Investment Strategist (Wealth Management)

Location: New York, NY; hybrid work arrangement. Applicants must be authorized to work in the United States without current or future sponsorship.

Salary: $175,000–$200,000 per year, plus discretionary bonus and benefits.

Company

hirify.global Wealth oversees approximately $82 billion in assets for individuals, families, charitable institutions, and investment teams, providing customized investment solutions.

What you will do

• Partner with the Wealth Advisor to build customized multi-asset portfolio solutions aligned with client objectives, constraints, and implementation considerations.
• Translate client information and Asset Allocation Committee views into portfolio implications, implementation guidance, and recommendations.
• Present investment recommendations to individuals, families, select institutions, clients, and prospects in individual and group settings.
• Collaborate with private wealth investment, planning, tax, and trust specialists to integrate solutions.
• Create client-facing and internal presentations, market updates, whitepapers, webinar materials, talking points, and training content.
• Build repeatable templates and exhibits while maintaining accuracy, quality control, and data integrity.

Requirements

• Bachelor’s degree required.
• 7+ years of experience required in financial markets, investment research, or wealth management.
• Strong experience or exposure to public and private markets.
• Direct experience in portfolio construction, asset allocation, and client work with high-net-worth clients.
• Excellent written and verbal communication skills.
• Team-oriented approach, willingness to volunteer ideas, and ability to create analytical work beyond what is requested.
• Proficiency in Microsoft PowerPoint, Excel, and Bloomberg or FactSet.
• Series 7 and 66, or Series 7, 63, and 65 licenses, or the ability to obtain the required licenses within 3–6 months.
• Willingness to travel as needed.

Nice to have

• MBA, CFA, and/or other professional designations preferred.

Culture & Benefits

• Hybrid work arrangement.
• Paid time off, medical, dental, and vision insurance.
• Retirement and life insurance benefits.
• Discretionary bonus eligibility.
• Collaboration with investment, planning, tax, and trust specialists.