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8a7883d07acff70f017ad01dafc00000
The Investment Strategy Analyst role at AE Wealth involves supporting the daily management of tax-managed portfolios and direct indexing strategies to help clients achieve their financial goals. This position requires collaboration with senior team members to execute trades, monitor portfolio performance, and prepare recommendations aligned with client objectives. The role is based onsite in Lenexa, KS, and offers opportunities for professional growth within a fast-paced investment team.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for 8a7883d07acff70f017ad01dafc00000.
8a7883d07acff70f017ad01dafc00000 didn’t post a salary, so this is our estimate from similar listings.
21% below the average for this role
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