Position: Senior Investment Strategy Analyst
Department: AE Wealth Management Marketing
Reporting to: Director of Investment Strategy
Location: Lenexa, KS - Onsite
Overview:
AE Wealth is seeking a Senior Investment Strategy Analyst to join our Investment Team and play a key role in managing and executing direct indexing-based strategies. In this role, you'll apply your technical expertise and independent judgment to support portfolios affecting significant client assets, ensuring accuracy, efficiency, and alignment with client goals.
You'll be part of a collaborative, fast-paced team where your contributions directly impact thousands of clients. This is an opportunity to work on complex investment strategies, influence portfolio processes, and apply advanced analytical skills, all while supporting advisors and VPs with thoughtful guidance. If you thrive in a detail-oriented, high-responsibility role and enjoy seeing your work translate directly into client outcomes, this role is a great fit.
This position is based in our Lenexa, KS office and is exclusively onsite. Please note that the company does not extend sponsorship opportunities.
What you'll do:
- Manage daily portfolio activities for tax-managed SMAs, including optimization, loss harvesting, and trade execution.
- Serve as a subject matter expert on AE Direct/Strategic Index solutions, supporting VPs and advisors with strategy execution and portfolio adjustments.
- Co-lead discovery calls with VPs and advisors to assess client suitability for direct indexing strategies.
- Develop and present trade proposals and recommendations, providing thoughtful guidance for advisor-client discussions.
- Monitor model portfolios and trading parameters, ensuring precision, accountability, and independent decision-making.
- Run simulations and analyses to optimize portfolios, reduce tracking error, and support strategic recommendations.
- Implement advanced strategies, including options overlays, aligned with client objectives.
- Conduct investment research, contribute to due diligence reporting, and support model development.
- Mentor and help junior analysts and provide guidance on portfolio management best practices.
Experience you'll bring:
- 3-5+ years in brokerage/RIA environments, with experience in SMAs and tax-advantaged accounts, particularly direct indexing.
- Strong knowledge of investment products, portfolio management, trade execution, and risk management.
- Proven ability to independently execute decisions affecting significant client assets, with meticulous attention to detail and sound judgment.
- Strong analytical, problem-solving, and communication skills.
- Experience with portfolio management systems, multi-factor risk models, and optimization programs.
- Positive attitude, professionalism, and commitment to excellent service for advisors and internal stakeholders.
Bonus Points:
- Bachelor's degree or equivalent experience; advanced degrees or CFA/CMT progress is a plus.
- Series 7, 66 (or 63/65) license.
- Experience with block trade execution (equities and/or ETFs).
- Knowledge of listed index options.
- Mentorship experience and the ability to provide guidance on investment strategy execution.
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
401(k)
Nov 11, 2025