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Investment Strategy Planning Jobs (NOW HIRING)

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Investment Strategy Planning information

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$65.5K

$119.5K

$161.5K

How much do investment strategy planning jobs pay per year?

As of Aug 8, 2026, the average yearly pay for investment strategy planning in the United States is $119,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $100,500.00 and $138,500.00 per year, depending on experience, location, and employer.

What is the difference between Investment Strategy Planning vs Financial Advisor?

AspectInvestment Strategy PlanningFinancial Advisor
CredentialsCertifications like CFA, CFP beneficialCFP, Series 7, 66 licenses often required
Work EnvironmentFocus on developing investment plans, analysisClient meetings, personalized financial advice
Industry UsageUsed in asset management, investment firmsUsed across banking, independent advising

Investment Strategy Planning involves creating and analyzing investment plans, focusing on asset allocation and portfolio strategies. Financial Advisors provide personalized financial guidance, including investments, retirement, and estate planning. While both roles require similar certifications and work in related environments, Investment Strategy Planning emphasizes strategy development, whereas Financial Advisors focus on client relationships and comprehensive financial advice.

More about Investment Strategy Planning jobs
What cities are hiring for Investment Strategy Planning jobs? Cities with the most Investment Strategy Planning job openings:
What states have the most Investment Strategy Planning jobs? States with the most job openings for Investment Strategy Planning jobs include:
Infographic showing various Investment Strategy Planning job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $119,462 per year, or $57.4 per hour.

Strategy & Planning Associate

ATOMS Careers page

Los Angeles, CA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago


Job description

Who we are 

In the past, to be a successful restaurateur, you simply had to have a passion for food and a passion for people - but to succeed as a digital restaurateur you also need to have a passion for technology. We believe in the joy of serving others, and that's why we created Otter - to help restaurateurs succeed in online food delivery. Restaurants around the world, both large and small, including Chick-fil-A, Ben & Jerry's, KFC, and Eataly trust our software to power their delivery business. We increase sales, reduce order issues, and decrease delivery headaches.

About the role

Supports strategic decision-making and business growth initiatives through data-driven analysis, go-to-market strategy development, and cross-functional program execution. Partners with product, sales, marketing, finance, and operations teams to evaluate market opportunities, optimize commercial strategies, and drive high-priority initiatives from concept through implementation. Delivers actionable recommendations to leadership by combining analytical rigor, business acumen, and operational excellence.

What you'll do

Go-to-Market Strategy & Commercial Planning

  • Support the development and execution of go-to-market strategies for new products, features, partnerships, and market expansions.
  • Evaluate customer segments, market opportunities, and competitive dynamics to inform commercialization strategies.
  • Partner with cross-functional stakeholders to develop recommendations related to pricing, packaging, customer acquisition, and growth initiatives.
  • Analyze performance metrics and market feedback to optimize GTM motions and improve business outcomes.

Strategic Analysis & Business Insights

  • Perform deep-dive analyses to identify business opportunities, operational challenges, and growth levers.
  • Develop hypotheses, conduct quantitative and qualitative research, and present findings and recommendations to leadership.
  • Build business cases and financial models to support strategic investments, partnerships, and new initiatives.
  • Translate complex data into actionable insights that drive executive decision-making.

Cross-Functional Program Management

  • Lead and coordinate strategic initiatives across multiple business functions, ensuring alignment, accountability, and successful execution.
  • Partner with Product, Sales, Marketing, Finance, and Operations teams to drive key company priorities.
  • Manage project timelines, dependencies, stakeholder communications, and risk mitigation plans.
  • Monitor initiative performance and identify opportunities to improve execution and operational efficiency.

Process Improvement & Operational Excellence

  • Identify process gaps, inefficiencies, and scaling challenges across the organization.
  • Design and implement operational improvements that enhance business performance and team productivity.
  • Establish reporting frameworks, KPIs, and operating rhythms to measure initiative success.
  • Drive continuous improvement efforts by leveraging data, stakeholder feedback, and industry best practices.

Executive Reporting & Communication

  • Prepare presentations, analyses, and strategic recommendations for senior leadership.
  • Communicate findings and project updates to stakeholders across all levels of the organization.
  • Support leadership in strategic planning, prioritization, and decision-making processes.

What we're looking for

  • 2-5 years of experience in Strategy, Business Operations, Corporate Strategy, Management Consulting, Investment Banking, Private Equity, Venture Capital, GTM Strategy, or related analytical roles.
  • Experience supporting commercialization efforts, pricing and packaging initiatives, strategic partnerships, market expansion, or go-to-market execution.
  • Demonstrated ability to structure ambiguous business problems, develop hypotheses, conduct analysis, and deliver actionable recommendations.
  • Strong financial modeling, business analysis, and executive communication skills.
  • Proven track record of managing cross-functional initiatives and influencing stakeholders across multiple teams.
  • Comfortable operating in fast-paced, high-growth environments where priorities evolve quickly.

Preferred Industries & Experience

We are particularly interested in candidates with experience in:

  • Management Consulting (McKinsey, Bain, BCG, Deloitte, Accenture Strategy, LEK, Oliver Wyman, EY-Parthenon, Strategy&)
  • Investment Banking
  • Private Equity
  • Venture Capital
  • Corporate Strategy
  • Business Operations
  • GTM Strategy
  • Product Strategy
  • Revenue Strategy
  • High-Growth Technology or SaaS Companies
  • Fintech, Payments, or Marketplace Businesses

Target Schools

Strong preference for candidates from highly selective universities with rigorous analytical, business, economics, engineering, or quantitative programs, including:

  • Harvard University
  • Stanford University
  • Massachusetts Institute of Technology (MIT)
  • University of Pennsylvania (Wharton)
  • Princeton University
  • Yale University
  • Columbia University
  • Duke University
  • Northwestern University
  • University of Chicago
  • Dartmouth College
  • Brown University
  • Cornell University
  • University of California, Berkeley
  • University of California, Los Angeles (UCLA)
  • University of Michigan
  • University of Virginia
  • Georgetown University
  • Carnegie Mellon University
  • Georgia Institute of Technology

Equivalent international institutions and exceptional candidates from other universities with strong professional experience will also be considered.

Why join us 

  • Demand for online food delivery is growing really fast! In the last 5 years, just in the US, the overall market has expanded 10X from $10B to $100B, and could expand to $500bn- $1T by 2030.
  • Changing the restaurant industry: You'll be part of a team that helps restaurants succeed in online food delivery. 
  • Collaborative environment: You will receive support and guidance from experienced colleagues and managers, helping you to learn, grow and achieve your goals, and you'll work closely with other teams to ensure our customer's success.

What else you need to know 

This role is based in our Los Angeles office location. As a company driven by innovation and continuous change, close collaboration is essential. We're constantly reimagining our industry, creating new products, and refining our processes, and we do our best work together. That's why all of our office-based teams work onsite, five days a week. 

The base salary range for this role is $100,000 - $125,000 per year.

Actual compensation will be determined on an individual basis and may vary depending on experience, skills, and qualifications.

Base salary is just one part of your total rewards package. You may also be eligible for equity awards and an annual performance-based bonus.

Benefits Summary (USA Full-Time Exempt Employees):

  • Medical, dental, and vision insurance (multiple plans, incl. HSA options).
  • Company-paid life and disability insurance (short- and long-term).
  • Voluntary insurance: accident, critical illness, hospital indemnity.
  • Optional supplemental life insurance for self, spouse, and children.
  • Pet insurance discount.
  • 401(k).
  • Health Savings Account (HSA)
  • Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
  • Time Off policies:
    • Discretionary vacation days
    • 8 paid holidays per year
    • Paid sick time
    • Paid Bereavement leave
    • Paid Parental Leave

Benefits are subject to change at the company's discretion.
Atoms accepts applications on an ongoing basis.

Ready to join us as we serve those who serve others? 

#LI-Onsite