- KeyBank (Naples, FL)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- KeyBank (Buffalo, NY)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability to build trust ... based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- Vanguard (Malvern, PA)
- …ecosystem-and go-to-market excellence is pivotal to that transformation. As the Senior Manager, Head of Go-to-Market Strategy for our Financial Advisor Services ... (FAS) business , you will architect and activate the commercial blueprint...and update expectation models. Summary You are a commercial strategist and operator who blends analytics, field empathy, and… more
- Brunswick (Mettawa, IL)
- …this role is at the forefront of protecting and promoting Brunswick's brand and business . It requires a strong strategist who can think long-term while acting ... Position Overview: The Director of External Enterprise Communication is a senior leader responsible for setting and executing Brunswick's external communications… more
- Somatus (Mclean, VA)
- …-** Strategic HR leader with the ability to advise and collaborate with senior leaders to achieve business objectives through effective HR strategies, ... You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and...top talent, adapting to the dynamic needs of the business . + Advance diversity, equity, and inclusion through intentional… more
- Somatus (Mclean, VA)
- …a company transforming kidney care?** Somatus is on the hunt for a visionary ** Senior Vice President of Finance** to lead at the crossroads of strategy, innovation, ... **You'll** **Make:** + **Lead** performance management tied to key metrics and business drivers that inform strategic decisions. + Deliver timely, reliable financial… more
- S&P Global (New York, NY)
- …in decentralized finance (DeFi) and related markets. **Role Overview:** We are seeking a Strategist to join our compact team of three in the Digital Assets CoE, ... forums, staying abreast of developments in the digital asset ecosystem, and supporting senior strategists with their workload. The CoE has a broad remit focused on… 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
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