What Investment Strategies Jobs are in the United States?

About the Role Our client, a leading financial institution in Boston, Massachusetts , is seeking a highly skilled and experienced Senior Quantitative Analyst to join their dynamic Investment Strategies team. This role offers a unique opportunity to contribute to the development and implementation of sophisticated financial models that drive investment decisions for a global portfolio. The ideal candidate will possess a strong analytical mindset, exceptional problem-solving abilities, and a deep understanding of financial markets and complex data analysis. This position is based in our Boston office, with a hybrid work arrangement allowing for a flexible balance between in-office collaboration and remote work. You will be part of a forward-thinking team dedicated to innovation and excellence in financial analysis. Key Responsibilities

• Develop, validate, and implement complex quantitative models for asset allocation, risk management, and derivative pricing.
• Analyze large datasets to identify market trends, investment opportunities, and potential risks.
• Collaborate with portfolio managers and traders to translate investment objectives into quantitative strategies.
• Design and conduct back-testing and stress-testing of financial models to ensure robustness and accuracy.
• Communicate complex analytical findings and recommendations clearly to both technical and non-technical stakeholders.
• Stay abreast of the latest advancements in quantitative finance, econometrics, and computational methods.
• Contribute to the improvement of data infrastructure and analytical tools.
• Mentor junior analysts and contribute to the team's knowledge sharing.

Requirements

• Master's or Ph.D. in a quantitative field such as Financial Engineering, Mathematics, Statistics, Physics, or Computer Science.
• Minimum of 5 years of experience in a quantitative finance role, preferably within asset management or investment banking.
• Proficiency in programming languages such as Python, R, or C++, with a focus on numerical computation and statistical analysis.
• Solid understanding of financial derivatives, fixed income, equities, and portfolio theory.
• Experience with machine learning techniques applied to finance is highly desirable.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong communication and interpersonal skills, with the ability to present complex information effectively.
• Experience working with large datasets and database technologies (e.g., SQL) is required.
• Familiarity with risk management frameworks and regulatory requirements.

Benefits

• Competitive annual salary and performance-based bonus structure.
• Comprehensive health, dental, and vision insurance plans.
• Generous paid time off and holidays.
• 401(k) retirement plan with company match.
• Opportunities for professional development and continued learning.
• Access to cutting-edge financial technologies and data resources.
• Collaborative and stimulating work environment in Boston .
• Hybrid work model promoting work-life balance.

Wealth Strategies Advisor
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs. Key responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate.
**Responsibilities:**
+ Leads the wealth planning engagement process with clients from start to finish
+ Works with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information, run analyses, and develop planning solutions based on these analyses
+ Develops holistic, integrated planning strategies for clients with a focus on how Bank of America can help implement those strategies in concert with the clients' advisors where appropriate
+ Expands existing client relationships and assists Advisors in new business opportunities with high- or ultra-high net worth clients and prospects who are interested in wealth planning
+ Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning
+ Stays up-to-date with major developments in trust, estate/wealth transfer and financial planning, while following current and proposed tax legislation and understanding the impact on clients
+ Builds a network with local centers of influence to create a business referral network of clients who would benefit from the bank's services
+ Up to 10% Travel Expected
**Key Qualifications:**
+ Ability to gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.
+ Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions.
+ Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
+ Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
+ Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
+ Word, Excel, and PowerPoint.
+ Various Wealth Strategy stochastic models and planning software such as WealthMaster.
**Desired Qualifications:**
+ Minimum 7 years of planning-related work experience desired
+ JD, CPA, or CFP desired
+ LLM, MST, MBA (or in progress) a plus
**Skills:**
+ Critical Thinking
+ Oral Communications
+ Presentation Skills
+ Wealth Planning
+ Written Communications
+ Active Listening
+ Business Development
+ Collaboration
+ Customer and Client Focus
+ Networking
+ Issue Management
+ Prioritization
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights ( "** poster.
**View the LA County Fair Chance Ordinance ( .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Wealth Strategies Advisor- Private Bank
Los Angeles, California;Chicago, Illinois; San Francisco, California
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for supporting Merrill advisors who are interested in addressing their clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include building relationships with advisors, centers of influence, and internal partners, analyzing estate and financial information, and developing planning strategies. Job expectations include building expertise on financial and estate planning topics such as investments, retirement planning, educational planning, estate, gift, and tax planning, and risk management.
**Responsibilities:**
+ Leads the client wealth planning engagement process, including the new business review and onboarding process for initial and successor trustee appointments and managed agency services
+ Develops holistic, integrated planning strategies implemented in concert with the clients' advisors, where appropriate
+ Expands existing client relationships and acquires new assets to achieve assigned goals for Merrill Lynch Wealth Management, Trust Services referrals and New Trust Sales assets
+ Demonstrates advanced technical knowledge across a broad range of wealth planning topics, such as trust and estate, income and wealth transfer tax, investments, retirement and cash flow modeling, sale of business entities, and philanthropic planning
+ Follows major developments in trust, estate/wealth transfer and financial planning, current and proposed tax legislation and understands the impact on clients
+ Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needs
**Desired Skills:**
+ Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration.
+ Ability to translate and communicate complex concepts and strategies to varied audiences (clients, advisors, attorneys, accountants, internal partners).
+ Proactive and creative approach to problem solving and skill in achieving client goals while adhering to Bank policy/risk profile.
+ Consultative influence skills with strong active listening and discovery abilities.
+ Professional presentation, communication, and relationship management skills and ability to influence decision making
+ Collaborative and able to work well in a team environment.
+ Self-starter with ability to work under pressure with minimal hands-on direction.
**Desired Qualifications:**
+ 5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients).
+ Proven track record of successful sales experience working with high net worth and ultra-high net worth clients.
+ JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred.
**Skills:**
+ Business Development
+ Critical Thinking
+ Oral Communications
+ Presentation Skills
+ Wealth Planning
+ Active Listening
+ Collaboration
+ Customer and Client Focus
+ Pipeline Management
+ Written Communications
+ Adaptability
+ Attention to Detail
+ Issue Management
+ Prioritization
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
_For internal employees; participation in a work from home posture does not make you ineligible to post._
_The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC_
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights ( "** poster.
**View the LA County Fair Chance Ordinance ( .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Millennium is seeking a Quantitative Researcher to join a small, collaborative team in New York. This role involves contributing across the full research lifecycle, including idea generation, signal development, model implementation, and backtesting.

Ideal candidates will have a quantitative degree, strong Python skills, and a minimum of 3 years of experience in quantitative research. The estimated base salary for this position ranges from $150,000 to $200,000, along with a performance bonus and comprehensive benefits.

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MetLife Investment Management Names Chris Aiken Head of Real Estate Equity Strategies Key Takeaways

• Leads MIM's direct property investment platform for the Real Estate Equity Strategies business, overseeing core to opportunistic strategies.
• MIM's real estate portfolio totaled $106.2 billion in assets under management as of March 31, 2026, underscoring platform scale.
• Experienced real estate leader with prior roles at Safanad, BlackRock, Salomon Smith Barney, and degrees from NYU and Morehouse.

MetLife Investment Management (MIM), the institutional asset management business of MetLife, Inc., has announced that Chris Aiken has been appointed head of Real Estate Equity Strategies, effective immediately. He will report to Andrea Drasites, global head of Real Estate and Agricultural Finance.

As head of Real Estate Equity Strategies, Aiken will lead MIM’s direct property investment platform and oversee investing activities on behalf of MetLife’s general account and third-party institutional investors across core, core-plus, build-to-core, value-add and opportunistic strategies.

MIM’s real estate portfolio represented $106.2 billion in assets under management as of March 31, 2026.

Aiken earned an M.S. in Real Estate Finance from New York University and a B.A. in Business Administration from Morehouse College. He is a member and co-chair of the Membership Committee for the Real Estate Executive Council and a member of the Urban Land Institute’s Urban Development Mixed-Use Council.

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YOUR IMPACT

Are you a quick‑thinking self‑starter with a passion for the all facets of personal financial, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full‑service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast‑paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

OUR IMPACT

Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50‑year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

WEALTH STRATEGIES GROUP (WSG)

Goldman Sachs Ayco’s Wealth Strategies group provides risk management solutions in support of advisors and clients across all segments of Goldman’s Wealth Management business. We are on a journey to transform, modernize and scale the business, which currently generates over $1.4B of Life, Annuity and Long‑Term care new business premiums on an annual basis. Our planning focused practice currently has 56 team members operating in 7 wealth management offices across the county.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Educate and support Wealth Advisors and their teams in the planning, design and implementation of sophisticated wealth transfer and tax‑advantaged life insurance strategies. This will include knowledge of diverse insurance policy structures, trust structures such as Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Intentionally Defective Grantor Trusts (IDGTs) and funding strategies including gifting and loans, both intra‑family and third party.
• Knowledge of alternative and complementary non‑insurance planning will be essential to compare and contrast planning opportunities. Experience with Grantor Retained Annuity Trusts, (GRATs), Qualified Personal Residence Trusts (QPRTs), Irrevocable Gift Trusts (IGTs), Family Limited Partnerships (FLPs) and other sophisticated planning techniques allows for a consultative approach to planning.
• Work directly with Wealth Advisor teams in existing and prospective client relationships to identify planning opportunities.
• Conduct client presentations regarding wealth transfer and tax‑advantaged accumulation strategies including recommending suitable implementation.
• Drive Wealth Advisors to prioritize identification, presentation and implementation of suitable planning.
• Liaise between Wealth Advisor Teams and internal Underwriting and Implementation Teams to implement planning including the drafting, review and execution of trusts for trust owned policies. Engage in direct and indirect work with third party estate planning attorneys and institutional trustee services.
• Partner with Product Analysis Team to enhance product and strategy portfolio based on changes in the product landscape, market conditions or applicable tax law.
• Identify new or alternative planning opportunities via understanding changing client dynamics including wealth demographics, client tenure, multi‑generational engagement and building on existing planning.
• Responsible for meeting goals set for your specific Wealth Advisors which contribute to the overall unit goals
• Enhance the client experience through exemplary client service standards
• Demonstrate strong leadership skills, acting as a role model for other associates. Partner with senior management on key initiatives and the growth and development of our team.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor’s degree required
• Advanced degree or designation such as CFP
• Series 7 or Series 6 required
• Life and health insurance license required
• Minimum three years’ experience in life insurance sales is required
• Demonstrated excellent verbal and written communication and presentation skills.
• Direct client facing experience and demonstrated ability to build and foster strong network of relationships.
• Must have demonstrated the ability to be detail‑oriented, self‑motivated and capable of working in a team environment
• Demonstrated ability to multi‑task in a fast‑paced environment.
• Proficiency in Microsoft Office programs (ex. Outlook, Excel and Word)
• Personal commitment to accuracy, attention to detail and meeting tight deadlines

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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Goldman Sachs is seeking a seasoned professional for their Wealth Strategies Group in Newport Beach, California. The ideal candidate will educate Wealth Advisors and implement sophisticated wealth transfer strategies, enhancing the client experience and contributing to unit goals. Strong communication skills and a detail-oriented mindset are crucial.

Qualifications include a Bachelor’s degree, life and health insurance license, and at least three years of experience in life insurance sales. Join our team and be part of a company that values excellence and collaboration.

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Your Impact

Are you a quick-thinking self-starter with a passion for the all facets of personal financial, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals. We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

Our Impact

Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce–leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

Wealth Strategies Group (WSG)

Goldman Sachs Ayco's Wealth Strategies group provides risk management solutions in support of advisors and clients across all segments of Goldman's Wealth Management business. We are on a journey to transform, modernize and scale the business, which currently generates over $1.4B of Life, Annuity and Long-Term care new business premiums on an annual basis. Our planning focused practice currently has 56 team members operating in 7 wealth management offices across the county.

How You Will Fulfill Your Potential

• Educate and support Wealth Advisors and their teams in the planning, design and implementation of sophisticated wealth transfer and tax-advantaged life insurance strategies. This will include knowledge of diverse insurance policy structures, trust structures such as Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Intentionally Defective Grantor Trusts (IDGTs) and funding strategies including gifting and loans, both intra‑family and third party.
• Knowledge of alternative and complementary non‑insurance planning will be essential to compare and contrast planning opportunities. Experience with Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), Irrevocable Gift Trusts (IGTs), Family Limited Partnerships (FLPs) and other sophisticated planning techniques allows for a consultative approach to planning.
• Work directly with Wealth Advisor teams in existing and prospective client relationships to identify planning opportunities.
• Conduct client presentations regarding wealth transfer and tax‑advantaged accumulation strategies including recommending suitable implementation.
• Drive Wealth Advisors to prioritize identification, presentation and implementation of suitable planning.
• Liaise between Wealth Advisor Teams and internal Underwriting and Implementation Teams to implement planning including the drafting, review and execution of trusts for trust owned policies. Engage in direct and indirect work with third party estate planning attorneys and institutional trustee services.
• Partner with Product Analysis Team to enhance product and strategy portfolio based on changes in the product landscape, market conditions or applicable tax law.
• Identify new or alternative planning opportunities via understanding changing client dynamics including wealth demographics, client tenure, multi‑generational engagement and building on existing planning.
• Responsible for meeting goals set for your specific Wealth Advisors which contribute to the overall unit goals.
• Enhance the client experience through exemplary client service standards.
• Demonstrate strong leadership skills, acting as a role model for other associates. Partner with senior management on key initiatives and the growth and development of our team.

Skills & Experience We’re Looking For

• Bachelor's degree required
• Advanced degree or designation such as CFP
• Series 7 or Series 6 required
• Life and health insurance license required
• Minimum three years' experience in life insurance sales is required
• Demonstrated excellent verbal and written communication and presentation skills.
• Direct client facing experience and demonstrated ability to build and foster strong network of relationships.
• Must have demonstrated the ability to be detail-oriented, self‑motivated and capable of working in a team environment.
• Demonstrated ability to multi-task in a fast‑paced environment.
• Proficiency in Microsoft Office programs (ex. Outlook, Excel and Word)
• Personal commitment to accuracy, attention to detail and meeting tight deadlines

About Goldman Sachs

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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Wealth Strategy Specialist – South Region (TX, OK, AK, LA, MS, AL)

Responsibilities

• Represent product distribution at Wirehouse and Independent Broker‑Dealer locations within the South Region.
• Serve as Product Subject Matter Expert for customized portfolios, tax management, and specialized strategies such as Parametric Equity and Income SMAs, Derivatives, EV Exchange Funds, and EV Charitable solutions.
• Identify client needs and coordinate efforts to service assigned advisors.
• Provide technical and sales support and partner with Eaton Vance wholesalers in the territory.
• Meet with advisors and their largest clients, demonstrating proficiency and consultative expertise.
• Conduct strategy training meetings at branch and regional levels for advisors and regional management of partner firms.
• Work with an Internal Specialist to fulfill the territory business plan.
• Understand and follow Strategy Specialist guidelines.

Requirements

• Bachelor’s degree or equivalent.
• Minimum 10 years of financial services experience, with 5 years of sales experience preferred.
• Strong technical background and familiarity with advanced investment strategies for high‑net‑worth clients.
• FINRA Series7,63 or66 required.
• Additional investment designations such as CFP and CAIA strongly preferred.
• Highly motivated, self‑starter with proven leadership skills.
• Ability to work independently, achieving measurable results in a fast‑paced, challenging environment.
• Proficiency in communicating esoteric and complex strategies.
• Ability to drive results, positively influence, and leverage relationships.
• Willingness to collaborate with other EV wholesalers or specialists when requested.
• Capacity to handle a consistently active rotation and frequent travel schedule.
• Strong communication and presentation skills.
• Comfortable with technology.
• Operates with a strong sense of ethics and integrity in interactions and decision‑making.

Who you are

• Takes accountability and ownership in your work with a focus on long‑term value creation.
• Demonstrates honesty, transparency and accountability within teams.
• Collaborates across teams to deliver optimal solutions for clients.
• Shows a passion for innovation and a continuous‑improvement mindset to drive excellence.
• Respects individual differences and embraces diverse perspectives.
• Engages in community service, volunteering, or corporate citizenship initiatives.
• Commits to mentoring and supporting the professional growth of others.

Compensation

Expected base pay rates for the role will be between $125,000 and $300,000 per year at the commencement of employment. Base pay will be determined individually and is only part of the total compensation package, which may also include commissions, incentive compensation, discretionary bonuses, short‑term and long‑term incentive programs, and other Morgan Stanley‑sponsored benefit programs.

Equal Opportunity Employer

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse. Our recruiting efforts reflect our commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit:

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