- BlackRock (New York, NY)
- …and construction problems involving risk, tax, and customization priorities **After-Tax Wealth Strategist Key Responsibilities:** + Provide subject ... deliver world-class service to all of our clients, from wealth advisors to family offices to endowments...role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key … more
- Coinbase (New York, NY)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset ... them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and an...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose,… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... efforts that showcase our expertise in financial markets, manage relationships with key media and industry analysts, and drive external engagement with critical… more
- Citizens (New York, NY)
- …We're seeking a highly motivated and detail-oriented Real Time Social Creative Strategist to join our Enterprise Content and Social team, supporting the fast-paced ... creative needs of our Private Bank and Private Wealth business. This role will be responsible for partnering with the team to strategically create social and digital… more
- Anywhere Real Estate (Rochester, NY)
- …plan for each new company. We are looking for a passionate and experienced strategist who will help to own both external partnerships and financial modeling for our ... on earning a competitive base salary and variable compensation. ** Key Responsibilities:** * Partner Management - Support ownerships of...Include Holidays, Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business… more
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