Portfolio Strategist

Company

Savvy

Where

NYC Office

Level

Mid

First seen

November 12, 2026

Listed via

Ashby

What the posting says

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,…

Read more and apply on Savvy's site

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