Investment Strategy Specialist

The Role

As an Investment Strategy Specialist on the Investment Strategy team, you will play a crucial role in supporting our financial advisors with their investment needs. You'll work at the intersection of trading, product development, customer service and investment strategy helping to support our advisors and their clients investment goals. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management.

Your Impact

• Assist with model implementation for complex scenarios
• Review and formulate solutions for complicated trading situations
• Gather and proactively provide product feedback to improve our technology
• Provide strategic guidance on investment selection with support from senior team members.
• Identify areas for improvement within our processes and solution the change.
• Support advisors in utilization of the Farther tools such as proposals and trading features.
• Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes.

The Ideal Match

• CFA (or equivalent) designation or in progress of obtaining a CFA or equivalent
• Bachelor's degree in Finance, Economics, Business, or related field
• 3-5 years of experience in trading or directly with investments; 5-7 years of experience overall
• Strong analytical and quantitative skills
• Excellent attention to detail and organizational abilities
• Outstanding written and verbal communication skills
• Ability to manage multiple projects while maintaining accuracy and meeting deadlines
• Team player mentality with a client-first approach

Bonus Points

• Experience working directly with clients
• Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing)
• Series 65 license (or equivalent active 66) or ability to obtain within 90 days

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!