Strategic Investment Lead -Touch Portfolios
Listed on 2026-10-10
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Finance & Banking
Portfolio & Asset Management, Wealth Management
OnePoint BFG Wealth Partners is seeking an Investment Strategist to serve as the central investment lead for a large, high-touch advisory practice. The role reports to the Chief Investment Platform Officer and translates sophisticated investment concepts into actionable guidance for clients and advisors.
The successful candidate will leverage portfolio management expertise and rigorous market research to influence client outcomes, collaborating across investments, advisory, wealth planning, and
This role, Strategic Investment Lead for High-Touch Portfolios at CFA Institute, could be your next career step.
The position is based in Parsippany-Troy Hills, NJ, United States.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 120..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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