Senior Investment Strategist - Private Markets & Advisor

Jobot; Franklin (TN); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Disability insurance

Paid vacation

Holidays

Job summary

Jobot, a growing wealth-management firm in Franklin, TN, seeks a Senior Investment Strategist to bridge investment expertise with advisor execution. You will help teams understand investment solutions, build portfolios, and navigate client conversations with confidence.

The role requires 5+ years in wealth management, deep knowledge of investment vehicles, and experience with private markets. CFA/CAIA/CFP designation is preferred or in progress. On-site with comprehensive benefits.

Qualifications

• 5+ years in wealth management, investment consulting, portfolio analysis, or related role.
• Strong knowledge of portfolio construction and investment vehicles (ETFs, mutual funds, SMAs).
• Deep experience with alternatives and private markets (private equity, private credit, hedge funds).
• Ability to explain complex concepts clearly and build trust with advisors.

Responsibilities

• Support advisors with portfolio construction, asset allocation, model portfolios, and implementation.
• Evaluate where alternatives and private market investments fit within client portfolios.
• Participate in client conversations, proposals, and portfolio reviews for high-net-worth relationships.
• Turn market insights into clear presentations, training, and practical resources.
• Collaborate with investment and marketing teams on client materials and business development.
• Stay current on markets and identify ways to improve advisor education and workflows.

Skills

Portfolio analysis

Client advisory & communication

Relationship management

Investment knowledge

Analytical thinking

Presentation skills

Education

CFA designation or in progress

CAIA designation or in progress

CFP designation or in progress

Job description

Jobot, a growing wealth-management firm in Franklin, TN, seeks a Senior Investment Strategist to bridge investment expertise with advisor execution. You will help teams understand investment solutions, build portfolios, and navigate client conversations with confidence.

The role requires 5+ years in wealth management, deep knowledge of investment vehicles, and experience with private markets. CFA/CAIA/CFP designation is preferred or in progress. On-site with comprehensive benefits.