Senior Market Strategist

Aprio•San Francisco, CA

30d•Hybrid

About The Position

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Market Strategist to join their dynamic team. The Senior Market Strategist is a senior investment professional who extends the capacity of the Chief Investment Officer through delegated responsibility for market communication, advisor and CPA engagement, and investment related analysis across public and private markets. The role is designed to assume ownership of ongoing investment discussions, market updates, and preliminary diligence activities, enabling the CIO to focus on portfolio construction, strategic decisions, and firm leadership. This role requires strong judgment, clear communication, and comfort operating without a script. The Senior Market Strategist is expected to speak confidently about markets in real time, handle periods of market stress and client anxiety, and work through disagreements constructively. When issues require escalation, this role is expected to raise them early and clearly, not defer or delay.

Requirements

10+ years of active investment experience (institutional asset management, family office, large RIA) with responsibility for market views and portfolio communication.
Deep fluency in macroeconomic analysis, public markets, and portfolio construction, with the ability to translate implications into actionable advisor language.
Exceptional client- and advisor-facing communication skills, including comfort leading unscripted conversations in volatile markets.
Proven ability to produce high-quality written materials and presentations that are decision-ready and external-audience ready.
Direct involvement in private investment diligence, evaluation, or ongoing monitoring, including comfort assessing liquidity terms, incentives, and key risks.
CFA charter holder and/or MBA preferred.
High proficiency with Bloomberg, FactSet, and modern AI productivity tools, with demonstrated ability to increase output quality and speed.

Nice To Haves

Operates with ownership, responsiveness, and a high bar for professionalism.
Bias-to-action and entrepreneurial.
Strong executive skills and organized with tools for time management.
Considers her/himself an educator that communicates succinctly.
Comfortable being accountable without formal authority and earning influence through judgment, not title.
Disagrees constructively, prefers clarity over consensus, and facts over reassurance.
Builds repeatable processes and embraces technology to scale without sacrificing quality.

Responsibilities

Represent the firm’s house view on the economy, markets, and portfolios in advisor, CPA, client, and prospect conversations, both alongside and independently of the CIO.
Serve as the day-to-day escalation point for advisors on public and private market questions, portfolio concerns, and client-specific challenges to solve issues.
Produce near-final CIO-level economic outlooks, market updates, and investment presentations suitable for external audiences.
Build and continuously improve repeatable processes and technology-enabled workflows that increase the speed, quality, and scalability of investment communication and monitoring.
Translate complex market and portfolio issues into clear, practical talking points and scripts that advisors can use in real client conversations.
Act as a sounding board to the CIO on investment positioning, and portfolio risks, bringing dissenting views when warranted and escalating issues early and clearly.
Conduct private investment due diligence and monitoring, providing updates for the CIO and investment committees.
Maintain institutional-quality investment content and collateral, ensuring consistency, accuracy, and timeliness across advisor-facing materials.

Benefits

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.