Senior Investment Strategist - Private Wealth

Serve as investment management subject matter expert for Private Wealth Management clients, overseeing investment strategy, asset allocation, and discretionary advisory accounts. Partner with internal research and portfolio specialists to develop and maintain investment themes and fulfillment strategies for high-net-worth individuals and families (including those with $3M+ investable assets). Leverage portfolio modeling, policies, and regulatory knowledge to ensure strategies are aligned with clients’ goals.