• Marketing Strategist , Advisor Education

    Wellington (New York, NY)
    …of our clients. **About the Role** **Position** The Advisor Education Marketing Strategist will bring a unique set of skills and experiences including developing ... investment education programs for the US Wealth channel, marketing investment products to financial advisors and home offices, and knowledge of portfolio… more
    Wellington (06/28/25)
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  • Director - eFX Quant Strategist

    Scotiabank (New York, NY)
    Director - eFX Quant Strategist **Requisition ID:** 218979 **Salary Range:** 300,000.00 - 300,000.00 _Please note that the Salary Range shown is a guideline only. ... results, in an inclusive and high-performing culture. **Title: Director - eFX Quant Strategist ** **Global Banking and Markets** Global Banking and Markets (GBM) is a… more
    Scotiabank (06/03/25)
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  • Wealth Advisor

    HUB International (New York, NY)
    …property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. A subsector of HUB, Trusted Capital ... Group (TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus on tailored financial services for unique client… more
    HUB International (07/31/25)
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  • Financial Advisor Senior

    City National Bank (New York, NY)
    …and 3-5 years of experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and ... ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of… more
    City National Bank (07/16/25)
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  • Senior Research Analyst, Social…

    City of New York (New York, NY)
    …The Bureau sits within the Center for Health Equity and Community Wellness. The Senior Research Analyst will play a critical role in directing BCDP's portfolio with ... Lead the development and analysis of surveys related to wealth and other social determinants of health (SDH), applying...and social justice initiatives. As the primary population health strategist and policy authority for NYC, with a rich… more
    City of New York (05/09/25)
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  • Product Marketing Manager

    Wellington (New York, NY)
    …positioning into the development of product marketing materials + Partner with US Wealth Marketing Strategist to identify opportunities for new content for ... perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing… more
    Wellington (06/28/25)
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  • Associate: US Equity and Quantitative Strategy…

    Bank of America (New York, NY)
    …**Job Description:** As a fundamental strategist on the US Equity and ... to both internal and external clients. As an Equity Strategist , the candidate will assist the team with applying...sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform‎) and the media. +… more
    Bank of America (07/22/25)
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