- BlackRock (New York, NY)
- …position is 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... advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or… more
- 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
- BlackRock (New York, NY)
- …transition ETF platform in the US, with about $60 billion in assets under management . The iShares Sustainable & Transition Product Strategist will be responsible ... through client engagement and education, content and thought leadership, product management , data & analytics, and other strategic initiatives. This role will… more
- 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
- 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
- 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
- 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. + ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Associate--US-Equity-and-Quantitative-Strategy-Research\_25017651) **Job Description:** As a fundamental strategist on the US Equity and Quantitative Strategy team… more