- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Director - eFX Quant Strategist **Requisition ID:** 218979 **Salary Range:** 300,000.00 -...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
- KeyBank (New York, NY)
- …team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist , and Relationship Manager + ... and establishes client goals in coordination with the Family Strategist + Develops and maintains ongoing Wealth ...current client data, call summaries, etc. + Accountable for management of book of business in Salesforce (house holding,… more
- BlackRock (New York, NY)
- **About this role** BlackRock is the world's largest asset manager, providing global investment management services with AUM of over $10 trillion. BlackRock's ... outcomes, and talent development. + Deep experience and understanding of global Investment markets for Private Markets, preferably Wealth , FOFE, and Defined… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant… more
- KeyBank (Syracuse, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant… more
- Bank of America (New York, NY)
- …team's views/outlook to sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform) and the media. + ... New York, New York **Job Description:** As a fundamental strategist on the US Equity and Quantitative Strategy team...to both internal and external clients. As an Equity Strategist , the candidate will assist the team with applying… more