Investment Strategy Jobs

Experienced financial planner needed to lead holistic, fee-based retirement planning for members 55+, using Facet's AI-enabled platform to deliver high-volume, high-impact virtual advice.

Lead and scale Bartlett’s Family Office Services as a senior specialist advising UHNW, multigenerational families on governance, investments, philanthropy, and coordinated advisory solutions.

Experienced institutional client service professional needed to manage endowment, nonprofit, corporate and trust portfolios and help grow a key institutional business segment at a well-established, employee-owned firm.

NIQ seeks an Associate Director, Strategy & Corporate Development to lead M&A execution and strategic growth initiatives across the business while partnering with senior leaders and cross-functional teams.

Raspberry AI is seeking a Strategic Finance leader to build FP&A, pricing, and revenue operations at a critical post-Series A growth stage.

Brightstar.AI seeks a research-driven Head of AI Think Tank to lead strategic AI intelligence, translating frontier research and market trends into actionable investment and value-creation guidance.

Experienced wealth-planning professional needed to lead a team at Mariner, delivering tailored financial strategies and mentoring associates while expanding relationships with high-net-worth clients.