Lead Market Strategist. Job in Nashville Move Collective Jobs

Lead Market Strategist

Join Aprio's Wealth Management team to help clients seize their opportunities. Aprio is an innovative, rapidly growing firm seeking a Lead Market Strategist to be a vital part of our dynamic team.

The Lead Market Strategist is a senior investment professional tasked with enhancing the Chief Investment Officer’s (CIO) effectiveness by managing market communication, engaging with advisors and CPAs, and conducting investment analysis across both public and private markets. This role takes ownership of continuous investment discussions, market updates, and initial diligence activities, allowing the CIO to concentrate on strategic decisions and portfolio construction.

The ideal candidate will demonstrate strong judgment, effective communication skills, and the ability to operate without a prescribed script. The Lead Market Strategist should feel confident discussing markets in real-time, navigating moments of market volatility, and effectively managing client concerns.

Position Responsibilities
Articulate the firm’s perspective on the economy, markets, and portfolios in conversations with advisors, CPAs, clients, and prospects, both in collaboration with and independently from the CIO.
Act as the primary contact for advisors on public and private market inquiries, portfolio issues, and client‑specific challenges.
Create near‑final CIO‑level economic outlooks, market updates, and investment presentations suitable for external audiences.
Enhance repeatable processes and technology‑driven workflows to improve the speed, quality, and scalability of investment communication and monitoring.
Simplify complex market and portfolio issues into clear, actionable communication for advisors to utilize in actual client discussions.
Provide insightful advice to the CIO concerning investment positioning and portfolio risks, presenting alternative viewpoints when necessary.
Conduct due diligence on private investments and provide updates for the CIO and investment committees.
Ensure the quality, accuracy, and timely availability of institutional‑grade investment content across advisor‑facing materials.

Qualifications
More than 10 years of active investment experience in institutional asset management, family office, or large RIA with a focus on market insights and portfolio communication.
In‑depth understanding of macroeconomic analysis, public markets, and portfolio construction, with the ability to provide actionable advice to advisors.
Outstanding communication skills, especially in client and advisor interactions during volatile market conditions.
Demonstrated ability to produce high‑quality written materials and presentations that are audience‑ready.
Experience in private investment evaluation, diligence, or ongoing monitoring, with the ability to assess liquidity, incentives, and risks.
CFA charter holder and/or MBA is preferred.
Strong proficiency with Bloomberg, FactSet, and modern AI tools to enhance output quality and efficiency.

Preferred Skills
Exhibits strong ownership, responsiveness, and professionalism.
Proactive and entrepreneurial mindset.
Demonstrates excellent organizational skills and time management.
Considered an educator who communicates concisely.
Capable of being accountable without formal authority and influences through sound judgment rather than title.
Engages in constructive disagreements and values clarity and facts over consensus.
Builds scalable processes leveraging technology without compromising quality.

Salary Range: $200,000 - $225,000 annually. Actual salary may vary within the range based on experience and qualifications.

The application window is expected to close on July 1, 2026, but may be extended as necessary.

Why Work for Aprio
Whether you're starting out, seeking advancement, or looking for your next leadership opportunity, Aprio offers a path to grow with a forward‑thinking, innovative firm.

Benefits for Full‑Time Team Members
Health, dental, and vision insurance available from day one.
Flexible Spending Account and Dependent Care Account options.
401k plan with Profit Sharing.
Nine or more holidays and flexible time off.
Parental leave for both primary and secondary caregivers.
Tuition assistance and CPA support with cash incentives upon completion.
Performance‑based discretionary incentive compensation.
Incentives related to new client acquisition.
A leading wellness program.
Flexible work arrangements, including remote and hybrid options.

What’s In It For You
Opportunity to work with industry leaders in a high‑growth environment.
Join a vibrant culture guided by thirty‑one fundamental behaviors that foster exceptional team‑member and client experiences.
Collaborate with a passionate, caring, and ambitious team in a supportive culture.
Freedom to innovate and share your ideas to help us grow into the CPA firm of choice nationwide.
Professional growth in an environment that promotes continuous learning and advancement.
Competitive compensation along with industry‑leading benefits and work‑life balance.

EQUAL OPPORTUNITY EMPLOYER
Aprio is committed to diversity and equal opportunity. All qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, pregnancy, sexual orientation, gender identity and/or expression, age, disability, genetic information, citizenship status, military service obligations, or any other protected category by applicable law.

Aprio, LLP and Aprio Advisory Group, LLC operate in an alternative business structure, with Aprio Advisory Group, LLC offering non‑attest tax and consulting services while Aprio, LLP provides CPA firm services.

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