Tactical Strategy Associate

Job overview

The Tactical Strategy Associate role is onsite in Walnut Creek, CA, with compensation of $125,000–$175,000 per year. The associate supports Destination Wealth Management’s Tactical Strategy Team in aligning client accounts with desired portfolio targets. The role assists with account trading, allocation recommendations, portfolio audits, cash needs, and trade reconciliation. This work helps maintain accurate client portfolios and supports the team’s delivery of client investment strategies.

What you'll do

• Assist the Tactical Strategy Team with trading client accounts
• recommend allocations for non-managed accounts based on current firm portfolios
• audit portfolio variables for compliance with designed constraints
• free up cash for client withdrawals
• reconcile actual trading activity with intended trades
• provide backup to senior team members
• assist with block-trade cash free-ups when needed and trading during tax-loss-harvest season.

What we're looking for

Skills & competencies

tactical strategy associate

walnut creek ca

destination wealth management

portfolio strategy

client accounts

investment trading

portfolio audits

asset allocation

trade reconciliation

tax-loss harvesting

$125k–$175k/year

full-time

Work arrangement

• Weekend coverage required

Why this role

Supports client account trading and portfolio oversight, including seasonal tax-loss-harvest trading.

About the employer

Destination Wealth Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.