Vice President, Portfolio Strategy Remote (anywhere in United States) + 2 more

The Company is seeking a Vice President of Portfolio Strategy to lead its investment organization and shape the long-term direction of its investment platform. Responsibilities include overseeing investment processes and portfolios, guiding strategy development, and aligning investment capabilities with market trends, advisor needs, and growth objectives. The role leads and develops the investment team, communicates investment strategies and market perspectives to advisors and other audiences, and partners with distribution and senior leadership. The successful candidate will also monitor market and competitive developments, support governance and internal controls, and ensure investment activities and communications meet applicable compliance requirements. A bachelor’s degree in finance, economics, accounting, business, or a related field is preferred, along with 10–15 years of relevant investment management, portfolio management, research, asset allocation, or strategy experience. Candidates should bring strong investment judgment, experience with multiple investment vehicles, and the ability to lead investment professionals or cross-functional initiatives. Public speaking and investment communications experience, as well as the ability to present recommendations clearly to senior leaders and stakeholders, are preferred. Strong organizational skills and the ability to turn strategic priorities into measurable results in a collaborative, hands-on environment are essential; a CFA designation is preferred.

Hiring Company

Sammons Financial Group Companies