- BlackRock (New York, NY)
- …position is a joint role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key directive of explaining the intersection of ... and construction problems involving risk, tax, and customization priorities **After-Tax Wealth Strategist Key Responsibilities:** + Provide subject matter… more
- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:**...Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on… more
- 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
- City National Bank (New York, NY)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the ... and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU DO?* *...WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze… more
- Wellington (New York, NY)
- …teams on cross-regional initiatives. Specific responsibilities include: + Partner with US Wealth Marketing Strategist to identify opportunities for new content ... perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing… more
- City National Bank (New York, NY)
- …Safe Act. *Additional Qualifications* * State insurance licenses, CIMA or Cannon Certified Wealth Strategist designation preferred. * MBA preferred * In depth ... CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth Strategist designation. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary:… more
- 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
- BlackRock (New York, NY)
- …and developing BlackRock's client relationships, including within the wealth , institutional and consultant channels. **Position Overview:** BlackRock's Fundamental ... Fixed Income (FFI) group is seeking a Short Duration Product Strategist who will assist in client deliverables, product positioning, commercialization and… more
- Microsoft Corporation (New York, NY)
- …opportunity has become available as a **Strategic Account Technology Strategist - Financial Services** responsible for the technology relationship between Microsoft's ... biggest FSI customer and the world's largest Wealth Management bank. Thie client is on a cloud and AI transformation journey with Microsoft as the chosen partner for… more
- Bank of America (New York, NY)
- …**Job Description:** As a fundamental strategist on the US Equity and ... to both internal and external clients. As an Equity Strategist , the candidate will assist the team with applying...sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform) and the media. +… more