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Investment Strategist

Orion Advisor Technology

Orion Advisor Technology

Philadelphia, PA, USA
Posted on Thursday, July 13, 2023

About this Opportunity:

As an Investment Strategist on the Wealth Advisory Team, you will collaborate with the portfolio consultant and portfolio management team to develop investment strategy, product selection and asset allocation recommendations as well as facilitate the analysis of prospective client holdings. The Investment Strategist will assist the portfolio management team by communicating with financial advisors and their clients as needed and by providing ongoing support on investment-related activities. The Investment Strategist will also provide guidance to the internal sales team for non-Wealth Advisory cases in which advice on asset allocation and portfolio construction is needed. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you’ll get to:

  • Review and understand risk tolerances and goals of prospective clients to make appropriate product and asset allocation recommendations

  • Assist in investment management of client portfolios as directed by portfolio management team

  • Generate proposals based on recommendations for tailored investment portfolios to be presented to advisors and/or prospective clients

  • Review client allocations for consistency with objectives and make rebalance recommendations as necessary

  • Create portfolio analytics to support allocation recommendations for new/existing Wealth Advisory clients

  • Have a thorough understanding of investment managers and strategies available to advisors and their clients that have been evaluated by Brinker Capital’s investment team; Additionally, be able to articulate Brinker’s due diligence process for selecting these investment products and fit within client portfolio

  • Maintain knowledge of services available to Wealth Advisory clients and advisors-based client needs; this includes Banking & Lending, Philanthropic, Business Valuation, and Wealth Planning services

  • Comprehend investment strategic positioning and be able to articulate this to advisors and/or clients

We’re looking for talent who:

  • Has a minimum 3 years of investment industry experience

  • Has previous experience in asset allocation, portfolio management and investment manager due diligence preferred

  • Possess analytical and quantitative skills

  • Has a Bachelors degree

  • Current Series 7 and 66 (or 63 and 65) required or the ability to obtain within 90 days after hire

  • Current CFA preferred or the ability to obtain after hire

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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Salary Range:

$67,253.00 - $100,147.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.