Focus Partners Wealth

Senior Investment Strategist

Boston, MA · Senior

Sponsorship not specified$140k-$160kDetected 50 days ago

AccountingExcelResearchCommunication

About the role

They engage directly with clients and prospects to discuss portfolio positioning and market conditions, increasing client confidence and driving business growth.
Serve as investment strategy subject matter-expert in meetings with clients and/or advisors including providing commentary on current market trends
Serve as deeper educational resource expert in multiple investment strategy areas

They develop and maintain deep expertise in Focus's investment platform to support advisors in constructing personalized portfolios aligned with client needs and objectives.
Build relationships with advisors as an extension of their advisory team to provide investment strategy and proposal support

Bachelors Degree in Accounting, Economics, Engineering, Finance, Math, or related field
7+ years of work experience in an investment-related, communications, or technical positions
Ability to work effectively as a team player and collaboratively across disciplines
Excel in a fast-paced environment with the ability to balance multiple demands with a high attention to detail
Demonstrated professionalism, integrity, a high degree of ethics and maintain confidentiality
Ability to effectively interface with advisors, clients and prospects in group and one-on-one settings
Ability to offer succinct, value-added recommendations, exercise sound judgment, and make effective decisions with sometimes incomplete information
Ability to take initiative and work independently
Knowledge of global investment market conditions and trends
Ability to speak to groups, in public or via electronic media
Skilled at building trust and respect of colleagues and clients
Comprehensive understanding of public and private markets, portfolio design, complex investment vehicles, and investment models
Excellent verbal and written communication skills particularly with regards to conveying technical investment approaches

The annualized base pay range for this role is expected to be $140,000 - $160,000 per year.

Work closely with Manager Research, Proprietary Strategies, and Marketing to create and maintain educational content on Focus investment strategies

This listing is sourced directly from Focus Partners Wealth's careers page and normalized into a canonical job model.