- Citigroup (New York, NY)
- The Advanced Financial Planning Strategist is a financial planning professional who closely follows the latest trends in their field and adapts ... information and strategy. **Responsibilities:** The Citi Personal Wealth Management (CPWM) Advanced Financial Planning Strategist will report to the… more
- City National Bank (Beverly Hills, CA)
- …NEED TO SUCCEED?* *Required Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience ... with an emphasis on business owner wealth and succession planning . *WHAT WILL YOU DO?* * Work with Sr....Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial … more
- Fiserv (Coral Springs, FL)
- …money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a ... come make a difference at Fiserv. **Job Title** Workplace Strategist **What does a successful Workplace Strategist ...will utilize your expertise in data analysis and strategic planning to drive improvements in workplace technology and space… more
- Edward Jones (West Palm Beach, FL)
- …a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? ... a strong background in the many complex needs of financial planning as well as a deep...Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the client's… more
- Ameren (St. Louis, MO)
- …management, energy delivery asset management, operations, performance improvement, accounting, financial reporting, analysis or modeling, and business planning ). ... management, energy delivery asset management, operations, performance improvement, accounting, financial reporting, analysis or modeling, and business planning ).… more
- Jacobs (Atlanta, GA)
- …relationships with key clients and/or teaming partners in aligned accounts. * Advanced proficiency in using Salesforce for account planning and opportunity ... Jacobs Cities and Places East Region is seeking a highly motivated Account Strategist (AStrat) to support the implementation of the market growth strategy. This… more
- Cushman & Wakefield (Kansas City, MO)
- **Job Title** Spatial Data Strategist **Job Description Summary** The Spatial Data Strategist on a Space Management team is to help solve business problems by ... building standard and ad hoc dashboards. Provide strategic space and occupancy planning expertise in support of long-term supply and demand planning , real estate… more
- US Bank (St. Paul, MN)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** The PWM Wealth Strategist is responsible for working with Private Wealth Advisor...the relationship team to meet all of client's wealth planning , estate planning and wealth transfer needs.… more
- Zions Bancorporation (Salt Lake City, UT)
- …preferred. + Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications ... We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our...The ideal candidate will have a strong background in financial planning , estate planning , wealth… more
- Capgemini (New York, NY)
- …businesses, people and planet._ **YOUR ROLE** _We are looking for a Senior Strategist with expertise in commercial strategy and a passion for creating sustainable ... development, account growth, or client relationship management in sustainability, net zero planning , or a related field with 5 years of experience in consulting… more