moomoo

Global investing platform offering data tools

Investment Strategist - Advisory

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeJersey City, NJ, USANo salary listed

About the Job

Requirements

A degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or a related field.
Proven experience in U.S. equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments.
At least 3 years of experience in high-net-worth client service as a relationship manager or investment advisor, or in investment strategy or financial middle office, with proven methodologies and successful experience driving client investment strategy services, product sales, and wealth management services to frontline teams.
FINRA licenses are required: SIE, Series 7/63, and Series 86/87.

Responsibilities

Conduct in-depth investment research and produce client-facing content covering U.S. equities, options, futures, and other derivatives.
Deliver bespoke investment advisory to high-net-worth clients, including developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and participating in key client meetings and pitches.
Draft thematic market commentary and client educational materials for U.S. and Canada markets; develop actionable investment strategy content, create talking points and pitch scripts, and conduct ongoing training for Relationship Managers.
Contribute to the department's product matrix by curating tailored financial solutions aligned with clients' risk/return profiles; ensure product selections align with the firm's house view and translate team consensus into client-ready proposals.
Perform client segmentation analysis to design scalable and customized global investment and operational strategies, and develop and implement ongoing service models and engagement plans tailored to different client tiers.

Desired Qualifications

Chinese speaking ability is highly preferred.

Investment Strategist (Advisory) - North America Market

moomoo · Jersey City, United States · Full-time · Posted 2026-08-18

Workplace: on_site

Description

Responsibilities:

Conduct deep-dive investment research and produce high-quality, client-facing content covering U.S. equities, options, futures, and other derivatives.
Deliver bespoke investment advisory to High-Net-Worth (HNW) clients. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.
Draft thematic market commentary and client educational materials for U.S. and Canada markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs).
Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.
Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers.

Requirements

Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.
Proven experience in U.S. equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments.
At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.
Strong communication and coordination skills, with a strong sense of teamwork.
Language skills: Native in English, Chinese speaking is highly preferred.
License Requirement: FINRA License is required (Required：FINRA SIE, Series 7/63/86/87)

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About the Company

moomoo

Global investing platform offering data tools

Moomoo is a global investing platform that provides stocks, ETFs, options, and crypto with real-time market data and a set of trading tools. It helps users make informed decisions by offering features like real-time quotes, technical analysis tools, and in-depth order book data all in one place. Its products are designed to be easy for beginners while powerful enough for experienced traders, combining accessible data with advanced analytics to support a wide range of investment strategies. Compared to other platforms, moomoo stands out by offering a broad mix of assets across markets and a comprehensive toolkit in one place, focusing on both user-friendliness and depth of analysis. The company’s goal is to help global investors grow their financial potential over time, empowering people at all levels of experience to pursue their investment journey.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Palo Alto, CA
Founded: 2018

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