Portfolio Strategist

Savvy Wealth

. Serve as the go-to SWIM investment resource for Savvy advisors .

Posted 11/11/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $165,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio consulting and wealth management, with a strong command of public and private markets, portfolio construction, and tax-aware transitions. Capable of translating complex investment concepts into advisor-friendly language while collaborating effectively with cross-functional teams.

Highest-signal resume keywords

Portfolio ConsultingWealth ManagementTax-Aware TransitionsInvestment OperationsSeries 65

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ConstructionAsset LocationModel PortfoliosDirect IndexingOptionsRebalancingTrading PlatformsProposal GenerationMarket CommentaryRisk Analysis

Soft Skills

Consultative ApproachClear CommunicationIndependent WorkInitiativeTrust Building

Tools & Technologies

Orion EclipseTamaracFidelitySchwabGoldman SachsPershingOrionMorningstarYChartsAI Tools

Certifications & Qualifications

Series 65CFACFPCIMA

Industry Keywords

Investment PhilosophyAdvisor SupportClient MeetingsPortfolio AnalyticsGrowth-Stage FintechRIAHousehold ReviewsAdvisor FeedbackMarket ConditionsProposal Analysis

About the role

Key responsibilities & impact

Serve as the go-to SWIM investment resource for Savvy advisors
Explain SWIM’s investment philosophy, process, and platform and answer advisor questions
Pressure-test allocations and build trust in SWIM’s investment approach
Conduct advisor book reviews to identify households and accounts where SWIM solutions may improve outcomes and drive enrollments
Build proposals and portfolio analyses covering current versus proposed allocation, asset location, vehicle selection, tax impact, risk, and cost
Join advisors in client and prospect meetings as the SWIM investment subject-matter expert
Provide commentary on markets and portfolio positioning
Translate SWIM investment views, portfolio positioning, and product capabilities into clear advisor-friendly language
Collaborate with SWIM Investment and Marketing teams to create and maintain educational materials
Present SWIM strategies and positioning to advisor groups in training sessions and firm events
Own implementation for enrolled accounts, including tax-aware transition plans, trades, and model assignments
Partner with SWIM trading and operations to invest accounts quickly and accurately
Use AI and internal tools to identify opportunities, scale portfolio reviews, and accelerate proposal generation
Partner with Engineering, Product, Design, Marketing, and Advisor Success to improve support, tooling, and execution
Bring advisor feedback to SWIM leadership to refine offerings, messaging, and growth strategy

Requirements

What you’ll need

5+ years of experience in portfolio consulting, wealth management, asset management, investment operations, or advisor-facing investment support
Strong command of public and private markets, portfolio construction, asset location, model portfolios, ETFs, direct indexing, and options
Experience taking accounts from proposal to implementation
Knowledge of tax-aware transitions, including lot selection, gain budgeting, and wash-sale rules
Experience working closely with trading or operations teams
Ability to explain complex investment concepts and market conditions clearly and commercially, one-on-one and to groups
Consultative, service-oriented approach with advisors, clients, and prospects
Ability to work independently, take initiative, and make sound recommendations with incomplete information
Experience using AI tools to gather data, automate workflows, and produce takeaways
Series 65 required unless exempt through another professional designation such as CFA or CFP
CFA, CFP®, or CIMA designation, or progress toward one (nice to have)
Hands-on experience with rebalancing or trading platforms such as Orion Eclipse or Tamarac and major custodian platforms such as Fidelity, Schwab, Goldman Sachs, or Pershing (nice to have)
Experience implementing direct indexing, tax-managed SMAs, concentrated stock strategies, or alternatives in wealth management (nice to have)
Familiarity with portfolio analytics and proposal tools such as Orion, Morningstar, or YCharts (nice to have)
Experience at a growth-stage fintech or RIA (nice to have)
Ability to work a 4-day-per-week in-office schedule in Manhattan
Must be based in New York or willing to relocate to New York
Must answer U.S. work authorization and sponsorship questions

Benefits

Comp & perks

Competitive salary and equity package
Generous relocation package to help top talent move to the NYC office
Unlimited PTO
Paid company holidays
Holistic medical, dental, and vision plans
Company 401(k), including Mega backdoor Roth options
Commuter plans
HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, and dinner if staying late
Virtual mental health care through Spring Health
Health concierge through Rightway
Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP