- KeyBank (Toledo, OH)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... 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)
- …and developing BlackRock's client relationships, including within the wealth , institutional and consultant channels. **Position Overview:** BlackRock's Fundamental ... Fixed Income (FFI) group is seeking a Short Duration Product Strategist who will assist in client deliverables, product positioning, commercialization and… more
- 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 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
- KeyBank (Salt Lake City, UT)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CSW) (preferred) **Tactical Skills** + Ability to build ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as… more
- Brunswick (Mettawa, IL)
- …Overview** **:** The **Director of External Communications Strategy** is a senior leader responsible for setting and executing Brunswick's external communications ... protecting and promoting Brunswick's brand and business. It requires a strong strategist who can think long-term while acting decisively in the moment-particularly… more
- KeyBank (Portland, OR)
- …specific markets and targeted prospect base. + Viewed by the client as a senior financial strategist and shares a skilled financial perspective. Conducts client ... and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products, consultation and… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting edge of wealth management. We've been making rapid progress on our mission: to break down ... trillion in assets (and counting) are using 55ip. As a Trade Implementation Strategist within 55ip, you will be responsible for enhancing the pre-trade analysis of… more