- BlackRock (New York, NY)
- …a joint role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key directive of explaining the intersection of taxation and ... investing-thus "after-tax investing". The Investment Strategist explains the Aperio Direct Indexing quantitative investment process, investment philosophy, and… more
- Zions Bancorporation (Las Vegas, NV)
- …we bring the opportunity. We are seeking an experienced and highly motivated **Wealth Strategist ** located in **Las Vegas, Nevada** to join our team and help with ... our Family Office offering. The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning. This role involves working closely with… more
- Wellington (Boston, MA)
- …for this role include: * Developing methodologies and workflows for tax efficient trading of active equity ETFs; * Extending algorithms and GUI functionality for ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in… more
- BlackRock (San Francisco, CA)
- **About this role** **Role Title: Transition Strategist , Transition Client Solutions** Location: San Francisco or New York BlackRock is a world-class provider of ... and Responsibilities:** **Overview:** We are seeking a skilled Transition Strategist to join our Americas Transition Management Team, based...in San Francisco and New York. As a Transition Strategist , you will play a key role in implementing… more
- JPMorgan Chase (New York, NY)
- …assets. **Job summary:** As the asset management multi-asset solutions retirement strategist - vice president on the asset management multi-asset retirement ... solutions team you will report to the Chief Retirement Strategist and will be responsible for the research, development and delivery of retirement insights to… more
- Wellington (Boston, MA)
- …Francisco, Singapore, and Tokyo). Within the COO office, we are seeking a Strategist to join the leadership of our Investment Platform Business Enablement team and ... scalable workflows and the profound integration of technology. The Strategist will be aligned to a business function within...point of contact for investors in the department. The Strategist will use a deep understanding of the investment… more
- 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
- Bank of America (New York, NY)
- Analyst/Associate: Global Research - Investment Strategist New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Analyst-Associate--Global-Research Investment- Strategist \_25031157) **Job Description:** The position is for an analyst/associate… more
- TD Bank (New York, NY)
- …The VP Sales and Trading TDS develops an institutional investor base in the US to fund the Bank and to place US and Canadian money market positions. The position ... liaises closely with the Bank's other operations in Canada, Europe, and the US to assist in meeting the Bank's objectives. **Role Responsibilities:** + Conduct in-depth research and analysis of global foreign exchange markets, G10 and EM, identifying trends,… more
- PNC (Philadelphia, PA)
- …opportunity to contribute to the company's success. As a Senior Investment Strategist within PNC's Asset Management Group Investment Office organization, you will be ... based in Philadelphia, PA. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. Preferred skills/experience: * Be highly motivated and have significant… more