- First Horizon Bank (Knoxville, TN)
- …and ensure timely completion. + Prepare performance reports and marketing materials for Senior Strategist to use in client and prospect meetings + Research ... at listed location **Summary:** We're seeking a Junior Portfolio Strategist to join our Investment Team supporting Senior...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- KeyBank (Tarrytown, NY)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- Columbia Bank (Hillsboro, OR)
- Sr Financial Planner Wealth Management Portland, Oregon Hillsboro, Oregon Tacoma, Washington Sacramento, California Los Angeles, California San Diego, California ... Together for better. **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide...Strategist to include risk management insurance strategies in wealth plans. + Conducts comprehensive wealth planning… more
- Citigroup (New York, NY)
- …seeking a globally minded, strategically driven leader to serve as Global Head of Private Bank Marketing for Citi Wealth . This role is responsible for unifying ... This leader will set the brand, event, and content strategy for Citi Private Bank's marketing, bringing together regional teams under a unified vision and shared… more
- KeyBank (Akron, OH)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability to build trust ... Main Street - Akron, Ohio 44308 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...advice and personalized banking, borrowing, and investment solutions. The Sr . KPB Relationship Manager (RM) is at the center… more
- Wellington (Boston, MA)
- …teams on cross-regional initiatives. Specific responsibilities include: + Partner with US Wealth Marketing Strategist to identify opportunities for new content ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… 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...- you could enjoy more job security compared to private sector employment and be able to contribute to… more
- University of Pennsylvania (Philadelphia, PA)
- …and online student communities. The Director plays a pivotal role as a senior project manager, team developer, and technology strategist , ensuring that academic ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation.… more