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Portfolio Strategist Jobs (NOW HIRING)

TIAA

Portfolio Strategy

New York, NY · On-site

$114K - $143K/yr

Portfolio Strategy_Multi-Asset Portfolio Strategy provides support and coverage of the multi-asset market for the client and organization. Working under moderate supervision, this job coordinates the ...

TIAA

Portfolio Strategy

Charlotte, NC · On-site

$114K - $143K/yr

Portfolio Strategy_Multi-Asset Portfolio Strategy provides support and coverage of the multi-asset market for the client and organization. Working under moderate supervision, this job coordinates the ...

TIAA

Portfolio Strategy

San Francisco, CA · On-site

$114K - $143K/yr

Portfolio Strategy_Multi-Asset Portfolio Strategy provides support and coverage of the multi-asset market for the client and organization. Working under moderate supervision, this job coordinates the ...

TIAA

Portfolio Strategy

Chicago, IL · On-site

$114K - $143K/yr

Portfolio Strategy_Multi-Asset Portfolio Strategy provides support and coverage of the multi-asset market for the client and organization. Working under moderate supervision, this job coordinates the ...

TIAA

Portfolio Strategy

New York, NY · On-site

$114K - $143K/yr

Portfolio Strategy_Multi-Asset Portfolio Strategy provides support and coverage of the multi-asset market for the client and organization. Working under moderate supervision, this job coordinates the ...

Blend360

Credit Card Strategist

Minneapolis, MN · On-site

$85K - $98K/yr

Our client, a leading financial services institution, is seeking a Card Portfolio Strategist to support the growth, performance, and optimization of its consumer credit card portfolio. This ...

Blend360

Credit Card Strategist

Minneapolis, MN

$85K - $98K/yr

Our client, a leading financial services institution, is seeking a Card Portfolio Strategist to support the growth, performance, and optimization of its consumer credit card portfolio. This ...

Blend360

Credit Card Strategist

Minneapolis, MN · On-site

$85K - $98K/yr

Our client, a leading financial services institution, is seeking a Card Portfolio Strategist to support the growth, performance, and optimization of its consumer credit card portfolio. This ...

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Portfolio Strategist information

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$45K

$139.9K

$177.5K

How much do portfolio strategist jobs pay per year?

As of Aug 14, 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 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.

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.

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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 93% Full Time, and 7% Contract. Highlights an 66% In-person, 7% Hybrid, and 27% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.

Key Private Bank Senior Portfolio Strategist

KeyBank

Seattle, WA • On-site

Full-time

Re-posted 6 hours ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Location:
1301 5th Avenue, Seattle Washington
Job Summary
The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions, and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals.
Essential Functions
  • Responsible for overall portfolio construction and investment strategy needs of clients.
  • Reviews, monitors, and modifies investment portfolio construction in accordance with client objectives and investment policy, and initiates portfolio construction changes consistent with investment strategy.
  • Maintains deep expertise in financial markets and related areas, including alternative investments and third-party solutions, while also participating in or contributing to various investment meetings and committees.
  • Proactively engages with clients to ensure that our investment advice is fully meeting their needs by communicating changes in their portfolio, new ideas to supplement achievement of their goals, and important market events.
  • Actively engages with the relationship management team in relationship reviews and offers ideas and strategies to actualize client aspirations and further position Key as the client's trusted advisor.
  • Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.).
  • Provides timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical events and/or discussions that occur with the client.
  • Confers with clients' other internal and external advisors to provide advice relating to asset allocation and the execution of overall investment strategy.
  • Responsible for either meeting or exceeding assigned individual growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team growth goals.
  • Contributes to broadening and deepening client relationships to drive new revenue growth in support of individual book or market growth goals.
  • In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.
  • Participates in professional associations to demonstrate professional credibility and expand Center of Influence (COI) relationships.
  • Articulates the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist.
  • Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting.
  • For select relationships, implements investment portfolio changes to execute strategy.
  • Effectively utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, and administrative activities for all client portfolios to centralized teams.
  • Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's degree in business related field (preferred)
  • OR equivalent experience (required)

Work Experience
  • 15 years in the investment management field (preferred)

Licenses and Certifications
  • Professional Designation (preferred)

Skills
  • The ability to build and maintain positive relationships with clients and colleagues, demonstrating empathy, active listening, and effective collaboration.
  • The capability to clearly and effectively convey information, ideas, and advice to clients and team members, both verbally and in writing.
  • The proficiency in delivering engaging and informative presentations to clients, prospective clients, and colleagues, effectively communicating complex financial concepts.
  • Prioritizing the needs and goals of clients by providing personalized and attentive service, ensuring their satisfaction and loyalty.
  • Collaborating with the sales team to provide support in achieving sales goals, including sharing insights, strategies, and resources.
  • Actively participating in sales activities and meetings, contributing to the development and execution of sales strategies to drive revenue growth.
  • Identifying and developing potential leads that meet the criteria for high-value clients, contributing to the growth of the client base.
  • Building and maintaining relationships with Centers of Influence (COIs) to generate referrals and expand the network of potential clients.
  • Demonstrated experience in managing relationships with High Net Worth (HNW) clients, understanding their unique needs and providing tailored investment advice.
  • Proficiency in using an open architecture approach to investment management, allowing for the selection of best-in-class investment solutions from a wide range of providers.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Work Location Category
  • Hybrid (Sales)

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/31/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

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Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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