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Senior Investment Strategist & Client Growth Lead
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Jobtailor is seeking a senior investment consultant to join a consulting team serving institutional clients. The role emphasizes developing client work plans, overseeing asset allocation, manager structure, selection and monitoring, and delivering best‑in‑class investment work.
Candidates should have 12–20+ years in investment consulting, with CFA/CAIA designations preferred. Strong communication, teamwork, and relationship-building skills are essential for success in this client‑facing,
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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