Tactical Strategy Associate

Destination Wealth Management; Walnut Creek (CA); On-site; USD 95,000 - 125,000; Full time

Job summary

Destination Wealth Management in Walnut Creek seeks a Tactical Strategy Associate to support the team in trading client accounts and ensuring portfolios align with targets. The role requires strong Excel skills and familiarity with RIAs.

You will propose allocations for non-managed accounts, audit portfolio constraints, free up cash for withdrawals, and reconcile trades while backing up senior staff during peak periods and tax-loss harvest season.

Qualifications

• 4-year college degree preferred.

Responsibilities

• Assist Destination Wealth’s Tactical Strategy Team with trading client accounts.
• Provide recommended allocations to clients for non-managed accounts based on current Destination portfolios
• Conduct audits of key portfolio variables to ensure compliance with designed portfolio constraints
• Free up cash within client accounts to meet client withdrawal needs
• Reconcile actual trading activity with intended trades to ensure accuracy
• Backup more senior members of the Tactical Strategy Team as required
• Able to assist in block trade cash free ups when needed
• Assist with trading during tax loss harvest season

Skills

Attention to detail

Team player

Under pressure

Ownership

Organization & prioritization

Willingness to learn

Education

Bachelor's degree

Tools

Excel

Schwab Institutional

Orion

Salesforce

Job description

Description

The Tactical Strategy Associate primarily assists senior members of the Tactical Strategy Team to ensure all client accounts properly reflect desired portfolio targets.

Requirements

Key job responsibilities include but are not limited to:

• Assist Destination Wealth’s Tactical Strategy Team with trading client accounts
• Provide recommended allocations to clients for non-managed accounts based on current Destination portfolios
• Conduct audits of key portfolio variables to ensure compliance with designed portfolio constraints
• Free up cash within client accounts to meet client withdrawal needs
• Reconcile actual trading activity with intended trades to ensure accuracy
• Backup more senior members of the Tactical Strategy Team as required
• Able to assist in block trade cash free ups when needed
• Assist with trading during tax loss harvest season

Candidate Characteristics

• Accepts personal ownership for commitments and goals
• Absolute attention to detail and reliability
• Ability to thrive in high pressure situations and successfully complete activities with very tight deadlines
• Team player
• Professional conduct with peers
• Enthusiasm to provide world‑class service to Destination Wealth Management’s clients
• Ability to organize and prioritize in a timely manner
• Willingness and flexibility to expand knowledge and expertise

• 4‑year college degree preferred
• Advanced Microsoft Excel skills
• 3 or more years’ experience working with an independent RIA a plus
• Knowledge of Schwab Institutional, Orion and Salesforce preferred