Investment Strategist - San Francisco

The Investment Strategist at Unison is responsible for creating client material and presenting that material to clients. · ...

The Investment Strategist at Unison is responsible for creating client material and presenting that material to clients, · Maintain a target list of all industry conferences · Construct client investment presentations. · ...

The Investment Strategist at Unison is responsible for creating client material and presenting that material to clients onboarding clients doing analyses as well as balancing other possible tasks and remaining focused on deadlines This role provides analytical work in the areas o ...

The Investment Strategist at Unison is responsible for creating client material and presenting that material to clients onboarding clients doing analyses as well as balancing other possible tasks and still remaining focused on deadlines. · ...

Unison is seeking an Investment Strategist Analyst to support its Institutional Sales & Marketing team in all aspects of the deal making process. · Partner with internal stakeholders · Lead capital markets deals · Perform portfolio analysis and modeling · ...

The Investment Strategist at Unison is responsible for creating client material and presenting that material to clients, onboarding clients, doing analyses as well as balancing other possible tasks and still remaining focused on deadlines. · ...

+Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services. · ...

This is a unique opportunity to join a founding team and play a hands-on role in shaping product strategy customer delivery company culture from an early stage. · ...

The Wealth Strategist at Parallel Advisors is an associate level role with a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration.Wealth Strategists work alongside experienced advisors with a wide range of expertise sup ...

The Wealth Strategist at Parallel Advisors is an associate level role with a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education and collaboration. · Wealth Strategists work alongside experienced advisors with a wide range of expertise s ...

A finance-focused AI startup is seeking a Founding Principal (Deployment Strategist) to work directly with the founders in building solutions for the private equity market. · ...

We are seeking a Founding Principal to work with our founders in building solutions for the private equity market. · This is a unique opportunity to join a founding team and play a hands-on role in shaping product strategy, · customer delivery and company culture from an early st ...

The Forward-Deployed Strategist plays a pivotal role in translating complex business challenges into practical, high-impact solutions. · This role sits at the intersection of customer strategy, data analysis, and solution execution. · ...

This is a rare opportunity to work directly alongside the founders to build AI-powered solutions for the private equity market. · The company is developing next-generation agent workflows that fundamentally improve how PE firms conduct commercial diligence, identify opportunities ...

We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory clients build better portfolios and improve outcomes for clients. · ...

+We are hiring a Founding Principal (Deployment Strategist) to work directly with the founders of a fast-growing, finance-focused AI startup building products for the private equity market. · ...

We’re hiring a Forward Deployed Strategist to work directly with customers on complex, high-impact commercial problems. · This is a client-facing, execution-heavy role sitting at the intersection of pricing, revenue operations, and product. You’ll own customer deployments end-to- ...

We are seeking Forward Deployed Strategists to partner directly with customers and drive high-impact deployments. · ...

We re building the AI native operating system for regulated finance starting with mortgage servicing We re a Series C company backed by a16z transforming industries that others have written off as too complex to innovate Rather than build on top of broken legacy systems we took a ...

+ · We are looking for a Product Strategist to join our team at Valon. As a hybrid role blending project management, problem-solving, and strategic collaboration, · +Act as a mortgage servicing subject matter expert to help shape business requirements that ultimately become produ ...