Senior Investment Strategist

LE0123 Focus Partners Wealth LLC; Clayton (MO); Hybrid; USD 140,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners is seeking a Senior Investment Strategist to partner with advisors, clients, and prospects, delivering clear insight into investment philosophy, solutions, and market perspectives. You will build expertise on Focus’s platform to support personalized portfolios and craft compelling collateral for advisors to apply in client portfolios.

The role involves direct client interaction, discussing portfolio positioning, and market conditions to increase confidence and drive growth.

Qualifications

• Bachelor's degree and 7+ years in investment-related roles.
• Strong written and verbal communication with clients and advisors.
• Ability to work across teams and manage multiple priorities in a fast-paced environment.

Responsibilities

• Build relationships with advisors as an extension of their advisory team to provide investment strategy and proposal support.
• Serve as investment strategy subject matter-expert in meetings with clients/advisors including providing commentary on current market trends.
• Create and maintain educational content on Focus investment strategies in collaboration with Manager Research, Proprietary Strategies, and Marketing.
• Serve as a deeper educational resource expert in multiple investment strategy areas.
• Present Investment Strategy topics at firm and industry events.
• Execute on special projects as needed.

Skills

Investment strategy

Advisor relationships

Client communication

Market commentary

Education

Bachelor's degree in Economics/Finance

Job description

The Senior Investment Strategist partners with advisors, clients, and prospects to provide confidence, clarity, and insight regarding Focus’s investment philosophy, solutions, and market perspectives. They develop and maintain deep expertise in Focus’s investment platform to support advisors in constructing personalized portfolios aligned with client needs and objectives. They create clear, compelling collateral that articulates the value of Focus’s investment offering and equips advisors to apply it effectively in client portfolios. They engage directly with clients and prospects to discuss portfolio positioning and market conditions, increasing client confidence and driving business growth.

This position can be based out of the following locations on a hybrid basis: St. Louis, MO, Boston, MA and Chicago, IL

Primary Responsibilities

• Build relationships with advisors as an extension of their advisory team to provide investment strategy and proposal support
• Serve as investment strategy subject matter-expert in meetings with clients and/or advisors including providing commentary on current market trends
• Work closely with Manager Research, Proprietary Strategies, and Marketing to create and maintain educational content on Focus investment strategies
• Serve as deeper educational resource expert in multiple investment strategy areas
• Present Investment Strategy related topics at firm and industry events
• Execute on special projects as needed

Qualifications

• 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
• Skilled at building trust and respect of colleagues and clients
• Excel in a fast-paced environment with the ability to balance multiple demands with a high attention to detail
• Comprehensive understanding of public and private markets, portfolio design, complex investment vehicles, and investment models
• 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
• Excellent verbal and written communication skills particularly with regards to conveying technical investment approaches
• Knowledge of global investment market conditions and trends
• Ability to speak to groups, in public or via electronic media

Salary and Benefits

The annualized base pay range for this role is expected to be between $140,000-$160,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.

Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.