- KeyBank (Tarrytown, NY)
- …competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist . + Shares intellectual capital with the Relationship Management ... growth goals. **ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors… more
- Citigroup (New York, NY)
- **Overview:** The Portfolio Strategist will play a key role on the Portfolio Strategy & Research team, reporting directly to the Head of Portfolio ... implications and investment recommendations + Develop and maintain financial models and tools to evaluate portfolio ...maintain financial models and tools to evaluate portfolio positioning and strategy performance + Partner with senior… more
- City National Bank (New York, NY)
- …*WHAT WILL YOU DO?* * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through ... *WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position...Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years… more
- 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
- JPMorgan Chase (New York, NY)
- …The team blends its capital markets, strategic and active asset allocation, portfolio construction and active risk budgeting capabilities with one of the broadest ... assets. **Job summary:** As the asset management multi-asset solutions retirement strategist - vice president on the asset management multi-asset retirement… more
- Arrow Electronics (Melville, NY)
- **Position:** Marketing Strategist **Job Description:** **What You'll Be Doing:** + Building and maintaining client relationships, confidently interacting with all ... marketing opportunities for assigned accounts. + Seamlessly manage a portfolio of suppliers with multiple projects of various scopes...It For You :** At Arrow, we recognize that financial rewards and great benefits are important aspects of… more
- MVP Health Care (Schenectady, NY)
- …looking for a dynamic and creative **Social and Owned Media Content Strategist ** to lead the development of compelling, audience-first multimedia content that fuels ... media management, ideally within a regulated industry such as health care or financial services. + Proven storytelling ability with a strong portfolio showcasing… more
- TD Bank (New York, NY)
- …the impact of macroeconomic factors on currency movements and FX-based portfolio performance + Stay up-to-date with industry news, regulations, and technological ... we make in our colleagues to help them and their families achieve their financial , physical and mental well-being goals. Total Rewards at TD includes base salary and… more
- Principal Financial Group (New York, NY)
- … portfolio manager, commercial product specialist, investment consultant, investment strategist , or portfolio strategist , with demonstrated expertise ... **What You'll Do** We're looking for a Director, Client Portfolio Manager to join our Investment Solutions team. In this role, you'll contribute to the delivery of… more
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more