Multi-Sector & Private Markets Investment Strategist

SageSpring Wealth Partners; Franklin (TN); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health insurance

401K

Job summary

SageSpring Wealth Partners is seeking an Investment Strategist to serve as a product and investment expert, supporting advisor teams and collaborating with the Dynasty Investment Team and SageSpring Advisor Success. The role focuses on multi-sector, alternatives, and private market investments to promote consistent messaging and expand market presence.

The ideal candidate brings extensive wealth management experience, strong communication, and the ability to translate complex concepts into

Qualifications

• 5+ years in wealth management, investment consulting, portfolio analysis, or related roles.
• Deep knowledge of portfolio construction, asset allocation, and investment vehicles including ETFs, mutual funds, SMAs.
• Strong expertise in alternative and private market investments and their workflows.
• Excellent written and verbal communication; able to translate complex concepts for advisors/clients.
• Proven ability to mentor junior team members; cross-functional collaboration.
• Proficiency with Excel and basic MS Office tools.
• Ability to work on-site in Franklin, TN.

Responsibilities

• Serve as a primary internal investment resource for advisors on models, construction, implementation, and client positioning.
• Assist advisors with firm-approved investment solutions aligned with the planning-first approach.
• Support investment education initiatives: training, office hours, advisor-facing materials.
• Aid high-net-worth client conversations, proposals, and portfolio reviews.
• Translate investment philosophies and market commentary into actionable guidance for advisors.
• Develop scalable resources (FAQs, playbooks, one-pagers) to improve advisor experience.

Skills

Investment strategy

Advisor enablement

Communication

Leadership

Organization

Excel

Education

CFA/CAIA/CIMA/CFP (preferred)

Tools

Salesforce/Practifi

Black Diamond

Fidelity Wealthscape

Job description

SageSpring Wealth Partners is seeking an Investment Strategist to serve as a product and investment expert, supporting advisor teams and collaborating with the Dynasty Investment Team and SageSpring Advisor Success. The role focuses on multi-sector, alternatives, and private market investments to promote consistent messaging and expand market presence.

The ideal candidate brings extensive wealth management experience, strong communication, and the ability to translate complex concepts into