- PNC (Cleveland, OH)
- …have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Asset Management Group ... new and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment expertise to rigorously… more
- PNC (Philadelphia, PA)
- …have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Purpose Driven Investing (PDI) ... SRI and RI) * Ability to interpret and apply RI//ESG/PDI data to investment portfolio overlays and specific products/solutions within the ESG/RI/PDI universe. *… more
- Comerica (Bloomfield Hills, MI)
- Senior Investment Strategist , Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the ... of Wealth Management, the ability to articulate effectively on financial and investment related subjects, knowledge of Modern Portfolio Theory, risk-controlled… more
- UMB Bank (Denver, CO)
- …cycle, in the manner best suited to the clients' goals and objectives. The Senior Investment Strategist works directly with our most sophisticated and ... where you will leverage your expertise to oversee the management of investment advisory accounts on a discretionary basis. ** Portfolio Construction Desk**… more
- Edward Jones (Glendale, AZ)
- …client's financial plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing ... Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver more personalized,...the team *This position is known internally as a Senior Investment Consultant Edward Jones' compensation and… more
- Edward Jones (Phoenix, AZ)
- …Consultation is an area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of financial ... groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment and continued evolution… more
- City National Bank (AZ)
- …clients. Helps to attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they serve. ... **WEALTH STRATEGIST CNR** **WHAT IS THE OPPORTUNITY?** This position...planning. **What you will do** + Work closely with Senior Investment Consultants (SIC) and Financial Advisors… more
- Abbott (Chicago, IL)
- …Willis Tower, Chicago, IL location in the PA Public Affairs Division. The ** Senior Manager, Creative Strategist ** will oversee the development of creative briefs ... help Abbott's audience connect more deeply with the brand. Additionally, the Senior Manager, Creative Strategist will drive cross-functional storytelling by… more
- Truist (Raleigh, NC)
- …job description:** We are currently seeking a Cybersecurity Program Lead Strategist with hands-on experience managing multiple IGA platforms like Oracle Identity ... and Role Mining. In this role you will Work with key stakeholders, including senior leaders and executives, as well as LOBs to clearly define information security… more
- BlackRock (New York, NY)
- …and lead the creation, implementation, and quantification of enterprise solutions and portfolio investment strategies for corporate and public DB, DC, NDT, ... bodies, and internal teams. + Provide strategic advice and insights to senior management on financial matters, including investment strategies, risk management,… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** Works with key stakeholders, including senior leaders and executives, as well as LOBs to clearly define information ... risks, exposures and remediation. Collaborate with key team stakeholders and senior management to drive initiatives to completion and rollout, enhance security… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** Works with key stakeholders, including senior leaders and executives, as well as LOBs to clearly define information ... risks, exposures and remediation. Collaborate with key team stakeholders and senior management to drive initiatives to completion and rollout, enhance security… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …and 310 team members. Position Objective, Typical Duties, and Responsibilities As a Senior Investment Service Associate, you will play a crucial role within ... Summary World Investment Advisors - A World Company - is...Team leadership as needed. + Creating and Maintaining Model Portfolio Allocations + Create and update model portfolio… more
- Vanguard (Malvern, PA)
- …Finance Risk - Investment Risk Analyst + Investment Strategy Group - Investment Strategist + Portfolio Review Department - Investment Product ... Excellent relationship management and leadership skills. + Experience with investment research, portfolio management, trading, or ...Areas + Equity Investment Group - Equity Investment Specialist + Fixed Income Group - Senior… more
- PNC (New York, NY)
- …The successful candidate will have the opportunity to work directly with other senior portfolio managers and PNC's CIO. The successful candidate will be ... company's success. PNC's CIO team is searching for a senior Rates PM/ Strategist . As a Managing Director...communication and presentation skills are also required. * Bank investment portfolio and balance sheet experience is… more
- City National Bank (Woodland Hills, CA)
- …clients' investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics. + Solid product knowledge and ... **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior...existing clients. + Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB… more
- L3Harris (Melbourne, FL)
- Job Title: Senior Principal, Program Management - Lead Strategist Job Code: 13825 Job Location: Melbourne, FL OR Herndon, VA Job Description: As a member of the ... will lead the strategic planning process, assess market viability, prioritize investment direction, shape the portfolio , and provide consulting expertise… more
- Abbott (Abbott Park, IL)
- …that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and ... + Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings...at Abbott Park, Illinois, in Chicago's northern suburbs. The Senior Manager, Employee Advocacy and Engagement, reporting to the… more
- Edward Jones (Phoenix, AZ)
- …matter experts on the HNW team (ie, estate, tax, business owners, home office portfolio strategist . etc.) to create a holistic, customized financial plan for ... to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth… more
- Jacobs (Washington, DC)
- …(CAM), you will have the opportunity to lead a national account with senior executive sponsorship at the highest levels and ability to impact strategic business ... address client needs and recommend strategic actions to optimize our business development investment and market share growth. As a leader, we'll empower you to… more