• Wealth Strategist

    City National Bank (New York, NY)
    * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ... clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of… more
    City National Bank (06/06/25)
    - Related Jobs

  • PWM Wealth Strategist

    US Bank (New York, NY)
    …skills and discover what you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with ... develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth management… more
    US Bank (07/04/25)
    - Related Jobs

  • Financial Advisor Senior

    City National Bank (New York, NY)
    …and 3-5 years of experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop… more
    City National Bank (07/16/25)
    - Related Jobs

  • Product Marketing Manager

    Wellington (New York, NY)
    …positioning into the development of product marketing materials + Partner with US Wealth Marketing Strategist to identify opportunities for new content for ... perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing… more
    Wellington (06/28/25)
    - Related Jobs

  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
    KeyBank (07/18/25)
    - Related Jobs

  • Marketing Strategist , Advisor Education

    Wellington (New York, NY)
    …of our clients. **About the Role** **Position** The Advisor Education Marketing Strategist will bring a unique set of skills and experiences including developing ... investment education programs for the US Wealth channel, marketing investment products to financial advisors and...Setting the long-term advisor education strategy for Wellington's US Wealth line of business and overseeing its ongoing execution.… more
    Wellington (06/28/25)
    - Related Jobs

  • Product Strategist , Fixed Income - Vice…

    BlackRock (New York, NY)
    …Overview:** The BlackRock Systematic (BSYS) Fixed Income Strategy Group is seeking a Product Strategist to work on the active fixed income business in the US. The ... BlackRock Systematic Fixed Income Strategy Group is seeking a Strategist to work on: + Drive business development and...SFI's mutual fund and ETF product offering in BlackRock's wealth channel with a focus on the Systematic Multi-Strategy… more
    BlackRock (07/20/25)
    - Related Jobs

  • Director - eFX Quant Strategist

    Scotiabank (New York, NY)
    Director - eFX Quant Strategist **Requisition ID:** 218979 **Salary Range:** 300,000.00 - 300,000.00 _Please note that the Salary Range shown is a guideline only. ... results, in an inclusive and high-performing culture. **Title: Director - eFX Quant Strategist ** **Global Banking and Markets** Global Banking and Markets (GBM) is a… more
    Scotiabank (06/03/25)
    - Related Jobs

  • Digital Strategist

    TD Bank (New York, NY)
    …**Line of Business:** Business Management, Strategy & Support **Job Description:** The Digital Strategist will be the key player in authoring the always on the ... the opportunity to identify and recommend digital priorities by Vertical (CDPP, RESL, Wealth , TDAF, and SB) P&L owners and channel owners (Contact Center and Stores)… more
    TD Bank (07/01/25)
    - Related Jobs

  • Aladdin Wealth Product Marketing, Vice…

    BlackRock (New York, NY)
    …other pooled investment vehicles, and the industry-leading iShares(R) ETFs **About Aladdin Wealth Tech** Aladdin Wealth Tech is BlackRock's technology business ... serving the global wealth management industry. We bring the best of Aladdin's...and retention among clients. As a go to market strategist , you will: - Conduct market research and competitive… more
    BlackRock (07/22/25)
    - Related Jobs