- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... needs - and translating these insights into actionable strategies with the executive team. + Build and scale HR infrastructure, compensation frameworks, and… more
- Somatus (Mclean, VA)
- …+ Deliver timely, reliable financial analysis and performance metrics **to executive and senior** **leadership** and the Board, including forecasting, budgeting, and ... and scalable growth in dynamic environments. + **A performance-driven strategist with metrics** **expertise** - Skilled in financial planning,...You:** We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and… more
- 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 ... you will be an internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the Private Bank offers. **Job… more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning… more
- Truist (Philadelphia, PA)
- …Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients ... is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of complex estate… more
- Truist (Houston, TX)
- …and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and ... a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Success is measured against the ability to positively… more
- HUB International (Pittsburgh, PA)
- …protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest ... the place for you.** We currently have an opportunity for a **Consulting Strategist ** to join our **Employee Benefits** team **.** **Overall Purpose** The Consulting… more
- Regions Bank (Atlanta, GA)
- …the system. **Job Description:** At Regions, the Procurement Sourcing Category Strategist provides day-to-day management of larger, more complex sourcing initiatives ... projects. Associates in this role interact daily with senior and executive level associates within business units to accomplish objectives. **Primary… more
- Brunswick (Mettawa, IL)
- …management across the enterprise, while serving as a trusted advisor to executive leadership on external positioning, messaging, and crisis response. Reporting to ... protecting and promoting Brunswick's brand and business. It requires a strong strategist who can think long-term while acting decisively in the moment-particularly… more
- Charles Schwab (Westlake, TX)
- …solutions enterprises at Schwab - Banking & Trust Services, Schwab Asset Management, and Wealth & Advice Solutions - that serve the needs of our Retail, Advisor ... and external stakeholders. The director works closely with members of the Executive Council and their leadership teams to develop and drive internal communications… more
- Vanguard (Malvern, PA)
- …capacity, and update expectation models. Summary You are a commercial strategist and operator who blends analytics, field empathy, and cross-functional leadership. ... You've built GTM designs and led activation in asset management, wealth , or financial advisor services, and you understand the rhythms of advisor-facing distribution… more
