- 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 ... wealth structuring techniques and strategies used across the high net worth wealth spectrum. **Job Responsibilities** + Engage directly with clients and… 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 ... complex projects. Associates in this role interact daily with senior and executive level associates within business units to...of experience in procurement or related field + Or High School Diploma or GED and eleven (11) years… 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 / ... We are passionate about expanding investor choice by providing high quality products that can help investors gain access...Serve as a subject matter expert for Institutional and Wealth clients, developing and communicating key features of the… 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
- KeyBank (Buffalo, NY)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability to build trust ... client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- KeyBank (Naples, FL)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... the client's needs. The RM is responsible for serving high net worth clients in their existing book as...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- Brunswick (Mettawa, IL)
- …+ Visionary strategist and precise executor. + Trusted advisor with high integrity and discretion. + Natural storyteller with a strong sense for brand, ... 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)
- …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, ... engine behind a mission-driven organization poised for growth. In this high -impact position, you'll steer Corporate FP&A and operational finance, partnering with… more
- Somatus (Mclean, VA)
- …business objectives to accelerate growth and performance. + Work side-by-side with senior leaders to cultivate a high -performance culture through clear ... You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and...and inclusion through intentional programs that foster a vibrant, high -performing workforce. + Guide change management initiatives that support… more
- Charles Schwab (Westlake, TX)
- …organizations including Marketing and HR. + Serve as communications advisor and strategist to senior leaders on internal and external communications, ... - Banking & Trust Services, Schwab Asset Management, and Wealth & Advice Solutions - that serve the needs...think through complex issues and to deliver recommendations to senior level executives. + Exceptionally high degree… more
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