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Senior SMA & Model Portfolio Strategist
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-06-25
Listing for:
CFA Institute
Full Time
position Listed on 2026-06-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
CFA Institute is searching for an experienced investment professional to drive asset growth and SMA adoption. Candidates must possess strong asset management expertise and knowledge of advisor distribution channels.
The ideal candidate has 5–10+ years of relevant experience, a Bachelor’s degree, and proven investment presentation skills. The role offers a base salary between $140,000 and $150,000, with additional benefits including a potential annual bonus, hybrid work model, and corporate wellness programs.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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