- BMO Financial Group (Chicago, IL)
- …+ Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study. + Post-graduate degree is desirable. + Relevant ... Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and… more
- Wellington (Boston, MA)
- …of our clients. **About the Role** **Position** The Advisor Education Marketing Strategist will bring a unique set of skills and experiences including developing ... investment education programs for the US Wealth channel, marketing investment products to financial advisors and home offices, and knowledge of portfolio construction. The individual in this role will bring an important perspective about the type of education… more
- BlackRock (New York, NY)
- …+ 3+ years of experience in a market economist position in the financial services or policy-making sectors. + Strong background in macroeconomics and finance with ... **About this role** BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, governments, and individuals worldwide. We offer a wide range of investment products and… more
- Edward Jones (St. Louis, MO)
- …strategy. **What You Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the client's financial plan to life ... plan and ensuring alignment with goals and expectations. The Senior Portfolio Strategist are part of the durable, client-facing team that works closely with… more
- Edward Jones (Tempe, AZ)
- …and ongoing reporting and support. **What You Will Do:** The Private Banking Strategist leverages the extensive resources of our home office and external 3rd party ... (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Senior Portfolio Strategist , etc.) to ensure proper alignment and continued evolution in partnership… more
- Vanguard (Malvern, PA)
- …at an advisor and home office level. We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory clients build better portfolios and improve ... also consider remote work locations in the United States. Senior Portfolio Strategist Financial Advisors are challenged by an ever-changing market environment and… more
- SMBC (New York, NY)
- …experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than… more
- Bank of America (Washington, DC)
- Ultra High Net Worth Portfolio Strategist Washington, District of Columbia **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Washington/Ultra-High-Net-Worth-Portfolio- Strategist \_25014316-2) **Job Description:** At Bank of America, we are… more
- Bank of America (New York, NY)
- Analyst/Associate, CMBS/Cross Sector Research Strategist New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Analyst-Associate--CMBS-Cross-Sector-Research- Strategist \_25024356-2) **Job Description:** This person will be assisting senior… more
- BlackRock (San Francisco, CA)
- …diversified portfolios. **About this role** We are actively searching for a Product Strategist to work with our Technology Equities team in San Francisco. The ... primary responsibility of the role will be to work alongside the portfolio managers, sales teams, other FE Product Strategists, marketing teams, and other stakeholders in promoting and growing the market share of our Technology Equity products globally. The… more