Senior Private Wealth Investment Strategist

Financial Recruiters International; Denver (CO); On-site; USD 140,000 - 230,000; Full time

Job summary

Financial Recruiters International seeks a Senior Investment Strategist to work directly with sophisticated high-net-worth clients within our Private Wealth Management division. You will translate the investment process into customized solutions aligned with client goals.

The role emphasizes asset allocation, discretionary portfolio oversight, and deep client relationships, with a focus on individuals and families with at least $3 million in investable assets.

Qualifications

• Requires college degree or relevant experience.
• 8 years' experience in Investment Management or related field.
• Ability to communicate complex investment information clearly to clients.
• Proven ability to develop and close relationships with clients and professionals.

Responsibilities

• Serve as the investment management subject matter expert within a team.
• Develop, maintain, and oversee investment strategy and asset allocation for Private Wealth clients.
• Focus on individuals and families with at least $3 million in investable assets.
• Oversee discretionary advisory accounts within Portfolio Management.

Skills

Investment management

Discretionary advisory

Client relationship management

Portfolio construction

Education

College degree

Job description

Financial Recruiters International seeks a Senior Investment Strategist to work directly with sophisticated high-net-worth clients within our Private Wealth Management division. You will translate the investment process into customized solutions aligned with client goals.

The role emphasizes asset allocation, discretionary portfolio oversight, and deep client relationships, with a focus on individuals and families with at least $3 million in investable assets.