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Research & Strategy Advisor
Location
United States
Posted
14 days ago
Salary
Not specified
No structured requirement data.
Job Description
Job Requirements
- 5–10 years of prior experience in consulting, family office advisory, or similar research-driven roles
- Strong analytical skills with the ability to synthesize complex financial, operational, and strategic data
- Expertise in portfolio construction, investment analysis, and wealth planning strategies
- High level of organization and self-sufficiency to manage multiple projects independently
- Excellent communication skills, able to present structured insights to senior stakeholders
- Proficiency in leveraging technology and AI tools for research, analysis, and information management
- Ability to work remotely with periodic travel to headquarters (approximately 1x/week)
Benefits
- Competitive base salary of $300,000 with potential performance bonus
- Comprehensive benefits package including healthcare and retirement options
- Flexible, remote work environment with limited weekend hours
- Opportunity to work closely with senior leadership on high-impact, strategic initiatives
- Exposure to multi-asset portfolios, long-term strategic planning, and innovative wealth management approaches
- Professional growth and mentorship opportunities within a dynamic, intellectual environment
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