Strategist (Finance)

Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As a Portfolio Strategist on the Portfolio Transition Services team, you’ll help clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved in transitioning existing holdings into managed investing strategies.

In this role, you’ll gather relevant facts, clarify transition objectives, evaluate portfolio scenarios, and prepare analysis that helps clients assess potential trade‑offs, including estimated realized gains or losses, risk considerations, portfolio characteristics, and transition implications. This is an opportunity to apply your portfolio construction, taxable investing, and managed account knowledge in a role where precision, problem‑solving, and trusted partnership are central to success.

Strong understanding of portfolio construction, asset allocation, taxable investing, managed account solutions, and portfolio transition considerations.

Experience working with Financial Consultants, Wealth Advisors, investment professionals, and high-net-worth client scenarios.

Ability to interpret holdings, tax lot information, cost basis data, portfolio characteristics, and transition analysis outputs.

Strong written and verbal communication skills, with the ability to translate complex investment analysis into clear, practical, client‑ready education.

Familiarity with Salesforce, portfolio analysis tools, managed account platforms, or related investment technology.

CIMA® designation.

Bachelor’s degree.

Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or separately managed accounts.

Experience presenting analysis to internal partners, relationship owners, clients, or prospects.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

401(k) with company match and Employee stock purchase plan

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

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