**Investment Strategist**
The Investment Strategist offers expert guidance, portfolio development, and analytical assistance to regional advisor teams and affluent clients. Acting as the local liaison for the investment department, this role ensures that clients receive insightful and professional perspectives on investment strategies and methodologies. Candidates should possess a minimum of 10 years of experience in client-facing wealth management and hold a Series 65 license. An MBA or CFA designation is viewed favorably for eligible applicants.
