- Bank of America (Bellevue, WA)
- Vice President; Ultra High Net Worth Portfolio Strategist Bellevue, Washington **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bellevue/Vice-President--Ultra-High-Net-Worth- Portfolio - Strategist \_25035606) **Job Description:** At Bank of America,… more
- KeyBank (Tarrytown, NY)
- …competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist . + Shares intellectual capital with the Relationship Management ... growth goals. **ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors… more
- Citigroup (New York, NY)
- **Overview:** The Portfolio Strategist will play a key role on the Portfolio Strategy & Research team, reporting directly to the Head of Portfolio ... implications and investment recommendations + Develop and maintain financial models and tools to evaluate portfolio ...maintain financial models and tools to evaluate portfolio positioning and strategy performance + Partner with senior… more
- City National Bank (Houston, TX)
- …*WHAT WILL YOU DO?* * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through ... *WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position...Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years… more
- Toyota (Plano, TX)
- …Treasury and Investment Group is looking for a passionate and highly motivated Portfolio Strategist . The primary responsibility of this role is to oversee ... An important part of the Toyota family is Toyota Financial Services (TFS), the finance and insurance brand for...Strong understanding of security pricing theories and models (Modern Portfolio Theory, Capital Asset Pricing Model, Net Present Value)… more
- KeyBank (Chicago, IL)
- …and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... internal policies and procedures. + Maintains deep expertise in financial markets and other related areas while also participating...the Key Private Bank platform and process as a portfolio advisor. + Responsible for either meeting or exceeding… more
- BlackRock (New York, NY)
- …a joint role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key directive of explaining the intersection of taxation and ... investing-thus "after-tax investing". The Investment Strategist explains the Aperio Direct Indexing quantitative investment process, investment philosophy, and… more
- Black & Veatch (Las Vegas, NV)
- **National Pursuit Strategist ** Date: Aug 13, 2025 Location: US Company: Black & Veatch Family of Companies **Together, we own our company, our future, and our ... and perspectives to use. \#LI-KG1 # **The Opportunity** The **National Pursuit Strategist ** will report to the Pursuits Leader of the Governments & Communities… more
- Huntington National Bank (Columbus, OH)
- Description Marketing Strategist - Insurance (Consumer & Business) Department: Marketing Strategy & Growth The Insurance Marketing Strategist at Huntington Bank ... multi-channel marketing strategies to drive profitable growth across a comprehensive portfolio of consumer and business insurance products. These include Auto,… more
- JPMorgan Chase (New York, NY)
- …The team blends its capital markets, strategic and active asset allocation, portfolio construction and active risk budgeting capabilities with one of the broadest ... assets. **Job summary:** As the asset management multi-asset solutions retirement strategist - vice president on the asset management multi-asset retirement… more