Senior Investment Strategist

Position Summary

The Senior Investment Strategist partners with advisors clients and prospects to provide confidence clarity and insight regarding Focuss investment philosophy solutions and market perspectives. They develop and maintain deep expertise in Focuss investment platform to support advisors in constructing personalized portfolios aligned with client needs and objectives. They create clear compelling collateral that articulates the value of Focuss investment offering and equips advisors to apply it effectively in client portfolios. They engage directly with clients and prospects to discuss portfolio positioning and market conditions increasing client confidence and driving business growth.

Primary Responsibilities

• Build relationships with advisors as an extension of their advisory team to provide investment strategy and proposal support
• Serve as investment strategy subject matter-expert in meetings with clients and/or advisors including providing commentary on current market trends
• Work closely with Manager Research Proprietary Strategies and Marketing to create and maintain educational content on Focus investment strategies
• Serve as deeper educational resource expert in multiple investment strategy areas
• Present Investment Strategy related topics at firm and industry events
• Execute on special projects as needed

Qualifications

• Bachelors Degree in Accounting Economics Engineering Finance Math or related field
• 7 years of work experience in an investment-related communications or technical positions
• Ability to work effectively as a team player and collaboratively across disciplines
• Skilled at building trust and respect of colleagues and clients
• Excel in a fast-paced environment with the ability to balance multiple demands with a high attention to detail
• Comprehensive understanding of public and private markets portfolio design complex investment vehicles and investment models
• Demonstrated professionalism integrity a high degree of ethics and maintain confidentiality
• Ability to effectively interface with advisors clients and prospects in group and one-on-one settings
• Ability to offer succinct value-added recommendations exercise sound judgment and make effective decisions with sometimes incomplete information
• Ability to take initiative and work independently
• Excellent verbal and written communication skills particularly with regards to conveying technical investment approaches
• Knowledge of global investment market conditions and trends
• Ability to speak to groups in public or via electronic media

The annualized base pay range for this role is expected to be $140000 - $160000 per year. Actual base pay could vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.