The role is within the Investment Department’s Portfolio Management Group (PMG). PMG is the client facing side of the Investment organization. Investment Strategists support the firm’s regional advisor teams and report to the Sr. Director, Investment Strategy. Investment Strategists provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams. Investment Strategists are the local representative of the firm’s investment department and as such are expected to provide expert insight into the firm’s investment philosophy, processes, and platform primarily to advisors and HNW clients. Essential Job Functions for Investment Strategists will include: Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams Ensure timely completion of annual portfolio reviews (including Reg 9 s, if applicable) by local advisor teams, in accordance with the firm’s compliance and investment department requirements. Engagement in industry associations, events and research to stay on top of trends and developments Some travel required to build and manage relationships with regional offices and/or key client relationships Required Knowledge, Skills & Abilities: 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm MBA or CFA a plus Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus Strong quantitative skills preferred Exceptional client communication skills, both written and verbal Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States Strong team player with a commitment to collaboration and teamwork Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.) Location: This position can be fully remote, but have preference for Texas, Mountain, or Pacific Time Zone.