Now Hiring: Portfolio Strategist

February 10, 2020

Mark O'Keefe

Bainco News


Reporting to the Director of Portfolio Strategy, the Portfolio Strategist position requires a blend of investment expertise, outstanding relationship skills and new business development ability.

The Portfolio Strategist leads client teams composed of wealth strategists, a client associate and sometimes an additional portfolio strategist. The Portfolio Strategist has ultimate accountability for the client relationship and is the primary Bainco-client interface. The Portfolio Strategist collaboratively works to establish each client’s Investment Policy Statement driving toward the target asset allocation. The role requires familiarity with equity and fixed income markets as well as familiarity with sophisticated wealth strategies to be able to recognize planning opportunities that can be vetted by our wealth strategies department and clients’ outside advisers.


> Investment Oversight

> Relationship Management

> New Business Development

> Team Management


> Significant experience in similar role in wealth management industry

> Registered Investment Adviser Representative (Series 65 or substitute certification)

> Minimum College Degree; CFA, CFP and/or MBA desirable


Please send resumes and inquiries to or call 617.536.0333 to speak with the hiring manager.

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This commentary/ article has been published or selected for distribution by Bainco based on current events and/or topics of interest. It contains the current opinions of the authors as of the date of publication. All opinions are subject to change at any time. This material has been distributed for informational purposes only and is not meant to convey a current or past recommendation, investment advice of any kind, or a solicitation of an offer to buy or sell securities or investment services.

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