Ultra High Net Worth Portfolio Strategist
Lead portfolio strategy for ultra high net worth clients, enjoy a competitive salary, full benefits, strong bonus potential, and the chance to build valuable relationships.
If you’re pursuing a leadership opportunity in finance, the Ultra High Net Worth Portfolio Strategist opening stands out for its exceptional annual salary range of $160,000 to $250,000. This is a full-time position, paired with fantastic benefits and strong eligibility for a performance-based annual bonus. It appeals to professionals who thrive in dynamic wealth management environments and wish to play a pivotal role in collaborating with top-tier financial advisors and ultra high net worth clients.
What You’ll Do as a Portfolio Strategist
In this role, you’ll develop relationships with experienced financial advisors focused on ultra high net worth clients. Your expertise will support strategies for client portfolio growth and retention.
Your key day-to-day tasks include tailoring custom asset allocations and selecting investment managers—both traditional and alternative. You serve as a central resource, guiding complex wealth strategies and supporting business development opportunities.
Expect close collaboration with enterprise specialists in lending, estate planning, philanthropy, and business transitions to deliver a comprehensive wealth solution to each client. Networking and presentation skills are critical.
Analytical thinking and strategic acumen drive your daily success. You’ll regularly interact with multiple teams, ensuring all client wealth needs are anticipated and addressed.
Why This Job Stands Out
A major advantage here is the compensation and benefits structure, which is among the highest in the industry. Full employment benefits and an attractive bonus plan are built in.
You’ll also gain unmatched access to specialized financial tools and support from dedicated teams. The professional development environment supports career growth and learning at every stage.
O que considerar antes de se candidatar
This role requires over ten years of financial experience, plus advanced financial credentials (like CFA or CIMA). There are also regulatory license requirements that must be satisfied before starting.
The position is demanding, especially with high expectations tied to sales and portfolio results. Travel for client and advisor meetings is frequent and can approach 50% of your working schedule.
Is This Portfolio Strategist Role Right for You?
The Ultra High Net Worth Portfolio Strategist job is tailor-made for driven, relationship-focused professionals eager to make a major impact in wealth management. If you meet the criteria, this opportunity brings both career growth and financial rewards within a supportive, collaborative environment.
