Responsibilities

Savvy is building the modern wealth platform for financial advisors, and SWIM (Savvy Wealth Investment Management) is how we give those advisors institutional-quality investment solutions: total-portfolio models, direct indexing, concentrated stock solutions, alternatives, and more. As a Portfolio Strategist, you’ll be the bridge between the SWIM team and our advisors, their clients, and their prospects: the person advisors call to understand a strategy, pressure-test an allocation, or turn a client conversation into a proposal, and the investment expert they bring into client and prospect meetings. You’ll dig into advisor books to find where SWIM can make a real difference for clients, build the proposals that make the case, and see each enrollment through to implementation so clients are invested quickly and correctly. Because we’re a technology company at heart, you’ll do it with AI and automation at the center, building the workflows that let one strategist deliver coverage that takes a whole team at a legacy firm. If you’ve been an investment strategist or portfolio manager at an RIA, a portfolio consultant at a wirehouse, or a client portfolio manager at an asset manager and want to build something with a direct line to growth, this is the seat.
Serve as the go-to SWIM investment resource for Savvy advisors: explain SWIM’s investment philosophy, process, and platform, answer questions, pressure-test allocations, and build trust in SWIM’s investment approach
Conduct advisor book reviews to find households and accounts where SWIM solutions may improve client outcomes and drive enrollments
Build proposals and portfolio analyses (current vs. proposed allocation, asset location, vehicle selection, tax impact, risk, cost) that help advisors make the case to clients
Join advisors in client and prospect meetings as the SWIM investment subject-matter expert, including commentary on markets and portfolio positioning
Translate SWIM’s investment views, portfolio positioning, and product capabilities into clear, advisor-friendly language, and work with the SWIM investment team and Marketing to create and maintain educational materials
Present SWIM strategies and positioning to advisor groups in training sessions and at firm events
Own implementation for enrolled accounts: build tax-aware transition plans, prepare trades and model assignments, and partner with SWIM trading and operations to get accounts fully invested quickly and accurately
Use AI and internal tools to identify opportunities, scale portfolio reviews, and speed up proposal generation
Partner with Engineering, Product, and Design (EPD), Marketing, and Advisor Success to improve advisor support, tooling, and execution
Bring advisor feedback back to SWIM leadership to refine offerings, messaging, and growth strategy

Portfolio Strategist at Savvy · LumiJobs

Portfolio Strategist

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Savvy

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