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Director Portfolio Strategist Jobs (NOW HIRING)

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 ...

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 ...

Portfolio Strategist

Lone Tree, CO · On-site

$126K - $162K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

New

Portfolio Strategist

Austin, TX · On-site

$120K - $155K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

New

PORTFOLIO STRATEGIST

Fairport, NY · On-site

$115 - $125/hr

This knowledge enables the Portfolio Strategist to credibly represent the portfolio process to key clients, including consultants, advisors, institutions, and direct client relationships. You are ...

Portfolio Strategist

Lone Tree, CO · On-site

$124K - $160K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

New

Portfolio Strategist

Austin, TX · On-site

$120K - $155K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

New

Portfolio Strategist

Westlake, TX · On-site

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

Portfolio Strategist

Austin, TX · On-site

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

Portfolio Strategist

Westlake, TX · On-site

$116K - $150K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

New

Portfolio Strategist

San Francisco, CA · On-site

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and ... Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or ...

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Director Portfolio Strategist information

See salary details

$97.5K

$142.5K

$194.5K

How much do director portfolio strategist jobs pay per year?

As of Sep 6, 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 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.

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.

More about Director Portfolio Strategist jobs

What cities are hiring for Director Portfolio Strategist jobs?

Cities with the most Director Portfolio Strategist job openings:

What are the most commonly searched types of Portfolio Strategist jobs?

The most popular types of Portfolio Strategist jobs are:

What states have the most Director Portfolio Strategist jobs?

States with the most job openings for Director Portfolio Strategist jobs include:

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 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $142,462 per year, or $68.5 per hour.

Director, Portfolio Strategy

Summit Therapeutics

Palo Alto, CA • On-site

Full-time

Re-posted 2 days ago


Key responsibilities

  • Lead and drive New Indication strategy and planning in Oncology indications, collaborating with cross-functional teams.

  • Develop and refine frameworks and processes for portfolio strategy, supporting strategic decision-making and investment choices.

  • Deliver market and competitive intelligence insights through research and scenario planning to inform executive decisions.


Job description

Overview of Role:

The Director, Portfolio Strategy position reports to the Executive Director, Portfolio Strategy and Competitive Intelligence to support strategic planning activities by providing actionable recommendations based on assessments of markets and competitors, both existing and potential.

Role and Responsibilities:

  • Lead and drive New Indication strategy and planning in several Oncology indications, working cross-functionally (e.g. Clinical, Regulatory, Commercial) to guide Summit's portfolio for late-stage clinical development strategy
  • Develop/refine framework and process for the New indication and overall portfolio strategy, providing thought leadership and supporting key strategic decision-making and investment decisions
  • Deliver strategic market and competitive intelligence insights through research, scenario planning, and impact assessments to guide executive decision-making and Summit's portfolio strategy.
  • Deliver Disease Area strategy for new solid tumor indications by providing an overall integrated strategy and market assessment in partnership with R&D, Clinical, Medical, Commercial and Program teams
  • Partner with BD team to provide strategic direction and guidance on business development opportunities
  • Conduct deep analysis of competitors, products, and market trends, maintaining real-time awareness of landscape changes and translating insights into strategic implications for launch and also for pipeline indications
  • Develop, lead and execute comprehensive market research plans (qualitative, quantitative, and competitive), selecting vendors, designing studies, interpreting results, and ensuring timely, high-quality deliverables.
  • Develop NPV, forecasting and revenue modeling for new indications up to 18 months before launch, providing data-driven assumptions for early commercial planning.
  • Lead TPP development and alignment with cross-functional team for several solid tumor indications
  • Integrate market research and competitive intelligence into strategic planning, including brand plans, market access, and situation analysis.
  • Maintain an in-depth understanding of oncology markets and data sources, synthesizing findings into a central knowledge repository for organizational use.
  • Provide ad hoc analytical support to executive stakeholders to inform R&D, commercial, and business development decisions.
  • Leverage best-in-class analytical methodologies and tools to interpret epidemiology, market, and customer data into actionable recommendations.
  • Build and manage external partnerships-from market research vendors to data providers-ensuring quality, accountability, and cost-effectiveness.

Experience, Education and Specialized Knowledge and Skills:

  • Bachelors degree in Biotech or related field; advanced degree (MS, PhD) preferred.
  • Minimum of 10+ years of pharmaceuticals/biotech industry experience working with both qualitative and quantitative research in oncology/pharma market with emphasis on Non-Small Cell Lung cancer and other Solid Tumors is required.
  • Strong understanding of the Solid Tumor Oncology landscape, including portfolio strategy, market planning, competitive intelligence, forecasting and key therapeutic areas such as lung cancer and colorectal cancer.
  • Proven ability to identify and collect relevant market, customer, and competitor data; perform quantitative and qualitative analysis;
  • Ability to translate complex findings into actionable market insights and strategic recommendations.
  • Experience developing and executing primary and secondary market research, with exposure to global markets preferred.
  • Proven experience leading, managing and executing end-to-end market research: designing research plans, synthesizing findings/insights, presenting, etc.
  • Experience with advanced spreadsheets, patient-based forecast modeling including dynamic patient models, NPV modeling.
  • Experience in facilitating competitive workshops, well-versed in TPP development with program and study teams is a plus.
  • Use online market research and catalogue findings to databases.
  • Strong communication and presentation skills.
  • Skilled at PowerPoint, Excel and similar data tools.
  • Ability to travel up to 25% of the time, depending on business needs.