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UHNW Investment Strategy Lead

Job in Danville, Montour County, Pennsylvania, 17822, USA
Listing for: SEI Investments Company
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A prominent asset management firm is seeking a Senior Investment Strategist to join their Client Advice Team in Pennsylvania. This role involves developing investment strategies for ultra-high-net-worth clients, conducting portfolio assessments, and ensuring regulatory compliance. Ideal candidates will have a BA/BS degree, CFA certification, and a minimum of 10 years in the financial industry. The position offers a hybrid working environment and a comprehensive benefits package, fostering a supportive and collaborative workplace.
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