- KeyBank (Cleveland, OH)
- … Family Office Director to provide the level of service clients expect from Key Family Wealth . * Responsible for retaining and deepening relationships ... for internal and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for… more
- KeyBank (Cleveland, OH)
- …reviews and offers ideas and strategies to actualize client aspirations and further position Key as the client's trusted advisor. + Interfaces with other Key ... in, and can articulate the competitive advantages of the Key Private Bank platform and process as a Portfolio... Private Bank platform and process as a Portfolio Strategist . + Shares intellectual capital with the Relationship Management… more
- Zions Bancorporation (Salt Lake City, UT)
- …the talent; we bring the opportunity. We are seeking an experienced and highly motivated ** Wealth Strategist ** to join our team and help with our Family ... candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business… more
- KeyBank (Hartford, CT)
- …the Strategist identifies opportunities to protect, grow and transition family wealth . They deliver national expertise locally through the engagement ... - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The **Fiduciary Strategist ** is responsible for fulfilling the fiduciary responsibilities of...of Wealth Services or other Specialty Services Teams as an… 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
- 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
- KeyBank (Toledo, OH)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. + Designs and delivers sophisticated fiduciary solutions, using relationship… more
- KeyBank (Palm Beach Gardens, FL)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship… more
- BlackRock (New York, NY)
- …a good understanding of the needs of a wide range of clients including wealth managers, private banks, family offices, pension funds, and official institutions. ... product and market knowledge. Fundamental Equities (FE) is a key division at BlackRock with over $200bn of assets...this role** We are actively searching for a Product Strategist to work with our Technology Equities team in… more
- KeyBank (Pepper Pike, OH)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship… more