Senior Market Strategist

HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.

Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing unwavering financial peace of mind to the clients we are privileged to serve.

At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.

Position Summary

The Senior Market Strategist is a key member of the investment team, responsible for shaping the firm’s macroeconomic outlook and delivering timely market insights to internal stakeholders and clients. This role analyzes global economic trends, interprets market data, and translates complex insights into clear, actionable perspectives. Working closely with portfolio managers, the CIO, and advisors, the Senior Market Strategist supports investment decision-making, portfolio positioning, and the firm’s overall strategic direction. 

Job Responsibilities

• Conduct research across global asset classes (equities, fixed income, alternatives, real estate, and commodities) to inform investment and allocation decisions
• Build and maintain proprietary models and data sets to assess market conditions and asset allocation strategies
• Identify emerging risks and opportunities across global markets and investment sectors
• Develop forward-looking market outlooks, scenario analyses, and strategic insights
• Partner with the Investments and Market Strategy teams to produce research and support asset allocation frameworks
• Create and deliver market commentary and investment insights through written reports, presentations, and events for diverse audiences (advisors, institutional and retail investors, and media)
• Contribute to Investment Committee discussions and firmwide house views

• Curious, independent thinker with a global mindset
• Strong analytical skills with the ability to translate data into actionable insights
• Effective communicator with strong writing, presentation, and interpersonal skills
• Collaborative team player who thrives in fast-paced, deadline-driven environments
• Strong time management skills with the ability to prioritize and manage competing deadlines
• High level of professionalism, integrity, and commitment to fiduciary standards
• Proactive, detail-oriented, and able to work both independently and cross-functionally
• Positive attitude and strong work ethic
• Ability to successfully pass criminal background / credit check required

Qualifications

• Bachelor’s degree required; CFA and/or Master’s in Finance, Economics, or Business preferred
• 7–10 years of experience in strategy, economics, or market research
• Proven experience communicating complex market insights to institutional and retail audiences
• Advanced proficiency in Bloomberg, FactSet, or similar financial data platforms
• Experience building and analyzing financial models and large data sets
• Experience presenting market outlooks, research, and data insights across reports, presentations, media, or digital channels

Benefits

• Competitive PTO/Holiday policy
• 401k match
• 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
• Paid Maternity/Paternity leave
• Fun and welcoming office environment with monthly and quarterly events
• Ability to work remotely 20%
• Cell phone stipend
• EPP

Why HB is a great place to work

Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.