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Senior UHNW Private Wealth Investment Strategist
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2026-03-12
Listing for:
SEI
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading asset management firm is seeking a Senior Investment Strategist to support its Private Wealth Management business. This role involves creating tailored investment strategies and working closely with ultra-high-net-worth clients. The ideal candidate will have at least 10 years of investment experience and a CFA certification, demonstrating strong communication skills and a knack for explaining complex strategies simply. SEI offers a range of competitive benefits including healthcare, a strong retirement plan, and a hybrid work environment.
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Position Requirements
10+ Years
work experience
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