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Investment Solutions & Client Portfolio Strategist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-09-06
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Communicate Insight in Boston is seeking an experienced client-facing marketing/product specialist to articulate our investment philosophy and product offerings, including mutual funds, ETFs, and CITs. You will collaborate with distribution and investment teams to position our products against competitors and drive new business.
Ideal candidates will have 8–10 years in a client-facing role, strong investment acumen, and the ability to explain complex ideas clearly.
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