Sr. Investment Strategist; RIA

Graystone Group is exclusively partnered with a highly regarded, client-centric wealth management firm on their efforts to bring on a Senior Investment Strategist for its investment and advisory team.

This is a high-impact role designed for a disciplined investment professional who combines rigorous analytical thinking with practical, real-world portfolio execution. The position combines investment research, portfolio construction, trading, and financial planning support, with direct involvement in investment committee discussions and select client engagements.

This opportunity is ideal for someone who is intellectually curious, detail-oriented, and motivated by delivering thoughtful, high-quality outcomes for clients.

• Conduct ongoing market and economic research across asset classes.
• Develop and present investment positioning recommendations.
• Prepare internal research summaries and market commentary.
• Identify portfolio risks, trends, and opportunities.

• Prepare analysis and materials for investment committee meetings.
• Present research findings and strategic recommendations.
• Participate in structured investment discussions and decision-making.
• Document investment decisions and supporting rationale.
• Design and maintain client portfolio allocations aligned with firm philosophy and client objectives.
• Translate financial planning outputs into asset allocation strategies.
• Monitor portfolios for drift, concentration risk, and allocation misalignment.
• Recommend adjustments based on client needs or strategic changes.

• Execute trades in accordance with firm models and client guidelines.
• Manage rebalancing, portfolio transitions, and cash flows.
• Coordinate with custodians and operations teams.
• Develop and update comprehensive financial plans.
• Model retirement projections, distribution strategies, and scenario analysis.
• Partner with advisors to align planning recommendations with portfolio strategy.

• Participate in client meetings to explain portfolio positioning and recommendations.
• Communicate market developments and strategy updates clearly and professionally.

• 5–10+ years of experience in investment research, portfolio management, financial planning, or a similar role within an RIA or wealth management firm.
• Strong understanding of asset allocation, portfolio construction, and capital markets.
• Experience executing trades and managing rebalancing workflows.
• Excellent analytical, organizational, and communication skills.
• Detail-oriented and comfortable working in a regulated environment.

• Experience with in an SEC-registered RIA.
• Familiarity with tax-aware investment strategies.
• Experience with platforms such as Tamarac, eMoney, Nitrogen, or similar tools.