
Head of Investment Advisory Solutions
4 days ago
As a Lead Portfolio Strategist, you will be responsible for designing and implementing comprehensive investment guidance journeys that enhance the client experience. You will work closely with cross-functional teams to launch new tools and features that drive scalability and regulatory compliance.
- Develop and execute holistic portfolio strategies that meet the evolving needs of clients.
- Publish and communicate multi-asset investment views across various channels to boost brand credibility and share of voice.
- Create and deliver engaging advisory content and model portfolios to deepen client engagement and retention.
- Provide data-driven insights to inform portfolio construction and guidance.
Key Responsibilities:
- Define and implement scalable investment guidance solutions.
- Collaborate with Product, Marketing, and Engineering teams to develop and launch new features.
- Design and deliver advisory content that drives client engagement and retention.
- Partner with cross-functional teams to ensure regulatory compliance and scalability.
Requirements:
- Eligibility for MAS License.
- Multi-asset exposure.
- First-hand experience in client-facing roles.
As a valued member of our team, you will enjoy:
- Competitive total compensation package.
- Personalized insurance and comprehensive health coverage.
- Management fee discount on asset management fees.
Flexible Work Arrangements:
- Work-from-home policy.
- Work-from-anywhere policy.
- Unlimited paid annual leave.
Learning and Development Opportunities:
- Annual L&D budget for continuous learning and development.
Team Bonding Budget and Initiatives:
- Quarterly team bonding budget.
- Annual off-sites for company-wide team bonding activities.
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