Portfolio Strategist

The role

You will be the investment expert advisors and their clients rely on for SWIM strategies. You will review advisor books, build proposals, and manage implementation of enrolled accounts, using AI and automation to scale the work.

What you will do

• Serve as the go-to SWIM investment resource for Savvy advisors and explain SWIM's philosophy, process and platform
• Conduct advisor book reviews to find households and accounts where SWIM solutions may improve outcomes
• Build proposals and portfolio analyses covering allocation, asset location, vehicle selection, tax impact, risk and cost
• Join advisors in client and prospect meetings as the SWIM investment expert
• Translate SWIM's investment views and product capabilities into advisor-friendly language and educational materials
• Present SWIM strategies to advisor groups in training sessions and firm events
• Own implementation for enrolled accounts, including tax-aware transition plans and trade preparation with SWIM trading and operations
• Use AI and internal tools to identify opportunities, scale portfolio reviews and speed up proposals
• Partner with Engineering, Product, Design, Marketing and Advisor Success to improve advisor support and execution
• Bring advisor feedback back to SWIM leadership to refine offerings and messaging

Required qualifications

• 5+ years in portfolio consulting, wealth management, asset management, investment operations or advisor-facing investment support
• Strong command of public and private markets, portfolio construction, asset location, model portfolios, ETFs, direct indexing and options
• Experience taking accounts from proposal to implementation, including tax-aware transitions and lot selection, gain budgeting and wash-sale rules
• Ability to explain complex investment concepts clearly one-on-one and to groups
• Consultative, service-oriented approach that builds trust quickly
• Works independently, takes initiative and makes sound recommendations with incomplete information
• Experience using AI tools to gather data, automate workflows and produce takeaways
• Series 65 required, unless exempt due to another professional designation such as CFA or CFP

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
• Experience implementing direct indexing, tax-managed SMAs, concentrated stock strategies or alternatives in wealth management
• 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
• Generous relocation package for the NYC office
• Unlimited PTO and paid company holidays
• Holistic medical, dental and vision plans
• Company 401(k) with Mega backdoor Roth options, commuter, and HSA/FSA plans
• Lunch and snacks in the office, and dinner if you stay late
• Virtual mental health care (Spring Health) and health concierge (Rightway)
• Guardian WorkLifeMatters EAP for counseling and legal, financial, nutrition and fitness support

Before you apply

• Series 65 is required unless you hold an exempting professional designation such as CFA or CFP

About the company

Savvy is a registered investment advisor that gives independent financial advisors a modern, AI-native platform, investment management team and client services. The company has 170+ people and was ranked the No. 1 fastest-growing financial services company in America by Inc. in 2026.