Ultra High Net Worth Portfolio Strategist – Full-Time, High Impact Career Opportunity

Position Overview & Summary

As an Ultra High Net Worth Portfolio Strategist, you’ll work full-time delivering tailored investment guidance for affluent clients. The potential salary can exceed $100,000 annually, with benefits and ongoing career growth.

This role is highly dynamic, focusing on building successful client relationships and delivering comprehensive investment solutions. Prior leadership in finance and client strategy is essential for effectiveness.

The position requires at least 10 years of financial experience and advanced credentials like CFA, CPWA, or CIMA for credible, value-driven advice delivery. Licensing is required.

Working in a diverse, inclusive environment is a key part of this role, ensuring everyone has an equal opportunity to thrive. The position is designed for highly skilled, driven professionals.

Beyond the core duties, expect continuous learning and the opportunity to make a lasting impact, both on client portfolio performance and your own career advancement.

Key Job Functions

Daily, you’ll partner with financial advisors, customize investment portfolios, and connect clients with the firm’s specialized banking, lending, and wealth services.

Methodically, you’ll analyze client needs, develop targeted asset allocation plans, and select suitable traditional and alternative investments using best-in-class processes.

Your work includes leading the portfolio construction process, from discovery through to implementation, always tailoring solutions to individual client priorities.

Collaboration with enterprise specialists, such as trust and estate professionals, is routine to create strategies for holistic wealth management and business succession.

Additionally, you’ll support business development by educating advisors about your team’s services and empowering them to deepen client relationships.

Vantagens notáveis

This role offers significant professional growth opportunities, allowing you to expand your skills in both client strategy and technical portfolio construction daily.

Working within a leading financial institution provides access to experienced teams, cutting-edge research, and industry-leading resources to best serve your clients.

Possíveis desvantagens

The role’s demands can be intense due to tight deadlines and high client expectations, requiring consistent focus and efficient time management skills.

There can be stress related to performance metrics and the fast pace of portfolio management, which may challenge professionals who prefer a steadier workload.

Considerações finais

Overall, the Ultra High Net Worth Portfolio Strategist position is both challenging and rewarding. If you have strong financial expertise and enjoy client-focused work, this could be an excellent fit.