The Director, Portfolio Strategy position reports to the Executive Director, Portfolio Strategy and Competitive Intelligence to support strategic planning activities by providing actionable ...
The Director, Portfolio Strategy position reports to the Executive Director, Portfolio Strategy and Competitive Intelligence to support strategic planning activities by providing actionable ...
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 ...
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 ...
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 ...
Director, Portfolio Strategy & Governance.
South San Francisco, CA · On-site
$160 - $298/hr
Director, Portfolio Strategy & Governance A healthier future. It's what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need today and for ...
Director, Portfolio Strategy & Governance.
South San Francisco, CA · On-site
$160 - $298/hr
Director, Portfolio Strategy & Governance A healthier future. It's what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need today and for ...
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
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
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
The Director, Portfolio Strategy will work with the advisory team and quantitative analysis team to enhance the client experience. Responsibilities * Develop investment and reinvestment strategies ...
Quick apply
The Director, Portfolio Strategy will work with the advisory team and quantitative analysis team to enhance the client experience. Responsibilities * Develop investment and reinvestment strategies ...
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
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
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
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
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 ...
Director, Portfolio Strategy & Governance.
South San Francisco, CA · On-site
$160 - $298/hr
The Position Director, Portfolio Strategy & Governance A healthier future. It's what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need ...
Director, Portfolio Strategy & Governance.
South San Francisco, CA · On-site
$160 - $298/hr
The Position Director, Portfolio Strategy & Governance A healthier future. It's what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need ...
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
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
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 ...
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 ...
Portfolio Strategist
Manhattan, 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
Manhattan, 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 ...
Director, Portfolio Strategy - Global Initiatives
Cambridge, MA · On-site
$150 - $200/hr
# Director, Portfolio Strategy - Global InitiativesFlagship PioneeringDirectorVenture CapitalHealthcare, Biotech & Life SciencesFull-timeLocationCambridge, United StatesDate PostedJune 5, ...
Director, Portfolio Strategy - Global Initiatives
Cambridge, MA · On-site
$150 - $200/hr
# Director, Portfolio Strategy - Global InitiativesFlagship PioneeringDirectorVenture CapitalHealthcare, Biotech & Life SciencesFull-timeLocationCambridge, United StatesDate PostedJune 5, ...
Director, Portfolio Strategy & Governance.
South San Francisco, CA · On-site
$279K - $293K/yr
Director, Portfolio Strategy & Governance A healthier future. It's what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need today and for ...
Director, Portfolio Strategy & Governance.
South San Francisco, CA · On-site
$279K - $293K/yr
Director, Portfolio Strategy & Governance A healthier future. It's what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need today and for ...
Director, Portfolio Strategy & Governance.
San Francisco, CA · On-site
$160 - $298/hr
The Position Director, Portfolio Strategy & Governance A healthier future. It's what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need ...
Director, Portfolio Strategy & Governance.
San Francisco, CA · On-site
$160 - $298/hr
The Position Director, Portfolio Strategy & Governance A healthier future. It's what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need ...
Director, Portfolio Strategy & Governance.
South San Francisco, CA · On-site
$280K - $293K/yr
Director, Portfolio Strategy & Governance A healthier future. It's what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need today and for ...
Director, Portfolio Strategy & Governance.
South San Francisco, CA · On-site
$280K - $293K/yr
Director, Portfolio Strategy & Governance A healthier future. It's what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need today and for ...
Director Portfolio Strategist information
See salary details
$97.5K - $106.3K
25% of jobs
$106.5K is the 25th percentile. Wages below this are outliers.
$106.3K - $115.1K
14% of jobs
$115.1K - $124K
3% of jobs
$124K - $132.8K
3% of jobs
The median wage is $138.4K / yr.
$132.8K - $141.6K
8% of jobs
$141.6K - $150.4K
9% of jobs
$150.4K - $159.2K
5% of jobs
$159.2K - $168K
8% of jobs
$169.1K is the 75th percentile. Wages above this are outliers.
$168K - $176.9K
6% of jobs
$176.9K - $185.7K
10% of jobs
$185.7K - $194.5K
10% of jobs
$97.5K
$142.5K
$194.5K
How much do director portfolio strategist jobs pay per year?
What is a director portfolio strategist?
What are the key skills and qualifications needed to thrive as a director portfolio strategist?
How does a director portfolio strategist typically collaborate with cross-functional teams to drive portfolio success?
What is the difference between Director Portfolio Strategist vs Portfolio Manager?
| Aspect | Director Portfolio Strategist | Portfolio Manager |
|---|---|---|
| Credentials | Often requires advanced degrees (MBA, CFA) | Typically holds CFA or similar certifications |
| Work Environment | Strategic planning, high-level decision making | Day-to-day portfolio management and client interaction |
| Industry Usage | Used in investment firms, asset management | Common in investment firms, banks, and financial institutions |
| Search Intent | Focus on strategic roles, high-level planning | Focus 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 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:
What job categories do people searching Director Portfolio Strategist jobs look for?
The top searched job categories for Director Portfolio Strategist jobs are:
- Director Strategy And Governance
- Director Of Innovation
- Director Strategy Transformation
- Associate Director Strategic Sourcing
- Director Strategic Insights
- Director Strategy And Innovation Job Category
- Director Strategic Project
- Director Commercial Strategy
- Director Strategy Insights
- Director Strategic Intelligence

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.