What are the responsibilities and job description for the Senior Investment Strategist position at Focus Partners?
Position Summary
The Senior Investment Strategist partners with advisors, clients, and prospects to provide confidence, clarity, and insight regarding Focus’s investment philosophy, solutions, and market perspectives. They develop and maintain deep expertise in Focus’s 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 Focus’s 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
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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 careers@focuspartners.com.
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
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 39-2-901.
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 state’s 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.
The Senior Investment Strategist partners with advisors, clients, and prospects to provide confidence, clarity, and insight regarding Focus’s investment philosophy, solutions, and market perspectives. They develop and maintain deep expertise in Focus’s 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 Focus’s 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
- 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
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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 careers@focuspartners.com.
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
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 39-2-901.
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 state’s 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.
Salary : $140,000 - $160,000