- KeyBank (Cleveland, OH)
- … 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 (Princeton, NJ)
- …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)
- …bring 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
- Citizens (San Francisco, CA)
- Description As the Growth Strategist for Private Bank/Private Wealth , your primary responsibilities are to nurture and build brand equity for Citizens Private ... pricing, value proposition and competitive differentiators + Partner with Private Bank and Wealth leadership teams as well as key business partners to ensure… more
- 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
- KeyBank (Seattle, WA)
- …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 (Columbus, 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
- BlackRock (San Francisco, CA)
- …a good understanding of the needs of a wide range of clients including wealth managers, private banks, family offices, pension funds, and official institutions. ... product and market knowledge. Fundamental Equities (FE) is a key division at BlackRock with over $200bn of assets...this role** We are actively searching for a Product Strategist to work with our Technology Equities team in… more
- KeyBank (New York, NY)
- …discovery conversations and establishes client goals in coordination with the Family Strategist + Develops and maintains ongoing Wealth Issues Reviews and ... Insights and Internal Partners. + Works closely with the Family Wealth Consultant and Regional Planning Strategist ensuring there are comprehensive tax,… more
- BlackRock (Philadelphia, PA)
- …equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this ... transition and construction problems involving risk, tax, and customization priorities ** Key Responsibilities** . Support our clients with modeling involving the… more