- Edward Jones (West Palm Beach, FL)
- … strategy. **What You Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the client's financial ... plan and ensuring alignment with goals and expectations. The Senior Portfolio Strategist are part of the durable, client-facing team that works closely… more
- Amazon (San Francisco, CA)
- …key leader within Amazon's Global Real Estate & Facilities (GREF) team, the AMER Portfolio Strategist role will oversee the creation and delivery of portfolio ... with a wide range of teams including Amazon Business Orgs, Regional Portfolio Management, Occupancy Planning, Design and Construction, IT, Security, Workplace, and… more
- Brunswick (Fond Du Lac, WI)
- …to drive developing and executing strategies for the company's entire product portfolio . Focusing on market trends, competitive analysis, and resource allocation to ... maximize value and achieve business goal. The Mercury portfolio includes a comprehensive and industry leading list of...work and a distinct ability to deliver.** Essential Functions: Portfolio Planning & Vision: + Develop and maintain a… more
- KeyBank (Seattle, WA)
- …and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... the Key Private Bank platform and process as a portfolio advisor. + Responsible for either meeting or exceeding...enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a… more
- Edward Jones (Scottsdale, AZ)
- …groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment and continued evolution ... is an area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of financial planning services and… more
- US Tech Solutions (San Francisco, CA)
- …**Mandatory:** + 4+ years of experience as a UX writer, tech writer, content strategist or similar. + Portfolio of UX-focused writing samples and style ... guidelines. + Experience working in hardware, software, digital agency, customer support documentation, or related field. + Familiarity with web and mobile UI design principles and practices. + Basic knowledge of a design tool like Figma or Sketch would be a… more
- BlackRock (San Francisco, CA)
- …investment success. They are seasoned investment professionals embedded in our portfolio management teams, playing a central role in facilitating connectivity ... this role** We are actively searching for a Product Strategist to work with our Technology Equities team in...of the role will be to work alongside the portfolio managers, sales teams, other FE Product Strategists, marketing… more
- Edward Jones (Dallas, TX)
- …matter experts on the HNW team (ie, estate, tax, business owners, home office portfolio strategist . etc.) to create a holistic, customized financial plan for ... deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management… more
- BlackRock (New York, NY)
- …experience working with wealth advisors, and looking to grow into a Portfolio Strategist role. **Key Responsibilities:** + Manage content publication process: ... **About this role** **Job Title: Wealth Portfolio Insights Analyst/Associate** **Location:** San Francisco, CA or...**Location:** San Francisco, CA or New York, NY BlackRock's Portfolio Insights for Wealth team translates the best of… more
- First Horizon Bank (Chicago, IL)
- …mortgage bonds. Field requests from sales representatives and customers for bond and portfolio analysis. The Strategist will utilize both internal and external ... **Description** The Strategist will be a member of the Mortgage...that demonstrates ability to analyze fixed income securities and portfolio composition. Proficiency in Excel and PowerPoint required. +… more