- Vanguard (Malvern, PA)
- …the future of global investing? As a key member of Vanguard's Portfolio Review Department (PRD)-the team responsible for overseeing Vanguard's global investment ... don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our… more
- KeyBank (ME)
- …**JOB BRIEF (PURPOSE)** Provide centralized portfolio management support enabling Portfolio Managers and Portfolio Strategist (s) to provide effective ... JOB FUNCTIONS** **Technical** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy,… more
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- PNC (Pittsburgh, PA)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist . + **Institutional Asset Management… more
- Amazon (Arlington, VA)
- …Amazon's Global Real Estate & Facilities (GREF) team, the regional AWS Workplace Strategist role will oversee AWS teams' space allocations and coordinate with space ... on plans for AWS employees and team. The Workplace Strategist will be expected to align real estate strategy...business unit leaders to understand their real estate and portfolio needs, ensuring these requirements are accurately captured and… more
- Comerica (Dallas, TX)
- …to be a subject matter expert related to research, trading, compliance,accounting, and portfolio management platforms that may be in use by the organization. This ... and drive a fully integrated investment approach. Manage all Investment Strategist and support staff to achieve consistent exceptional client experience, while… more
- Lincoln Financial (Radnor, PA)
- …experience, ideally in either an investment management or investment specialist/product strategist /client portfolio manager role for alternative investments. + A ... with subadvisory investment teams, funds management due diligence team, and alternatives portfolio managers to deepen knowledge and expertise of fund strategies. +… more
- KeyBank (Fort Myers, FL)
- …with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service ... functions within the Private Bank branch (eg, accurately process all financial service transactions, maintain responsibility for cash drawer, follow proper balancing… more
- KeyBank (Westlake, OH)
- …Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service ... combination of work/educational background (required) **Skills** + General knowledge of financial products and services, including banking, trust and investments. +… more
- Lockheed Martin (Littleton, CO)
- …The Mission Strategy and Advanced Capabilities \(MSAC\) is looking for a Senior Financial Strategist and Investment professional to assist in the management of ... a diverse portfolio of Overhead, MA, Bid & Proposal and IRAD...financial sales/growth forecasts and preparing and maintaining annual portfolio allowable and unallowable business expenditures \(including direct and… more