Investment Strategist
Core
Provide domain expertise to manage Betterment's portfolios and communicate investment offerings to clients and advisors.
Role type
Investment Strategist
Builds
Betterment's investment portfolios and client-facing investment education content
Domain
Financial Services / Wealth Management
Required skills
Financial market analysis, Portfolio allocation management, Fund selection, Client communication, Content creation, Compliance governance
Preferred skills
Retirement industry experience, AI tool usage, Python, Git, FactSet, Bloomberg
Technologies
FactSet, Bloomberg, AI tools, Python, Git
Responsibilities
Lead meetings and webinars with prospects and clients, Research and write content on financial markets and macroeconomy, Maintain portfolio allocations and fund selection, Create portfolio management materials for internal and external audiences, Train sales teams on investment products, Engage third-party asset manager partners, Interface with compliance and legal teams
Seniority
Mid-Senior level (5-8 years experience)
