5+ years in portfolio consulting, wealth management, or investment support roles
Strong knowledge of public/private markets and portfolio construction
Experience with tax-aware transitions and working with trading teams
Ability to explain complex investment concepts clearly
Consultative and service-oriented with a focus on building trust
Independent worker who takes initiative
Familiarity with AI tools for data gathering and workflow automation
Series 65 required or equivalent professional designation
Responsibilities
Serve as the primary investment resource for Savvy advisors, explaining SWIM's philosophy and answering queries
Conduct advisor book reviews to identify opportunities for SWIM solutions
Build proposals and portfolio analyses to assist advisors in client discussions
Join client meetings as the investment expert, providing market insights
Translate investment strategies into advisor-friendly language and create educational materials
Present SWIM strategies at training sessions and firm events
Oversee implementation for enrolled accounts, ensuring accurate and timely investment
Utilize AI and internal tools to enhance proposal generation and portfolio reviews
Collaborate with cross-functional teams to improve advisor support and execution
Gather advisor feedback to refine SWIM offerings and growth strategy
Benefits
Competitive salary and equity package
Generous relocation package for NYC office
Unlimited PTO plus paid company holidays
Comprehensive medical, dental, and vision plans
401(k) with Mega backdoor Roth options, Commuter, and HSA/FSA plans
Office located in Union Square, NYC
Lunch and snacks provided, with dinner for late stays
Access to virtual mental health care and health concierge services
Counseling services for various personal and professional issues
Benefits available to full-time employees
Full Job Description
The Role:
Savvy is building the modern wealth platform for financial advisors, and SWIM (Savvy Wealth Investment Management) is how we give those advisors institutional-quality investment solutions: total-portfolio models, direct indexing, concentrated stock solutions, alternatives, and more. As a Portfolio Strategist, you'll be the bridge between the SWIM team and our advisors, their clients, and their prospects: the person advisors call to understand a strategy, pressure-test an allocation, or turn a client conversation into a proposal, and the investment expert they bring into client and prospect meetings. You'll dig into advisor books to find where SWIM can make a real difference for clients, build the proposals that make the case, and see each enrollment through to implementation so clients are invested quickly and correctly. Because we're a technology company at heart, you'll do it with AI and automation at the center, building the workflows that let one strategist deliver coverage that takes a whole team at a legacy firm. If you've been an investment strategist or portfolio manager at an RIA, a portfolio consultant at a wirehouse, or a client portfolio manager at an asset manager and want to build something with a direct line to growth, this is the seat.
Responsibilities:
Serve as the go-to SWIM investment resource for Savvy advisors: explain SWIM's investment philosophy, process, and platform, answer questions, pressure-test allocations, and build trust in SWIM's investment approach
Conduct advisor book reviews to find households and accounts where SWIM solutions may improve client outcomes and drive enrollments
Build proposals and portfolio analyses (current vs. proposed allocation, asset location, vehicle selection, tax impact, risk, cost) that help advisors make the case to clients
Join advisors in client and prospect meetings as the SWIM investment subject-matter expert, including commentary on markets and portfolio positioning
Translate SWIM's investment views, portfolio positioning, and product capabilities into clear, advisor-friendly language, and work with the SWIM investment team and Marketing to create and maintain educational materials
Present SWIM strategies and positioning to advisor groups in training sessions and at firm events
Own implementation for enrolled accounts: build tax-aware transition plans, prepare trades and model assignments, and partner with SWIM trading and operations to get accounts fully invested quickly and accurately
Use AI and internal tools to identify opportunities, scale portfolio reviews, and speed up proposal generation
Partner with Engineering, Product, and Design (EPD), Marketing, and Advisor Success to improve advisor support, tooling, and execution
Bring advisor feedback back to SWIM leadership to refine offerings, messaging, and growth strategy
Must Have:
You have 5+ years of experience in portfolio consulting, wealth management, asset management, investment operations, or advisor-facing investment support, in roles such as an investment strategist or portfolio manager at an RIA, a portfolio consultant at a wirehouse, or a client portfolio manager at an asset manager
You have a strong command of public and private markets, portfolio construction, asset location, model portfolios, ETFs, direct indexing, and options, and you understand how advisors actually run their practices
You've taken accounts from proposal to implementation: you understand tax-aware transitions (lot selection, gain budgeting, wash-sale rules), and you've worked closely with trading or operations teams
You explain complex investment concepts and market conditions clearly and commercially, one-on-one and to groups, and you're comfortable helping advisors reach a well-informed decision
You thrive in a consultative, service-oriented role and build trust quickly with advisors, their clients, and their prospects
You work independently, take initiative, and make sound recommendations when information is incomplete
You have experience using AI tools to gather data, automate workflows, and produce takeaways
Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)
Nice to Have:
CFA, CFP®, or CIMA designation (or progress toward one)
Hands-on experience with a rebalancing or trading platform (e.g., Orion Eclipse or Tamarac) and major custodian platforms (e.g., Fidelity, Schwab, Goldman Sachs, Pershing)
Experience implementing direct indexing or tax-managed SMAs, concentrated stock strategies, or alternatives in a wealth management context
Familiarity with portfolio analytics and proposal tools (e.g., Orion, Morningstar, YCharts)
Experience at a growth-stage fintech or RIA
Benefits:
Competitive salary and equity package
We offer a generous relocation package to help top talent make the move to our NYC office
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
