Investment Strategist

CFA Institute; Parsippany-Troy Hills (NJ); On-site; USD 120,000 - 160,000; Full time

Job summary

OnePoint BFG Wealth Partners is seeking an Investment Strategist to serve as the central investment lead for a large, high-touch advisory practice. The role reports to the Chief Investment Platform Officer and translates sophisticated investment concepts into actionable guidance for clients and advisors.

The successful candidate will leverage portfolio management expertise and rigorous market research to influence client outcomes, collaborating across investments, advisory, wealth planning, and

Qualifications

• Minimum 5 years in asset management with client-facing roles.
• Bachelor’s degree in business, finance, or related field; advanced degree preferred.

Responsibilities

• Act as central investment lead for a large advisory practice.
• Translate market developments into clear guidance for clients and advisors.
• Monitor portfolios and market trends to identify opportunities.
• Conduct manager research across public and private investments.
• Present research findings to the OnePoint Investment Committee.
• Collaborate with investments, advisory, wealth planning and operations teams.

Skills

Asset management experience

Client-facing investment experience

Portfolio management

Communication skills

Education

Bachelor’s degree in business/finance

Advanced degree preferred

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

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

Qualifications

• 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.
• Education: Bachelor’s degree in business, finance, or a related field is preferred; an advanced degree is considered a strong plus.
• Professional Credentials: CFA designation, or active progress toward a CFA, is highly desired; CAIA, FRM, or CIMA designations are also favorable.
• Technical Domain Expertise: Strong command of asset allocation, portfolio management, investment implementation, trading, and ongoing portfolio oversight across both public and private investments.
• Workflow Proficiency: Solid working knowledge of relevant investment technology stacks and the ability to rapidly adopt new digital tools and financial platforms.

Desired Skills and Competencies

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