Investment Strategist (Texas; Mountain or Pacific Time Zones)

Overview

This role is within the Investment Department’s Portfolio Management Group (PMG), which is the client-facing side of the Investment organization. Investment Strategists support regional advisor teams and report to the Sr. Director, Investment Strategy.

Investment Strategists provide thought leadership, portfolio construction, sales support, and analytical support to local advisor teams. As the investment department’s local representative, the role is responsible for sharing expert insight into the firm’s investment philosophy, processes, and platform primarily with advisors and high net worth (HNW) clients.

Responsibilities

• Partner with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to an assigned group of high net worth clients
• Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients
• Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams
• Support timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams in accordance with firm compliance and investment department requirements
• Engage with industry associations, events, and research to stay current on trends and developments
• Travel as needed to build and manage relationships with regional offices and/or key client relationships

Requirements

• 10 years client-facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm
• Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)
• Exceptional client communication skills (written and verbal)
• Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States
• Strong team player with a commitment to collaboration and teamwork
• Strong quantitative skills preferred

Preferred Qualifications

• MBA or CFA
• Familiarity with private market investments, alternative asset solutions, and quantitative, factor-based investing

Compensation & Benefits

Base Pay Range

• $150,000 - $180,000 USD

Actual base pay within this range will be based on factors including geographic location, relevant experience, education, skills, and licenses/certifications.

The position is also eligible to earn incentive compensation through one of the organization’s incentive compensation programs.

Benefits

The organization offers a comprehensive benefits package focused on health and welfare needs for employees and eligible dependents, including:

• Company-paid Basic Life & AD&D; Company-paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plan offerings, including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 company-paid holidays, including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company-paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for needs related to aging parents, young children, and life’s challenges
• 401(k) Retirement Plan with both Traditional and Roth plans, per pay period match, and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from professionals offered at preferred employee pricing

Location

Fully remote, with preference for Texas, Mountain, or Pacific Time Zone.

Working Conditions

• Professional office environment
• Working indoors
• Standing and sitting
• Assigned workstation
• No heavy lifting over 10 lbs

Application Information

• Initial application deadline: 9/15/2026
• Applications submitted after this date may still be considered on a rolling basis until the position/program is filled
• If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received

Equal Opportunity

The employer is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. The employer participates in E-Verify and complies with federal employment eligibility verification requirements.

Unsolicited resumes from agencies and/or search firms are not accepted for this job posting.