VP, Multi-Asset Investment Strategy & Client Solutions

Aumni; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

TwinThread is hiring an Investment Specialist – Vice President in New York. The role involves client-facing responsibilities, analytical tasks, and reporting in a fast-paced environment. Candidates should have 5+ years of financial industry experience and strong skills in investment design, market acumen, and relationship building. A competitive rewards package is offered, along with comprehensive health care, retirement savings, and educational support.

Qualifications

• 5+ years of experience in the financial industry.
• Ability to manage multiple tasks under tight deadlines.
• Series 7, Series 63, and SIE required.

Responsibilities

• Present market and investment insights to clients.
• Support relationships with US retail advisor sales channels.
• Create high-quality written content for client communications.
• Prepare strategy presentations with detailed portfolio analysis.
• Train internal sales force with relevant product knowledge.

Skills

Investment design and portfolio construction

Relationship building

Organizational skills

Market acumen

Analytical thinking

Teamwork

Job description

TwinThread is hiring an Investment Specialist – Vice President in New York. The role involves client-facing responsibilities, analytical tasks, and reporting in a fast-paced environment. Candidates should have 5+ years of financial industry experience and strong skills in investment design, market acumen, and relationship building. A competitive rewards package is offered, along with comprehensive health care, retirement savings, and educational support.