- 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
- City National Bank (New York, NY)
- …outlook and translate those views into portfolio construction for clients. The Senior Investment Strategist leads the effort to generate materials to ... * SENIOR INVESTMENT STRATEGIST * WHAT...* SENIOR INVESTMENT STRATEGIST * WHAT IS THE OPPORTUNITY?...investment research team, as well as externally facing Senior Investment Consultants and Portfolio … 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
- Edward Jones (Phoenix, 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 (East Saint Louis, IL)
- …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 (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
- 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
- Microsoft Corporation (Santa Monica, CA)
- XBOX is looking for a **Creative Strategist ** to direct creative vision for game IP in the XBOX portfolio . In partnership with key stakeholders and leaders, you ... for current and future projects. Additionally, as a Creative Strategist you will also play a key role in...AAA titles as a Creative Director or in a senior creative role. + Demonstrated expertise in developing engaging,… 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
- Comerica (Frisco, TX)
- …the subject matter expert and provide advice and strategic direction to the frontline Investment Strategist within the Personal Wealth region teams. * Be a ... CIO will be a key member of the WM Senior Leadership Team and will provide enterprise wide leadership...Leadership Team and will provide enterprise wide leadership of Investment Strategy, Portfolio Construction and enhancement of… more
- City National Bank (Las Vegas, NV)
- …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: 18310 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
- Edward Jones (St. Louis, MO)
- …tax and estate planning. + Deep, expansive subject matter expertise on economic, investment , and portfolio management strategies and concepts. + Advanced skills ... of the business. Along with direct responsibility of the strategist team, the Director will also be responsible for...on client and branch team feedback. + Partner with senior leaders and key stakeholders across the firm to… more
- Amazon (Nashville, TN)
- …WWAS Tech businesses. Key job responsibilities The ideal candidate plays the role of strategist who masterfully uses data to tell to tell a compelling story, connect ... by creating mechanisms such as: Success Profiles, Talent Assessment and Leadership Investment Planning based on the business needs. * Partner with business leaders… more
- American Bankers Association (Washington, DC)
- …provider in the industry across all dimensions of wealth management (planning, investment management, trust, private banking). The Market Manager will assess the ... will track and analyze the performance of the wealth management training portfolio for profitability and trending data to provide ongoing guidance to executive… more
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