- KeyBank (Chicago, IL)
- … Family Office Director to provide the level of service clients expect from Key Family Wealth . * Responsible for retaining and deepening relationships ... for internal and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for… more
- BlackRock (New York, NY)
- …and construction problems involving risk, tax, and customization priorities **After-Tax Wealth Strategist Key Responsibilities:** + Provide subject ... deliver world-class service to all of our clients, from wealth advisors to family offices to endowments...role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key … more
- Zions Bancorporation (Salt Lake City, UT)
- …the talent; we bring the opportunity. We are seeking an experienced and highly motivated ** Wealth Strategist ** to join our team and help with our Family ... candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business… more
- KeyBank (Hartford, CT)
- …the Strategist identifies opportunities to protect, grow and transition family wealth . They deliver national expertise locally through the engagement ... - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The **Fiduciary Strategist ** is responsible for fulfilling the fiduciary responsibilities of...of Wealth Services or other Specialty Services Teams as an… more
- Coinbase (New York, NY)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset ... them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and an...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose,… more
- Comerica (Auburn Hills, MI)
- …translate data findings into actionable recommendations that influence business decisions. The Data Strategist II also plays a key role in communicating results ... Job Description DATA STRATEGIST II The Data Strategist II...investigation using analytical tools to identify trends, anomalies, and key drivers of business trends. Design analytical approaches or… more
- KeyBank (Palm Beach Gardens, FL)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship… more
- KeyBank (Toledo, OH)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. + Designs and delivers sophisticated fiduciary solutions, using relationship… more
- KeyBank (Pepper Pike, OH)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship… more
- First National Bank of Omaha (Minneapolis, MN)
- …Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division a client-first mindset rooted in education, communication, and ... Develop and champion FNBO's investment strategy with a focus on long-term wealth preservation, client education, and accessible advice. - Lead investment committees,… more