- Zions Bancorporation (Salt Lake City, UT)
- …You bring the talent; we bring the opportunity. We are seeking a ** Senior Brand Copywriter and Content Strategist ** with financial services expertise to ... for major campaigns, product launches, and brand initiatives + Partner with senior leadership to articulate the brand's vision and values through consistent… more
- Rational 360 (Washington, DC)
- Rational 360 is hiring a Senior Social Listening Strategist to help support and expand the firm's integrated data approach for clients. Candidates should have ... stake in the Company's success. This is a long-term wealth -building retirement benefit. Full-time staff members are eligible for...lead the trainings. Each employee is paired with a senior member of the management team at Rational which… more
- PNC (Sarasota, FL)
- …valued and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be ... relationships) - Technical knowledge - Local network (attorneys, accountants, wealth -oriented organizations, etc.) PNC will not provide sponsorship for employment… more
- Vanguard (Malvern, PA)
- …advisors interact with our products and expertise through digital channels. As the Senior Personalization Strategist , you will lead the strategy, systems, and ... taxonomy, and metadata design. + Financial services domain: Experience in advisor, wealth , asset management, or related financial services areas. + AI exposure: Some… more
- KeyBank (Pepper Pike, OH)
- …Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or ... and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: +… more
- JPMorgan Chase (New York, NY)
- …with advisors to help clients make well-informed decisions and achieve their goals. The Senior Tax Strategist will join the Tax Strategy team within JP Morgan ... **Organization Description** JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management… more
- Regions Bank (Atlanta, GA)
- …the system. **Job Description:** At Regions, the Procurement Sourcing Category Strategist provides day-to-day management of larger, more complex sourcing initiatives ... or more complex projects. Associates in this role interact daily with senior and executive level associates within business units to accomplish objectives. **Primary… more
- BlackRock (San Francisco, CA)
- …share. We serve investors of all sizes, including advisors, personal investors, wealth managers, banks, asset managers, pensions, and insurers. **Job Purpose / ... the space + Serve as a subject matter expert for Institutional and Wealth clients, developing and communicating key features of the product structure, market outlook… more
- Regions Bank (Little Rock, AR)
- …Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
- City National Bank (West Hollywood, CA)
- …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