- 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 ... **Duties & Responsibilities** Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and… more
- Comerica (Charlotte, NC)
- Senior Investment Strategist , Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the ... worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for maintaining meaningful client contact. The successful… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Asset Management Group ... manager's discretion. Preferred skills/experience include: * Macroeconomics experience * Investment strategy experience * Equity, fixed income, alternative investments… more
- MetLife (New York, NY)
- …experiences focused on delivery of customer and business value. The Role: The Senior Experience Strategist sits within CXD. They will be responsible for ... experience strategy practices to translate that mindset into tangible outputs. The Senior Experience Strategist will leverage user research and design strategy… more
- Edward Jones (St. Louis, MO)
- …products and services, and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of our home ... area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery...as the Estate Planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and… more
- Edward Jones (St. Louis, MO)
- …supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Wealth Management Advice ... complex client needs and goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our...on the firm's full suite of financial planning tools, investment offerings and how they're leveraged to help clients… more
- Principal Financial Group (Des Moines, IA)
- …campaigns that drive sales using customer insight data? If so, join Principal as a ** Senior Telesales Marketing Strategist ** , where you will be at the forefront ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be ... Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship… more
- AIG (Atlanta, GA)
- Senior Product Strategist Be part of...and we need your help. With the support and investment needed to explore new frontiers in generative AI, ... you'll be working alongside talented colleagues, innovating and leading projects that will transform how we manage risk and serve our customers. This team is central to our vision of the future and the core of our business offering. We will incorporate… more
- Google (San Francisco, CA)
- …for a substantial portion of Google's advertising business growth across the globe. As a Senior New Business Account Strategist , you will be a critical member of ... strategic advice and help our advertisers get the best return on their advertising investment by working closely with them in a consultative role. Google is proud to… more
- Zions Bancorporation (Dallas, TX)
- …the talent; we bring the opportunity. We are seeking an experienced and highly motivated Senior Wealth Planning Strategist to join our team in Dallas, TX and ... Proficiency in financial planning software and tools. + In-depth knowledge of investment products, tax laws, and estate planning strategies. Benefits: + Medical,… more
- The MITRE Corporation (Mclean, VA)
- …and a foundation of skills in generating impact. As our Enterprise Business Strategist , you will contribute to a team that provides technical consulting in the ... using the information to evaluate progress and determine future investment of time and resources. + Participate in the...using the information to evaluate progress and determine future investment of time and resources. + Ability to conduct… more
- Edward Jones (Phoenix, AZ)
- …newer associates on the team *This position is known internally as a Senior Investment Consultant Edward Jones' compensation and benefits package includes ... in client's financial plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing the… more
- Medical Mutual of Ohio (Brooklyn, OH)
- …a culture of continuous improvement.** + **Performs other duties as assigned.** ** Senior Medicare Advantage Customer Experience Strategist ** + **Plans and ... and patterns, applying them to business processes and member experience. ** Senior Medicare Advantage Customer Experience Strategist ** **Education and… more
- City National Bank (CA)
- …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
- BMO Financial Group (Hinsdale, IL)
- …with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with ... + Protects the Bank's assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations,… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...our clients. **About the Role** The US Wealth Marketing Strategist will serve as a strategic thought partner for… more
- Amazon (Boston, MA)
- …understanding complex business relationships, and developing a quantitative return on investment Key job responsibilities Key job responsibilities * Work directly ... with senior leaders in the business, partnering with Finance, HR...A day in the life As a Principal Workforce Strategist within AWS, you will partner with the business… more
- Deloitte (Atlanta, GA)
- …trends to architect future business strategies. We are seeking a highly skilled Senior Solution Specialist to join our Strategy Offering. The ideal candidate will ... financial performance indicators (KPIs), and prepare detailed reports for senior management and federal government stakeholders. + Collaborate with cross-functional… more
- Bentley Systems (PA)
- **Financial Market Strategist (North America)** **Location:** Home-Based, US As a member of the Infrastructure Policy Advancement team, you will be responsible for ... growth. **Your Day-to-Day:** **Influence and Educate** + Advocate for infrastructure investment terms that match the needs of institutional investors (eg, pension… more