JOB SUMMARY:
The Investment Strategist serves as a product and investment expert across the firm, supporting advisor teams. This role collaborates closely with partners such as the Dynasty Investment Team and SageSpring Advisor Success to promote understanding, and champion SageSpring’ s multi-sector investment platform. enabling consistent investment messaging and expanding our market presence with a focus on multi-sector, alternatives, and private market investments.
JOB DUTIES AND RESPONSIBILITIES:
Advisor Enablement & Investment Support
- Serve as a primary internal investment resource for advisors, providing day-to-day support on model portfolios, portfolio construction, implementation, and client positioning.
- Help advisors confidently implement firm-approved investment solutions aligned with SageSpring’ s planning-first approach.
- Support investment education initiatives, including training, office hours, and development of advisor-facing materials.
- Assist advisors—particularly those working with high-net-worth clients—in client conversations, proposals, and portfolio reviews.
- Translate complex investment philosophies, model updates, and market commentary into clear, actionable guidance for advisors.
- Track recurring advisor questions and develop scalable resources such as FAQs, playbooks, and one-pagers to improve advisor experience and outcomes.
Product Expertise & Strategy
- Serve as a spokesperson and subject matter expert for SageSpring’ s multi-sector, alternatives, and private market investment strategies.
- Partner with portfolio managers and the Dynasty Investment Team to develop compelling presentations, market commentaries, and client-facing materials.
- Assist with organizing materials, communications, and training around time-sensitive investment opportunities for qualified purchaser clients and prospects.
- Support internal coordination to ensure advisors understand where and how alternative and private market solutions fit within client portfolios.
Business Development & Sales Support
- Collaborate with Marketing, Investment Management, and Distribution teams to create and maintain a consistent suite of product marketing and service materials.
- Support advisor growth initiatives by generating thought leadership content, updating sales collateral, and participating in regional training programs.
- Assist with RFP language, advisor responses, and client communications to support new business opportunities.
- Track and report on relevant business metrics such as pipeline activity and sales performance.
Continuous Improvement & Market Awareness
- Monitor global markets, economic trends, and policy developments to provide timely investment insights and market commentary.
- Identify areas for process improvement, additional education, or enhanced communication to better support advisors and clients.
- Maintain competitive intelligence and industry insights to inform strategy and product development.
REQUIRED QUALIFICATIONS:
- 5+ years of experience in wealth management, investment consulting, portfolio analysis, OCIO support, or related roles.
- Deep knowledge of portfolio construction, asset allocation, and investment vehicles including ETFs, mutual funds, SMAs, and model portfolios.
- Strong expertise in alternative and private market investments (private equity, private credit, hedge funds, structured solutions) and their operational workflows.
- Exceptional written and verbal communication skills, with the ability to translate complex investment concepts into clear, actionable guidance for advisors and clients.
- Proven ability to build trust-based relationships and collaborate effectively with internal partners and external advisors.
- Experience managing or mentoring junior team members is highly desirable.
- Professional designations such as CFA, CIMA, CAIA, or CFP preferred or in progress.
- Exposure to tax-efficient investing concepts, including tax-aware portfolio construction and asset location, is a plus.
- Excellent organizational, communication, and leadership skills.
- Strong process improvement and problem-solving capabilities.
- Ability to manage multiple priorities in a fast-paced environment.
- Intermediate Microsoft Office and Excel skills
- Strong work ethic and a quick learner
- Detail-oriented, proactive, and able to thrive in a fast-paced, growing firm
- Ability to multi-task while maintaining accuracy
- Able to work independently, as well as collaboratively with others.
- Able to work on-site in Franklin, TN
PREFERRED QUALIFICATIONS:
- Experience within an independent RIA environment.
- Familiarity with platforms such as Salesforce/Practifi, Black Diamond, Fidelity Wealthscape, and related advisory technology.
PHYSICAL DEMANDS:
- Ability to work in a traditional professional office setting
- Prolonged periods of sitting at a desk and working on a computer
- Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
- Work schedule may vary and is determined by project schedules
- Ability to efficiently operate all job-related office equipment
- Ability to communicate via telephone, computer and work in virtual teams
- Must be able to lift up to 15 pounds at a time
- Ability to travel using personal vehicle to other office locations as needed
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About SageSpring:
This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.
Rewards & Culture:
- Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
- #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
- Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
- Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
- High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
- Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
- Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position.
Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.
SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.
