- 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
- Citigroup (New York, NY)
- The Advanced Financial Planning Strategist is a financial planning professional who closely follows the latest trends in their field and adapts them for ... information and strategy. **Responsibilities:** The Citi Personal Wealth Management (CPWM) Advanced Financial Planning Strategist will report to the Head of … more
- Bank of America (New York, NY)
- ASO/VP - Quant Strategist , Credit New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Citigroup (New York, NY)
- Citigroup Global Markets Inc. seeks a Research Strategist for its New York, NY location. Duties: Perform quantitative and analytical duties within the Global ... improvement. Research and develop analytical tools to address issues such as portfolio construction and optimization and produce written summary reports of … more
- RVO Health (New York, NY)
- …advance our existing product offerings and develop new products that tie our portfolio together to provide value to customers. You'll be responsible for taking ... the ongoing management of products and services in the RVO Health product portfolio ensuring performance standards, KPIs, and critical business outcomes are met. +… more
- Bank of America (New York, NY)
- …us! The UHNW Portfolio Analyst tasked with supporting Senior UHNW Portfolio Strategist client/prospect cases through subject matter expertise that marries ... deliver value add content to advisors. **Qualifications:** + 2-5+ years of financial services experience + Previous experience in portfolio construction, manager… more
- KeyBank (Tarrytown, NY)
- … Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist , and Relationship Manager + Engages the family's outside advisors + ... + Works with the Wealth Consultant and Regional Planning Strategist in building client financial plans + Co-facilitates the Family Wealth Legacy Day's and… more
- JPMorgan Chase (New York, NY)
- Join our dynamic team as a Desk Strategist for the RMBS Desk, where you'll play a pivotal role in shaping the future of our multi-billion Non-Agency Mortgage ... portfolio . This is an exciting opportunity to leverage your...innovation and professional development. **Job Summary:** As a Desk Strategist in the RMBS Desk, you will be at… more
- Amazon (New York, NY)
- …Stores at Amazon is continually growing its meaningful selection across a global portfolio of luxury fashion and beauty brands. The Brand Management team is ... for both brands and customers. Roles & Responsibilities: - Brand growth strategist : understanding your brand's business goals and helping them achieve them by… more
- City of New York (New York, NY)
- …these two workstreams. Employee relations will include leading our Wellness portfolio ; working with staff members on employee-specific matters; and working with ... procedures are clear, available, and accessible. The compliance aspect of the portfolio ensures we are properly tracking, reporting, and maintaining records on… more
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