- KeyBank (Tarrytown, NY)
- …competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist . + Shares intellectual capital with the Relationship Management ... growth goals. **ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors… more
- Citigroup (New York, NY)
- **Overview:** The Portfolio Strategist will play a key role on the Portfolio Strategy & Research team, reporting directly to the Head of Portfolio ... the communication of CIO house views, and producing actionable research and portfolio recommendations for advisors and clients. The ideal candidate will have direct… more
- Toyota (Plano, TX)
- …Treasury and Investment Group is looking for a passionate and highly motivated Portfolio Strategist . The primary responsibility of this role is to oversee ... required + Strong understanding of security pricing theories and models (Modern Portfolio Theory, Capital Asset Pricing Model, Net Present Value) and statistical… more
- Koniag Government Services (Fort Meade, MD)
- …Solutions, LLC, a Koniag Government Services company, is seeking a Mid Program Analyst ( Portfolio Manager/ Strategist ) with a TS/SCI clearance to support KPS and ... Solutions currently has an opening for a Mid Program Analyst ( Portfolio Manager) for the Defense Information System's Agency (DISA). **Essential Functions,… more
- Wellington (Boston, MA)
- …with those of our clients. **About the Role** **THE POSITION** Wellington is seeking a Portfolio Construction & Risk Strategist to work with the Portfolio ... Architecture team within Global Risk & Performance Strategy. The Strategist will collaborate with GRPS colleagues, portfolio managers, and IT professionals to… more
- KeyBank (Pepper Pike, OH)
- …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
- 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
- Biomat USA, Inc. (Lexington, KY)
- …on demand + Work closely with operations to support centers effectively + Field Marketing Strategist will oversee a portfolio of 21 to 37 centers + Travel up ... and driving engagement? We're looking for a Field Marketing Strategist to develop and execute strategies that enhance donor...Scale:** The estimated pay scale for the Field Marketing Strategist role based in the United States is $67,000… more
- KeyBank (Westlake, OH)
- …Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service ... clients. + Responsible for frequent communication with field team members on status of service requests and any additional information needed, as well as full documentation in Customer Relationship Management System (Salesforce) on status and resolution of… more
- KeyBank (Fort Myers, FL)
- …with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service ... client accounts. + Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer. + Remain knowledgeable about products, pricing, and features, as well as the relevant processes, procedures and… more
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