• Director , After- Tax Wealth…

    BlackRock (New York, NY)
    …role** This position is a joint role with two sets of overlapping responsibilities. The After- Tax Wealth Strategist has the key directive of explaining the ... construction problems involving risk, tax , and customization priorities **After- Tax Wealth Strategist Key Responsibilities:** + Provide subject matter… more
    BlackRock (08/22/25)
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  • US Private Bank - Wealth Strategist…

    JPMorgan Chase (Summit, NJ)
    …provide you with the opportunity to take your career to the next level. As a Wealth Strategist you will be responsible for delivering the firm's wealth ... net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies + Train, coach and develop… more
    JPMorgan Chase (08/27/25)
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  • Key Family Wealth Strategist

    KeyBank (Chicago, IL)
    …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the ... * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership...internal team and works closely with the Family Office Director to implement the client strategy * Is an… more
    KeyBank (09/04/25)
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  • Key Private Bank Fiduciary Strategist

    KeyBank (Hartford, CT)
    …estate and tax planning issues + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues by keeping current as to estate and ... 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The **Fiduciary Strategist ** is responsible for fulfilling the fiduciary responsibilities of KeyBank by… more
    KeyBank (09/02/25)
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  • Director , External Communications

    Tradeweb (New York, NY)
    …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... investor relations to ensure a compelling financial narrative. **Role Overview** As Director , External Communications, you will play a pivotal role in shaping… more
    Tradeweb (08/20/25)
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  • Senior Research Analyst, Social Determinants…

    City of New York (New York, NY)
    …TO: - Lead the development and analysis of surveys related to wealth and other social determinants of health (SDH), applying appropriate statistical methodology ... - Oversee analytic plans and protocols in conjunction with the Director of R&E, agency leadership, and academic partners - Author reports and journal articles;… more
    City of New York (08/08/25)
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