Senior Market Strategy & Advisor Enablement
City National Bank
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Benefits offered by this job
Job summary
City National Rochdale seeks a Senior Market Strategist to translate centralized investment guidance into advisor- and client-ready messaging. You will bridge enterprise-level strategy with Rochdale's portfolio management platform, crafting market views and talking points for advisors and financial professionals.
You will collaborate with portfolio managers, provide market commentary, and support national initiatives, representing Rochdale's investment ideas with credibility across internal and
Qualifications
- Bachelor's degree in a relevant field.
- 10–15 years in investment strategy, market research, portfolio management, wealth management, or related roles.
- 7–10 years translating macroeconomic views, asset allocation guidance, and investment themes into practical portfolio and client communication
- 7–10 years partnering with portfolio managers, investment teams, or advisor-facing professionals to deliver investment content and market insights
- CFA Charterholder
Responsibilities
- Translate CIO/IMG guidance into advisor- and client-ready messaging.
- Develop market commentary, investment themes, and talking points.
- Enable portfolio managers with consistent investment content for advisors.
- Collaborate cross-functionally to align guidance with field execution.
- Represent investment views in national events and client meetings
Skills
Education
Job description
City National Rochdale seeks a Senior Market Strategist to translate centralized investment guidance into advisor- and client-ready messaging. You will bridge enterprise-level strategy with Rochdale's portfolio management platform, crafting market views and talking points for advisors and financial professionals.
You will collaborate with portfolio managers, provide market commentary, and support national initiatives, representing Rochdale's investment ideas with credibility across internal and
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