• Vice President; Ultra High Net Worth…

    Bank of America (Bellevue, WA)
    Vice President; Ultra High Net Worth Portfolio Strategist Bellevue, Washington **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bellevue/Vice-President--Ultra-High-Net-Worth- Portfolio - Strategist \_25035606) **Job Description:** At Bank of America,… more
    Bank of America (08/26/25)
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  • Key Private Bank Senior Portfolio…

    KeyBank (Tarrytown, NY)
    …competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist . + Shares intellectual capital with the Relationship Management ... growth goals. **ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors… more
    KeyBank (08/26/25)
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  • Portfolio Strategist , Office of…

    Citigroup (New York, NY)
    **Overview:** The Portfolio Strategist will play a key role on the Portfolio Strategy & Research team, reporting directly to the Head of Portfolio ... the communication of CIO house views, and producing actionable research and portfolio recommendations for advisors and clients. The ideal candidate will have direct… more
    Citigroup (08/09/25)
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  • Portfolio Strategist

    Toyota (Plano, TX)
    …Treasury and Investment Group is looking for a passionate and highly motivated Portfolio Strategist . The primary responsibility of this role is to oversee ... required + Strong understanding of security pricing theories and models (Modern Portfolio Theory, Capital Asset Pricing Model, Net Present Value) and statistical… more
    Toyota (08/26/25)
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  • Key Private Bank Senior Portfolio…

    KeyBank (Chicago, IL)
    …and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... the Key Private Bank platform and process as a portfolio advisor. + Responsible for either meeting or exceeding...enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a… more
    KeyBank (07/31/25)
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  • Portfolio Construction and Risk…

    Wellington (Boston, MA)
    …of our clients. **About the Role** **THE POSITION** Wellington is seeking a Portfolio Construction Analyst to work with the Portfolio Architecture team within ... Risk and Analytics (GRA). The Analyst will collaborate with GRA colleagues, portfolio managers, and IT professionals to develop quantitative methodologies for … more
    Wellington (08/09/25)
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  • UX Writer/Content Strategist

    US Tech Solutions (San Francisco, CA)
    …**Mandatory:** + 4+ years of experience as a UX writer, tech writer, content strategist or similar. + Portfolio of UX-focused writing samples and style ... guidelines. + Experience working in hardware, software, digital agency, customer support documentation, or related field. + Familiarity with web and mobile UI design principles and practices. + Basic knowledge of a design tool like Figma or Sketch would be a… more
    US Tech Solutions (07/18/25)
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  • Field Marketing Strategist

    Biomat USA, Inc. (Lexington, KY)
    …on demand + Work closely with operations to support centers effectively + Field Marketing Strategist will oversee a portfolio of 21 to 37 centers + Travel up ... and driving engagement? We're looking for a Field Marketing Strategist to develop and execute strategies that enhance donor...Scale:** The estimated pay scale for the Field Marketing Strategist role based in the United States is $67,000… more
    Biomat USA, Inc. (08/21/25)
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  • KPB Client Service Associate & Teller-9

    KeyBank (Fort Myers, FL)
    …with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service ... client accounts. + Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer. + Remain knowledgeable about products, pricing, and features, as well as the relevant processes, procedures and… more
    KeyBank (08/28/25)
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  • Int Retirement Plan Investment Specialist

    Aegon Asset Management (Cedar Rapids, IA)
    …plan assets for Defined Benefit plans. Communicate completion with the client and/or Portfolio Strategist , as needed. + Assist with creating documentation and ... best practices. Participate in and provide training to peers to further professional development. + Understand potential problems and communicate possible solutions to enhance efficiency. + Partner with the Accounting and Fund Trading teams to introduce new… more
    Aegon Asset Management (08/02/25)
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