Senior Wealth Strategy Associate

CFA Institute; San Diego (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

La Jolla Private Wealth Management at CFA Institute seeks a Senior Wealth Strategy Associate to lead portfolio management, trading, and research for high-net-worth clients. You will translate market insights into client communications and collaborate with Financial Advisors to tailor investment solutions.

You will participate in investment committee discussions, monitor performance, and help advance the investment platform and research processes in a fast-paced, client-focused environment.

Qualifications

• Experience in wealth management, portfolio management, investment research, or a related field.
• Strong understanding of capital markets, portfolio construction, and investment theory.
• Demonstrated understanding of portfolio construction across taxable and qualified accounts; experience evaluating cash, fixed income, equities, private markets, and alternatives.
• Ability to analyze portfolio performance and communicate investment recommendations clearly.
• CFA designation or progress toward the CFA charter strongly preferred; Series 7 and 66 required.

Responsibilities

• Serve as the team's portfolio management and investment function lead.
• Oversee and execute trading activity across client portfolios.
• Conduct research on asset classes, investment managers, and portfolio strategies.
• Monitor portfolio performance and identify opportunities to improve client outcomes.
• Translate market insights into portfolio recommendations and client communications.
• Lead investment committee discussions and strategic portfolio reviews.
• Join client meetings to explain portfolio positioning and market developments.
• Explain performance drivers and long-term objectives to clients.
• Partner with Financial Advisors to align solutions with client goals and risk tolerance.
• Support ongoing enhancement of the investment platform and research process.

Skills

Wealth management

Portfolio management

Investment research

Capital markets

Communication

Self-starter

Team collaboration

Job description

Are you passionate about investing, portfolio management, and helping clients navigate complex market environments? Our Private Wealth Management team is seeking a Senior Wealth Strategy Associate who thrives on market analysis, investment research, and client engagement. This individual will play a key role in our investment platform, helping drive portfolio implementation, research, trading, and client communication for high-net-worth families and business owners.

We're looking for someone who's:

• Hungry to learn, grow, and make an impact from day one
• Energized to serve — bringing enthusiasm and a client-first mindset to every interaction
• Always finding the way to "yes" — creative, resourceful, and solution-oriented
• Driven by an owner mentality — you take initiative and follow through
• Committed to a growth mindset — you see feedback as fuel and challenges as opportunities

What You'll Do

• Serve as the team's portfolio management and investment function lead
• Oversee and execute trading activity across client portfolios
• Conduct research on asset classes, investment managers, and portfolio strategies
• Monitor portfolio performance and identify opportunities to improve client outcomes
• Listen to manager calls, market updates, and strategy discussions, translating insights into portfolio recommendations and client communications
• Lead investment committee discussions and strategic portfolio reviews
• Join client meetings and calls to explain portfolio positioning, market developments, and drivers of performance
• Help clients understand periods of underperformance and outperformance while reinforcing long-term investment objectives
• Partner with Financial Advisors to develop customized investment solutions aligned with client goals and risk tolerance
• Support the continued enhancement of our team's investment platform and research process

Qualifications

• Experience in wealth management, portfolio management, investment research, or a related field
• Strong understanding of capital markets, portfolio construction, and investment theory
• Demonstrated understanding of portfolio construction across taxable and qualified accounts, with experience evaluating and discussing cash, fixed income, public equities, privateequity, private credit, private real estate, and other alternative investment strategies
• Ability to analyze portfolio performance and communicate investment recommendations clearly and effectively
• Passion for financial markets and ongoing investment education
• Excellent analytical, communication, and organizational skills
• Ability to explain complex investment concepts in a clear and relatable manner
• Self-starter who thrives in a collaborative, high-performance environment
• CFA designation or progress toward the CFA charter strongly preferred
• Series 7 and 66 required

Your Team

You'll be working within the La Jolla Private Wealth Management office, providing comprehensive wealth management services to business owners, entrepreneurs, ultra-high-net-worth families, and multi-generational families. Our team delivers sophisticated planning, investment, and advisory solutions tailored to each client's unique goals and circumstances.

This is an opportunity to lead our investment process, influence portfolio outcomes, and work directly with sophisticated clients. If you're energized by markets, enjoy investment research and portfolio strategy, and want to help clients make informed decisions through every market cycle, we'd love to meet you.