Senior Manager, Investment Strategist (MN Licensed)

Job Summary

To shape wealth management investment strategies for high-net-worth clients, the full-time Senior Manager, Portfolio Investment Strategist (MN Licensed) will collaborate with advisors and specialists to develop and implement sophisticated investment solutions in a remote environment.

Key responsibilities

• Collaborate with advisors and specialists to assess client needs and deliver investment planning strategies
• Prepare investment strategy materials and support presentations to clients and advisors
• Lead projects focused on high-net-worth clients and coordinate with various teams to ensure accurate investment planning data

Required qualifications

• Bachelor's degree and 7+ years of experience in financial services with a focus on the high-net-worth market
• Understanding of financial planning concepts, including estate, retirement, and tax planning strategies
• Knowledge of advanced investment strategies and wealth management solutions
• Active Series 7 registration and State Securities Agent registration (Series 63 or Series 66), or ability to obtain within 120 days
• Strong proficiency in Microsoft PowerPoint, Excel, and Word, along with Thomson One and Morningstar Direct