13 дней назад
Senior Market Strategist
175 745 - 326 377$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Market Strategist (Investment Strategy/Wealth Management): Translating centralized investment guidance, macroeconomic views, and asset allocation themes into practical messaging, portfolio insights, and presentation materials for independent financial advisors with an accent on market commentary, portfolio construction, and advisor enablement. Focus on synthesizing complex investment concepts, equipping portfolio managers with client-ready content, representing Rochdale’s investment views, and supporting national advisor and client events.
Location: In office at 400 Park Avenue, New York, New York, US; extensive travel is required.
Starting base salary: $175,745–$326,377 per year, plus eligibility for bonus and/or commissions.
Company
is a financial services company and subsidiary of Royal Bank of Canada, providing wealth management and investment services.
What you will do
- Translate CIO and Investment Management Group guidance into practical investment insights for the independent advisor business.
- Partner with portfolio managers to create advisor- and client-ready messaging, presentations, talking points, and portfolio perspectives.
- Prepare and deliver market commentary, economic updates, investment themes, and portfolio insights.
- Represent Rochdale’s investment views and ideas in meetings, conferences, advisor events, and client-facing settings.
- Gather feedback from portfolio managers and advisors to refine investment content and address recurring market questions.
- Collaborate with investment leadership, product teams, distribution partners, and business development teams to align messaging with firm strategy.
Requirements
- Bachelor’s degree.
- 10–15 years of experience in investment strategy, market research, portfolio management, wealth management, or related investment roles.
- 7–10 years of experience translating macroeconomic views, asset allocation guidance, and investment themes into practical portfolio and client communications.
- 10–15 years of experience partnering with portfolio managers, investment teams, or advisor-facing professionals.
- Strong understanding of global financial markets, asset allocation, portfolio construction, and wealth management investment solutions.
- Strong written and verbal communication, collaboration, strategic thinking, judgment, and executive presence; extensive travel is required.
Nice to have
- Experience supporting wealth management, independent advisor, or intermediary distribution platforms.
- Experience presenting market views and investment ideas to advisors, clients, or internal business audiences.
- CFA Charterholder.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement and internal upskilling and training resources.
- Vacation, sick, and volunteer time benefits.
- Health and family planning benefits, including fertility and specialized support programs.
- Career mobility support and colleague resource groups.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
11 дней назад
Senior Portfolio Advisor, WM (Wealth Management)
156 370 - 273 600$
11 дней назад
Senior Relationship Manager (Wealth Management)
175 000 - 240 000$
13 дней назад
Senior Investment Researcher, Multi-Asset
239 900 - 419 700$
13 дней назад
Portfolio Advisor 3
13 дней назад
Commercial Banking - Senior Group Portfolio Manager
175 000 - 2 200 000$
12 дней назад
Portfolio Manager - Specialty Finance
135 000 - 155 000$