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Portfolio Strategist Jobs (NOW HIRING)

Manning & Napier

Portfolio Strategist

Fairport, NY · On-site

$115/hr

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 ...

Manning & Napier

Portfolio Strategist

Fairport, NY · On-site

$115/hr

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 ...

Horizon Investments

Portfolio Strategist

Charlotte, NC · On-site

$85K - $100K/yr

Summary/Objective The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and ...

Horizon Investments

Portfolio Strategist

Charlotte, NC · On-site

$113K - $146K/yr

Summary/Objective The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and ...

Horizon Investments

Portfolio Strategist

Charlotte, NC · On-site

$85K - $100K/yr

Summary/Objective The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and ...

Sequoia Financial Group Llc

Portfolio Strategist

Berwyn, PA · On-site

$116K - $150K/yr

Position Summary The Portfolio Strategist serves as the investment resource for an assigned regional advisor base, partnering with advisors to win new business and deepen existing client ...

Charles Schwab

Portfolio Strategist

Austin, TX · On-site

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved ...

Sequoia Financial Group Llc

Portfolio Strategist

Dublin, OH · On-site

$117K - $151K/yr

Position Summary The Portfolio Strategist serves as the investment resource for an assigned regional advisor base, partnering with advisors to win new business and deepen existing client ...

Sequoia Financial Group Llc

Portfolio Strategist

Akron, OH · On-site

$116K - $150K/yr

Position Summary The Portfolio Strategist serves as the investment resource for an assigned regional advisor base, partnering with advisors to win new business and deepen existing client ...

Manning & Napier, Inc

PORTFOLIO STRATEGIST

Fairport, NY · On-site

$115 - $125/hr

As a Portfolio Strategist, you will be an investment professional responsible for representing Manning & Napier's investment strategies and capabilities to clients and prospects. You will act as an ...

Charles Schwab

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 relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved ...

Charles Schwab Inc.

Portfolio Strategist

Westlake, TX · On-site

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved ...

Charles Schwab

Portfolio Strategist

Westlake, TX · On-site

$116K - $150K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved ...

Charles Schwab

Portfolio Strategist

Lone Tree, CO

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved ...

Charles Schwab

Portfolio Strategist

Orlando, FL · On-site

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved ...

Charles Schwab

Portfolio Strategist

Westlake, TX · On-site

$105K - $250K/yr

As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved ...

Siemens AG

$148 - $266/hr

EDA Portfolio Strategist Job Reference #: 520219 Job Location: Santa Clara, CA, or Wilsonville, OR, Remote - US Siemens EDA is a global technology leader in Electronic Design Automation software. Our ...

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Portfolio Strategist information

See salary details

$45K

$139.9K

$177.5K

How much do portfolio strategist jobs pay per year?

As of Sep 6, 2026, the average yearly pay for portfolio strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

What does a portfolio strategist do?

A Portfolio Strategist is responsible for designing, implementing, and managing investment strategies to help clients or institutions achieve their financial goals. They analyze market trends, assess risk, and optimize asset allocations to maximize returns while minimizing risk. Portfolio Strategists collaborate with analysts, portfolio managers, and clients to tailor investment approaches based on market conditions and objectives. Their role involves continuous monitoring and adjustments to ensure the portfolio remains aligned with evolving financial goals and market dynamics.

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

To thrive as a Portfolio Strategist, you need a solid foundation in investment analysis, portfolio management, and financial modeling, usually supported by a relevant degree such as finance or economics. Familiarity with tools like Bloomberg Terminal, Excel, and portfolio management software, as well as professional certifications like CFA, is highly valuable. Strong communication, analytical thinking, and collaboration skills help Portfolio Strategists effectively convey their recommendations and work within cross-functional teams. These abilities are crucial for designing and executing investment strategies that align with client goals and market conditions.

What are the typical challenges faced by portfolio strategists in their day-to-day work?

Portfolio Strategists often face challenges such as staying ahead of rapidly changing market conditions, integrating diverse data sets into actionable insights, and balancing the competing interests of stakeholders or clients. The role requires constant monitoring of global economic trends and adapting portfolio allocations to manage risks and seize opportunities. Additionally, clear communication is essential when explaining complex strategies to both technical and non-technical audiences. Overcoming these challenges helps ensure portfolios remain aligned with organizational objectives and client expectations.

Does portfolio management pay well?

Portfolio management is a well-paying profession, with salaries often reflecting experience, certifications like the CFA, and the size of the managed assets. Senior portfolio managers and those in large firms can earn high six-figure incomes, especially with performance bonuses. Compensation typically includes base salary, bonuses, and profit sharing, depending on the employer and geographic location.
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Portfolio Strategist jobs near you
Infographic showing various Portfolio Strategist job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.

Portfolio Strategist

Manning & Napier

Fairport, NY • On-site

$115/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 11 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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