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Director Portfolio Strategist Jobs (NOW HIRING)

Manning & Napier

Portfolio Strategist

Fairport, NY · On-site

$115/hr

The Portfolio Strategist will report to the Director of the Portfolio Strategies Group. Responsibilities * Represent the firm with clients and prospects across multiple channels (financial advisors ...

Manning & Napier

PORTFOLIO STRATEGIST

Fairport, NY · On-site

$115/hr

The Portfolio Strategist will report to the Director of the Portfolio Strategies Group. Responsibilities * Represent the firm with clients and prospects across multiple channels (financial advisors ...

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Director Portfolio Strategist information

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$97.5K

$142.5K

$194.5K

How much do director portfolio strategist jobs pay per year?

As of Aug 15, 2026, the average yearly pay for director portfolio strategist in the United States is $142,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,000.00 and $176,000.00 per year, depending on experience, location, and employer.

What is the difference between Director Portfolio Strategist vs Portfolio Manager?

AspectDirector Portfolio StrategistPortfolio Manager
CredentialsOften requires advanced degrees (MBA, CFA)Typically holds CFA or similar certifications
Work EnvironmentStrategic planning, high-level decision makingDay-to-day portfolio management and client interaction
Industry UsageUsed in investment firms, asset managementCommon in investment firms, banks, and financial institutions
Search IntentFocus on strategic roles, high-level planningFocus on managing specific portfolios, client results

The main difference is that the Director Portfolio Strategist focuses on high-level strategic planning and long-term investment strategies, while the Portfolio Manager handles the day-to-day management of investment portfolios and client interactions. Both roles require similar credentials but differ in scope and responsibilities.

What is a director portfolio strategist?

A Director Portfolio Strategist is a senior professional responsible for developing and overseeing investment strategies for a portfolio of assets or client accounts. They analyze market trends, assess risks, and align portfolio management with the organization's financial goals. Directors in this role also collaborate with investment teams, present recommendations to stakeholders, and ensure that portfolios are optimized for performance and compliance. Their expertise is crucial in driving long-term value and managing complex investment scenarios.

What are the key skills and qualifications needed to thrive as a director portfolio strategist?

To thrive as a Director Portfolio Strategist, you need a strong background in financial analysis, investment strategies, and portfolio management, typically supported by a degree in finance or a related field and often a CFA or MBA. Expertise in analytics platforms, portfolio management systems, and financial modeling tools is highly valued. Strategic thinking, leadership, and effective communication are essential soft skills for driving results and influencing stakeholders. These skills ensure the ability to optimize investment portfolios, make data-driven decisions, and align strategies with organizational goals.

How does a director portfolio strategist typically collaborate with cross-functional teams to drive portfolio success?

A Director Portfolio Strategist works closely with product managers, finance, marketing, and executive leadership to align portfolio decisions with overall business objectives. They facilitate regular strategy sessions, provide data-driven insights, and ensure that resource allocation supports both short- and long-term goals. Effective collaboration often involves leading portfolio review meetings, balancing competing priorities, and integrating feedback from various departments to optimize the portfolio’s performance. This collaborative approach is essential for adapting to market changes and achieving sustained growth.
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Director Portfolio Strategist jobs near you
Infographic showing various Director Portfolio Strategist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, 1% Temporary, and 1% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $142,462 per year, or $68.5 per hour.

Portfolio Strategist

Manning & Napier

Fairport, NY • On-site

$115/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 19 days ago

Job description

Summary

The Portfolio Strategist is an investment professional responsible for representing Manning & Napier's investment strategies and capabilities to clients and prospects. This person acts as an integral part of the sales and service process and possesses deep knowledge about the investment philosophy, process, and portfolio positioning for the firm's investment solutions. This knowledge enables the Portfolio Strategist to be a credible representative of the investment team & strategy to key external audiences, including consultants, advisors, institutions, and direct client relationships. The Portfolio Strategist is generally not responsible for maintaining any client, prospect, or intermediary relationships on their own; instead, they work side-by-side with our distribution professionals to represent our solutions and meet client needs. However, at certain times and for specific key relationships the Strategist may be the lead relationship professional. The Portfolio Strategist will serve as the firm's primary spokesperson for designated investment solutions and must develop and maintain a strong knowledge of product features, including investment, operational, and competitive aspects.

The Portfolio Strategist will collaborate with portfolio specialists to understand and develop messaging, content, and competitive analytics , as well as actively engage in portfolio management discussions with investment teams, with a goal of conveying this information effectively to colleagues, prospects, clients, and intermediaries. The Portfolio Strategist, as a representative of the firm's investment professionals & strategies, must have a strong understanding of markets to be perceived as a credible & knowledgeable investment professional, and is also expected to contribute to the firm's thought leadership efforts.

The Portfolio Strategist will report to the Director of the Portfolio Strategies Group.

Responsibilities

  • Represent the firm with clients and prospects across multiple channels (financial advisors, institutional consultants, research analysts, Taft-Hartley plans & other institutions)
  • Participate in and/or lead finals presentations and client service meetings
  • Participate in and/or facilitate due diligence meetings and reviews
  • Represent the firm at sales/marketing meetings, client seminars, conferences, and other speaking opportunities
  • Contribute to production of original investment content for internal and external distribution
  • Work closely in partnership with distribution, marketing, & client services teams to holistically support distribution efforts.
  • Participate in product development discussions

Qualifications

  • 5+ years' of investment-related experience in the investment management industry
  • Excellent presentation and communication skills
  • Strong analytical ability and knowledge of investment markets
  • Confidence and presence in client sales/service settings
  • Ability to work in a team-oriented environment across multiple disciplines and departments
  • Nationwide coverage demanding up to 30-50% travel time
  • CFA strongly preferred
  • CAIA or prior alternatives investment experience preferred

Perks

  • Health, dental & vision insurance
    • Employer HSA contribution
    • Opt out credit
  • 401k employer match
  • Paid volunteer days
  • Gym reimbursement

Compensation: $115-125k expected base salary; additional incentive compensation expected

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