Senior Investment Strategist

<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">The Senior Investment Strategist partners with advisors, clients, and prospects to provide confidence, clarity, and insight regarding Focus’s investment philosophy, solutions, and market perspectives. They develop and maintain deep expertise in Focus’s investment platform to support advisors in constructing personalized portfolios aligned with client needs and objectives. They create clear, compelling collateral that articulates the value of Focus’s investment offering and equips advisors to apply it effectively in client portfolios. They engage directly with clients and prospects to discuss portfolio positioning and market conditions, increasing client confidence and driving business growth.</span></p> <p><strong><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Primary Responsibilities</span></strong></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Build relationships with advisors as an extension of their advisory team to provide investment strategy and proposal support</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Serve as investment strategy subject matter-expert in meetings with clients and/or advisors including providing commentary on current market trends</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Work closely with Manager Research, Proprietary Strategies, and Marketing to create and maintain educational content on Focus investment strategies</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Serve as deeper educational resource expert in multiple investment strategy areas</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Present Investment Strategy related topics at firm and industry events</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Execute on special projects as needed</span></li&g