• Wealth Strategist (Financial…

    City National Bank (New York, NY)
    …attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist ... wealth and succession planning. *WHAT WILL YOU DO?* * Work with Sr . Wealth Strategist and Wealth Strategist in developing integrated estate and… more
    City National Bank (08/07/25)
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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 (08/07/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
    KeyBank (07/18/25)
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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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  • 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 (08/08/25)
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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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  • Director, External Communications

    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 ... and aligned with business objectives. This role requires a skilled communicator, strategist , and storyteller with a deep understanding of financial markets and a… more
    Tradeweb (08/20/25)
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