The Strategic Funds, LLC (TSF), was founded in 2018 as an asset management firm by experienced investment executives to source innovative strategies, where we have a distinct and identifiable edge. We also offer custom portfolio solutions, including creating exposures to hedge or enhance specific factors in client’s portfolios.

TSF provides administrative resources such as legal; accounting; compliance; and management resources as needed. In addition, TSF has a marketing team that raises capital for all of our strategies by targeting different ISO’s.

Our mission is to identify distinct strategies that are uncorrelated with major market indexes; to create efficient access for our clients; to support our client’s understanding of the essentials of the strategies and how they can be accretive to their portfolios; and to manage each individual strategy to achieve its objectives.

GENERAL SUMMARY AND ROLE DESCRIPTION

The Business Developer(BD) should be an extremely motivated individual with a vision and drive to build a successful financial sales practice. A high degree of self-confidence along with interpersonal abilities is a requirement, as well as a desire to better your own life, your family’s, and your client’s. Candidate should be strongly motivated, self-starter, who is excited to work in a fast paced, collaborative environment. The right candidate will havefundamental trading background and process; a passion for capital markets; and the ability to communicate new products and strategies.

The BD will also be responsible for managing all aspects of the Sales and CRM operations. Depending on the candidate, the location may be remote, although a preference for locating in Puerto Rico. If the location is remote, travel to Puerto Rico for management meetings will be required approximately every six weeks.

DUTIES AND RESPONSIBILITIES

Primary Responsibilities include but are not limited to:

• Effectively communicates our investment philosophy, evidence‐based investing and comprehensive planning-based wealth management.
• Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.

• Provide information/education to leads/clients about the purpose and details of financial products, services and strategies.
• Build and maintain client base (CRM), keep client plans up-to-date and acquire new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service You don’t need to have a finance or economics degree to be a successful financial professional.

QUALIFICATIONS

• Bachelor's degree in Finance, Economics, Mathematicsor equivalent. Advanced degree in a related field preferred.
• Proven ability to cultivate strong relationships with HNW clients, prospects and business partners in a fee‐only wealth management role. 
• Brokerage experience are a plus.
• FINRA securities registrations are a plus.

• FINRA Series 7 registrations required.

SKILLS 

• Strong communication and networking skills.
• Strong organizational skills and attention to detail.

• Demonstrates ability to build effective relationships in a multi-cultural setting.
• Strong drive and motivation and continuous improvement mindset.