio transactions into clear, actionable insights that clients and advisors can act on with total confidence. By bridging the gap between complex economic concepts and real-world client portfolios, this position will directly influence client outcomes and help actively shape our rapidly growing, entrepreneurial RIA investment platform.

Key Responsibilities

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• Practice Investment Lead: Serve as the dedicated investment point person for a large, high-touch advisory practice, ensuring client portfolio needs are met with exceptional speed and accuracy.
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• Client & Advisor Communication: Distill complex portfolio transactions, market developments, and sophisticated investment theories into clear, engaging, and actionable guidance for clients and advisors.
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• Portfolio Monitoring: Continuously evaluate client portfolios, the broader markets, and the evolving investment marketplace to proactively identify opportunities to optimize and improve client outcomes.
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• Manager Research: Conduct comprehensive manager research across all asset classes in both public and private investment universes as demanded by client and business needs.
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• Committee Presentation: Synthesize research findings and present institutional-quality investment recommendations to the OnePoint Investment Committee.
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• Cross-Functional Collaboration: Partner closely with internal stakeholders across the investments, advisory, wealth planning, and operations teams to execute seamless investment workflows.
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• Brand Ambassadorship: Engage regularly in current and prospective client conversations, serving as a trusted ambassador for the firm’s fiduciary investment philosophy and process.
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Qualifications

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• Industry Experience: Minimum of 5 years of asset management industry experience in client-facing investment roles, ideally within the private wealth channel, with a proven track record of building trusted relationships.
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• Education: Bachelor’s degree in business, finance, or a related field is preferred; an advanced degree is considered a strong plus.
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• Professional Credentials: CFA designation, or active progress toward a CFA, is highly desired; CAIA, FRM, or CIMA designations are also favorable.
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• Technical Domain Expertise: Strong command of asset allocation, portfolio management, investment implementation, trading, and ongoing portfolio oversight across both public and private investments.
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• Workflow Proficiency: Solid working knowledge of relevant investment technology stacks and the ability to rapidly adopt new digital tools and financial platforms.
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Desired Skills and Competencies

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• Communication Excellence: Exceptional written and verbal communication skills, with a distinct ability to "speak life" into complex financial topics for diverse audiences.
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• Fiduciary Mindset: A natural fiduciary alignment that thrives within a true, relationship-first Registered Investment Advisor (RIA) culture.
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• Adaptability & Drive: An entrepreneurial mindset with the comfort and flexibility to adapt as the role’s scope evolves alongside a rapidly growing firm.
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• Relationship Building: Strong interpersonal and relationship-management habits that foster deep collaboration across multi-disciplinary teams and high-net-worth clientele.
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Why Join Us

Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for —a distinction that reflects our deep commitment to our people and our culture. Founded in 1985, we serve thousands of clients across the country with a team of 220+ professionals and more than $18B in assets under management .

Here is why you should build your career with us:

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• Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.
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• Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.
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• Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent, including medical, dental, vision, life, AD&D, disability insurance, and a 401(k) with profit sharing.
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• Professional Advancement: Benefit from continuous development opportunities and long-term career progression.
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Right to Revise

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Equal Employment Opportunity (EEO) Statement

OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.

OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated.