Well established, Independent Wealth Advisory Firm in Minneapolis, MN seeks an Investment Strategist to provide thoughtful analysis, research, due diligence and portfolio analytics to implement a customized process of portfolio construction and asset allocation for the firms high net worth clientele.
The ideal candidate will think strategically about the capital markets with a desire to constantly improve through the efficient use of best-in class tools and cutting- edge technologies
Ability to guide high net worth families on asset allocation and portfolio construction
Assist advisors in closing business Interfaces with the firms HNW and UHNW clientele on a regular basis
The Firm has a track record of retaining and developing talent. Extensive family office services are provided to select clientele inclusive of philanthropic advisory, personal CFO services, lifestyle management, and guidance on private equity deal flow (20mm-1B+ level clientele)
The Firm has experienced extensive growth, with a solid foundation built upon providing high touch customer service and comprehensive wealth management to high net worth clientele and ultra high net worth clientele
Competitive base salary, performance based bonuses and excellent benefits.
Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.
Sanford Rose Associates is ranked as the 10th Largest U.S. Search Firm by Executive Search Review, demonstrating our ability to deliver the caliber of talent that our clients both require and deserve.
Over the past 60+ years, Sanford Rose Associates has maintained an exclusive network of offices who remain unparalleled in terms of professionalism, performance and service that exceeds our clients’ expectations.