R2600105 Director, Senior Investment Strategist, Ally Invest Advisors
About The Position
The Director, Senior Investment Strategist will lead the portfolio construction framework supporting Ally Invest Advisors’ model offerings, including Robo Portfolios and Personal Advice. The role is responsible for strategic and tactical asset allocation, research, security and manager selection, and investment due diligence supporting portfolio design and ongoing oversight. This is a player-coach position that combines investment judgment with hands-on analysis. The Director will shape and enhance portfolio offerings for retail managed and advice clients, keeping them aligned with client objectives, market conditions, and fiduciary standards. The position also includes client- and market-facing work, such as portfolio analysis, market and investment commentary, media inquiry support, and selected client conversations. The Director will collaborate with product strategy, marketing, communications, PR, service, operations, and compliance to support well-governed, clearly communicated investment solutions appropriate for Ally Invest Advisors’ clients. Ally will not sponsor a new applicant for employment authorization for this position.
Requirements
- At least 7 years of experience in asset management, preferably in portfolio management, portfolio construction, asset allocation, or manager research.
- At least 9 years of relevant experience or an equivalent combination of education and experience.
- FINRA Series 65, or Series 7 and 66 licenses.
- Strong foundation in asset allocation and global capital markets.
- Experience with portfolio construction, manager research, investment due diligence, and performance evaluation.
- Strong understanding of economics and macroeconomic drivers of asset markets.
- Knowledge of modern portfolio theory, investment research, and quantitative portfolio analysis.
- Strong written and verbal communication skills, including the ability to translate investment insights for different audiences.
- Highly detail-oriented, intellectually curious, self-motivated, and able to manage multiple priorities.
- Strong understanding of managed products, including mutual funds, ETFs, and SMAs.
- High school diploma or GED equivalent.
Nice To Haves
- CFA designation.
- Experience with back-testing, risk models, and optimization techniques.
- Advanced Excel and PowerPoint skills.
- VBA, Python, and other technical or automation skills.
- Familiarity with investment research tools such as Morningstar Direct and TAMP platforms such as Orion and Envestnet.
Responsibilities
- Develop and maintain strategic and tactical asset allocation for Ally Invest Advisors portfolios using capital market assumptions, risk and return analysis, quantitative inputs, and market insights.
- Lead asset allocation and portfolio construction research to enhance model offerings and support new portfolio solutions, including value- and goal-driven overlays, downside protection strategies, and income-oriented approaches.
- Define portfolio construction frameworks, including model criteria, weightings, and rebalancing approaches for multi-asset portfolios, using risk models, optimization techniques, and back-testing where appropriate.
- Lead security selection, manager selection, and ongoing investment due diligence.
- Analyze third-party managers, sector and industry trends, ETFs, and other managed products to support investment decisions.
- Oversee quarterly performance evaluation, including risk and return analysis, attribution, and presentation to the Investment Committee.
- Maintain informed views on market, sector, and macroeconomic developments and communicate recommendations relevant to portfolio strategy.
- Monitor risk across client accounts, assess portfolio exposures and risk factors, conduct portfolio reviews, and provide portfolio construction guidance to advisors.
- Analyze client and prospect portfolios and communicate portfolio insights, investment rationale, and asset allocation recommendations as needed.
- Develop market commentary, quarterly updates, and product reviews for internal and external audiences.
- Partner with marketing, communications, and PR to support media inquiries related to market developments, portfolio positioning, and investment strategy.
- Provide leadership across portfolio management and investment research while contributing directly to analysis and implementation.
Benefits
- Market-competitive base pay and pay-for-performance incentives based on personal and company goals.
- Paid time off starting at 20 days, 11 paid holidays, and 8 hours of annual volunteer time off.
- 401(k) retirement savings plan with matching and company contributions.
- Student loan paydown and 529 educational savings assistance programs.
- Tuition reimbursement.
- Employee stock purchase plan.
- Financial learning center and financial coach access.
- Medical, dental, and vision insurance options.
- Employee, spouse, and child life insurance.
- Short- and long-term disability insurance.
- Health Savings Account with employer contributions and Healthcare Flexible Spending Account.
- Critical illness, accident, and hospital indemnity insurance.
- Total well-being program.
- Adoption, surrogacy, and fertility assistance.
- Paid parental and caregiver leave.
- Dependent Day Care Flexible Spending Account, backup child and adult/elder care days, and childcare discounts.
- Employee Assistance Program.
- Subsidized and discounted Weight Watchers program and other employee discount programs.
- Depending on the role, potential travel allowances, relocation assistance, signing bonus, and/or equity.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
High school or GED
