• Client Strategist , Coinbase Asset…

    Coinbase (New York, NY)
    …At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist . A successful Client Strategist can secure the next 2-3 ... alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase...(CS) team is a key function within Coinbase Asset Management (CBAM). At CBAM a CS's job is to… more
    Coinbase (07/26/25)
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  • Director, Technology Equities Product…

    BlackRock (New York, NY)
    …possess a strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They will also have a good ... commercial and investment success. They are seasoned investment professionals embedded in our portfolio management ...preferred. + 10 years' professional experience in asset / wealth management , equity research, equity sales, or… more
    BlackRock (07/24/25)
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  • Marketing Strategist , Advisor Education

    Wellington (New York, NY)
    …Specific qualifications include: + 10+ of investment marketing or product management experience within the US intermediary and wealth channel, including ... **About Us** **Wellington Management ** offers comprehensive investment management...a unique set of skills and experiences including developing investment education programs for the US Wealth … more
    Wellington (06/28/25)
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  • Director - eFX Quant Strategist

    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
    Scotiabank (06/03/25)
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  • Product Strategist , Fixed Income…

    BlackRock (New York, NY)
    …Vice President / Director** **Firm Overview:** BlackRock is a global leader in investment management , risk management and advisory services for institutional ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management , advisory and… more
    BlackRock (07/20/25)
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  • Aladdin Wealth Product Marketing, Vice…

    BlackRock (New York, NY)
    …world's preeminent asset management firms and a premier provider of global investment management , risk management and advisory services to institutional, ... the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including... Tech is BlackRock's technology business serving the global wealth management industry. We bring the best… more
    BlackRock (07/22/25)
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  • Wealth Advisor

    HUB International (New York, NY)
    …array of property, casualty, risk management , life and health, employee benefits, investment , and wealth management products and services. A subsector of ... institutions across the United States. HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and institutions to build… more
    HUB International (07/31/25)
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  • Financial Advisor Senior

    City National Bank (New York, NY)
    …ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While...be the primary point of contact for all new investment management opportunities. * Relationship Management… more
    City National Bank (07/16/25)
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  • Product Marketing Manager

    Wellington (New York, NY)
    …marketing materials for select investment approaches/funds for the US Wealth market, partnering with product management and portfolio management ... **About Us** **Wellington Management ** offers comprehensive investment management...development of product marketing materials + Partner with US Wealth Marketing Strategist to identify opportunities for… more
    Wellington (06/28/25)
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  • Key Private Bank Sr Relationship Manager

    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 (07/18/25)
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