Investment Strategist Jobs
Investment Strategist jobs are open across asset management, banking, insurance, and corporate finance, from junior analyst to managing director, with specializations in portfolio strategy, macroeconomic research, and institutional asset allocation. Find a role that fits below and apply directly.
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About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
As a Senior Manager, Portfolio Investment Strategist, you will help shape wealth management investment strategies for high-net-worth with more than $10 million in investable assets. Working closely with advisors, corporate investment specialists, financial planning consultants, and analysts, you will support the development and implementation of sophisticated investment solutions while helping deliver a high-quality advisor and client experience. This highly visible, research- and sales-driven role offers the opportunity to collaborate across the enterprise and contribute to strategic initiatives serving the high-net-worth market.Responsibilities
- Collaborate with advisors, corporate investment specialists, financial planning consultants, and analysts to assess client needs, develop investment planning strategies, and deliver recommendations to advisors and high-net-worth clients.
- Prepare investment strategy materials and participate in meetings with advisors and clients to support the presentation and implementation of recommendations.
- Lead and support projects focused on the high-net-worth segment and business initiatives.
- Partner with business analysts to help ensure investment planning data is accurately reflected within firm planning systems.
- Develop integrated wealth management solutions by collaborating with sales teams, advanced advice specialists, insurance and annuity partners, banking and cash solutions teams, and trust banking professionals.
- Support marketing and business development efforts designed to build awareness of high net worth planning and expand the planning pipeline.
- Coordinate with team members to prioritize casework, manage workflow, and support efficient progression of opportunities through the pipeline.
Qualifications
- Bachelor’s degree and 7+ years of financial services experience working with the high-net-worth market segment, including experience assessing client needs, identifying suitable strategies, and making actionable recommendations.
- Demonstrated understanding of financial planning concepts, including legacy and estate planning, retirement planning, business planning, and tax planning strategies.
- Knowledge of advanced investment strategies and wealth management solutions, including capital markets, managed accounts, and alternative investment products.
- Active Series 7 registration.
- Active State Securities Agent registration (Series 63 or Series 66), or ability to obtain within 120 days, and Active State Investment Adviser Representative registration (Series 65 or Series 66), or ability to obtain within 120 days.
- Strong proficiency with Microsoft PowerPoint, Excel, and Word, Thomson One, and Morningstar Direct.
- Proven ability to manage and prioritize multiple client cases in a fast-paced environment.
- Strong written and verbal communication skills.
- Master’s degree and/or professional certifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) are valued.
U.S. Work Authorization & Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
Remote Work
This position is eligible for remote work if you are not located within 50 miles of the Minneapolis office. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: Any US location.
Base Pay Salary
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
As a Senior Manager, Portfolio Investment Strategist, you will help shape wealth management investment strategies for high-net-worth with more than $10 million in investable assets. Working closely with advisors, corporate investment specialists, financial planning consultants, and analysts, you will support the development and implementation of sophisticated investment solutions while helping deliver a high-quality advisor and client experience. This highly visible, research- and sales-driven role offers the opportunity to collaborate across the enterprise and contribute to strategic initiatives serving the high-net-worth market.Responsibilities
- Collaborate with advisors, corporate investment specialists, financial planning consultants, and analysts to assess client needs, develop investment planning strategies, and deliver recommendations to advisors and high-net-worth clients.
- Prepare investment strategy materials and participate in meetings with advisors and clients to support the presentation and implementation of recommendations.
- Lead and support projects focused on the high-net-worth segment and business initiatives.
- Partner with business analysts to help ensure investment planning data is accurately reflected within firm planning systems.
- Develop integrated wealth management solutions by collaborating with sales teams, advanced advice specialists, insurance and annuity partners, banking and cash solutions teams, and trust banking professionals.
- Support marketing and business development efforts designed to build awareness of high net worth planning and expand the planning pipeline.
- Coordinate with team members to prioritize casework, manage workflow, and support efficient progression of opportunities through the pipeline.
Qualifications
- Bachelor’s degree and 7+ years of financial services experience working with the high-net-worth market segment, including experience assessing client needs, identifying suitable strategies, and making actionable recommendations.
- Demonstrated understanding of financial planning concepts, including legacy and estate planning, retirement planning, business planning, and tax planning strategies.
- Knowledge of advanced investment strategies and wealth management solutions, including capital markets, managed accounts, and alternative investment products.
- Active Series 7 registration.
- Active State Securities Agent registration (Series 63 or Series 66), or ability to obtain within 120 days, and Active State Investment Adviser Representative registration (Series 65 or Series 66), or ability to obtain within 120 days.
- Strong proficiency with Microsoft PowerPoint, Excel, and Word, Thomson One, and Morningstar Direct.
- Proven ability to manage and prioritize multiple client cases in a fast-paced environment.
- Strong written and verbal communication skills.
- Master’s degree and/or professional certifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) are valued.
U.S. Work Authorization & Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
Remote Work
This position is eligible for remote work if you are not located within 50 miles of the Minneapolis office. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: Any US location.
Base Pay Salary
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Investment Strategist Jobs by Experience Level
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Find Investment Strategist JobsInvestment Strategist Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in investment strategist jobs.
- Bachelor's or master's degree in finance, economics, or a related quantitative field
- CFA designation or active candidacy strongly preferred across most postings
- Three or more years of experience in investment research, portfolio management, or related roles
- Proficiency in financial modeling, Bloomberg, and Excel-based portfolio analytics tools
- Demonstrated ability to construct and present investment theses to institutional or retail clients
- Experience with macroeconomic analysis, asset allocation frameworks, or multi-asset strategy
Tips for Your Investment Strategist Job Search
Quantify your portfolio impact on your resume
Generic phrases like 'managed investments' won't stand out. Tie every bullet to a measurable outcome: a return generated, an allocation shift you recommended, or an asset class you covered. Hiring managers at asset managers and banks scan for concrete impact, not responsibilities.
Tailor your CFA progress to each listing
If you're a CFA candidate, note exactly which level you've passed and your expected exam date. Some employers require charterholder status while others actively hire Level II candidates, so matching your credential stage to the posting saves both sides time and signals you read the job description.
Apply early to roles that fit
Migrate Mate lists investment strategist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target niche sub-sectors where your thesis fits
An investment strategist who covers fixed income at a regional bank applies differently than one who covers equities at a large insurer. Identify two or three sub-sectors where your research experience maps directly to the firm's mandate, then search within those rather than applying everywhere.
Prepare a sample investment thesis before interviews
Most investment strategist interviews include a live pitch or written case. Prepare a one-page thesis on a sector or security you know well before your first screen. Firms want to see your reasoning process and how you structure a recommendation under real constraints, not just your familiarity with valuation mechanics.
Negotiate total compensation, not just base salary
At most firms hiring investment strategists, a meaningful portion of total pay is discretionary bonus tied to firm performance or fund returns. When an offer comes through, ask specifically about the bonus structure, the payout timeline, and any carried interest provisions so you can compare offers accurately.
Investment Strategist Jobs: Frequently Asked Questions
Which companies are hiring the most investment strategists?
The companies hiring the most investment strategists right now include RBC, Dimensional Fund Advisors, and State Street, with the largest share of openings in New York, Texas, and Minnesota, based on current listings on Migrate Mate as of November 2026. Demand is concentrated at large asset managers, insurance companies, and bulge-bracket banks with dedicated strategy or multi-asset teams.
How many investment strategist jobs are remote?
About 90% of investment strategist openings are fully remote or hybrid as of November 2026, with client-facing and institutional roles more likely to require in-office presence. Research-heavy and macro strategy positions, particularly at smaller boutique firms or independent advisory shops, tend to offer the most remote flexibility.
How do you become an investment strategist?
Start with a degree in finance, economics, or a quantitative discipline, then build analytical experience in investment research, asset management, or a related field. Earning or pursuing the CFA credential significantly strengthens your candidacy. Most investment strategists move into the role after several years as research analysts or portfolio associates, developing a specialization in a specific asset class or sector before stepping into a strategy-focused position.
Can you get hired as an investment strategist with little experience?
Entry-level investment strategist roles do exist, typically framed as junior strategist or strategy analyst positions at larger firms with structured training programs. Without direct experience, a strong academic background in a quantitative field, an active CFA candidacy, and a well-constructed writing sample or investment thesis can help you compete. Some candidates transition in from sell-side research roles, where the analytical skills transfer directly even if the title differs.
What does the investment strategist interview process look like?
Most investment strategist interviews include an initial screen with HR or a recruiter, followed by a technical round focused on market knowledge, portfolio construction, and your analytical approach to a given asset class. A stock pitch, written investment thesis, or case study is common at the second or third stage. Final rounds typically involve senior members of the investment team and assess how you communicate recommendations and defend your reasoning under pressure.
Where can I find and apply to investment strategist jobs?
You can find and apply to investment strategist jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience level and specialization, then apply directly to each listing from the page.
See All 22 Investment Strategist Jobs
Find roles that match your experience and apply in just a few clicks.
Find Investment Strategist Jobs