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Position Title: Chief Market Strategist - Family Wealth
Business Unit: Wealth Management
Reports to: Chief Investment Officer - Wealth Management
Position Overview:
Responsible for delivering high‑level advice and strategy on global markets with a specialized focus on delivering sophisticated tax sensitive investment guidance which may include alternative investment solutions tailored for ultra‑high‑net‑worth families. This role provides deep insight into private markets, real assets, hedge fund strategies, and other sophisticated investment opportunities that support long‑term multigenerational objectives. The strategist plays a critical role in supporting business owners navigating major liquidity events.
Primary Responsibilities:
Partner with executive leadership to ensure investment guidance enhances the client experience and supports the long‑term objectives of UHNW families.
Collaborate closely with the Director of Family Wealth & Fiduciary Services to integrate market and alternative‑asset insights into trust administration, estate planning, and family‑governance discussions.
Serve as a senior investment strategist in high‑stakes family meetings, governance sessions, and multigenerational education engagements.
Support advisors in deepening UHNW client engagement by providing timely alternative‑asset perspectives and market‑based recommendations.
Deliver regular training sessions to advisors, fiduciary officers, and relationship managers to enhance their ability to discuss alternative markets with UHNW clients.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
15
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent management skills
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to work and multi-task in a fast paced environment
MS Word - Intermediate Level
MS Excel - Intermediate Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
CFA, CMT Recommended
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
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