- 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
- Charles Schwab (New York, NY)
- …as well as industry conferences. In this role you will work extensively with the Senior Investment Strategist to both learn about and contribute to the ... requirements, media requests, and other various administrative functions for the Senior Investment Strategist . This opportunity is project-based and will… more
- Vanguard (Malvern, PA)
- …methodology. Performs detailed methodology audits and makes recommendations on changes to senior investment committee. + Co-authoring white papers and journal ... + Manage and implement multi-asset class portfolios in alignment with Vanguard's investment objectives, continually optimizing for better investment outcomes for… more
- Edward Jones (Tempe, AZ)
- …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
- 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
- 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
- L3Harris (Melbourne, FL)
- …will lead the strategic planning process, assess market viability, prioritize investment direction, shape the portfolio, and provide consulting expertise and project ... activities critical to the Sector and Division. In addition, the division Strategist will also lead division strategic initiatives, campaigns, and growth synergies.… more
- Edward Jones (Tempe, AZ)
- …to develop newer associates on the team *This position is known internally as a Senior Investment Consultant At Edward Jones, we value and respect our associates ... in client's financial plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing the… more
- University of Pennsylvania (Philadelphia, PA)
- …lived and expert experience into the design process.This role will report to the Senior Design Strategist follows a hybrid work schedule, requiring 2-3 days a ... resources, and much more. Posted Job Title Associate Design Strategist (Department of Emergency Medicine) Job Profile Title Manager...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. + Time Away… more
- City National Bank (New York, NY)
- …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
- Edward Jones (St. Louis, MO)
- …plan to portfolio strategy **What You Will Do:** The Associate Portfolio Strategist is the investment specialist responsible for assisting with bringing ... Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and… 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 (Seattle, WA)
- …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
- Huntington National Bank (Columbus, OH)
- Description Enterprise Marketing Strategist The Enterprise Marketing Strategist will play a key role in shaping Huntington's marketing efforts for strategic ... with the analytics team to understand the return on marketing investment Preferred Qualifications: + Understanding of marketing automation best practices, lead… more
- Vanguard (Malvern, PA)
- Program Manager Platform Strategist Our mission starts with you! We are seeking a Program Manager Platform Strategist to drive thought leadership and strategic ... oversight of our investment products and platforms. This role is pivotal in...initiatives that span multiple products and divisions. As the Senior Product and Platform Manager, you will be instrumental… 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 ... + Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings...audience connect more deeply with the brand. Additionally, the Senior Manager, Creative Strategist will drive cross-functional… more
- Truist (Charlotte, NC)
- …programs, which includes: providing strategic direction, financial oversight, and investment prioritization of new security controls/initiatives to address emerging ... threats; managing portfolio reporting and delivery of cybersecurity controls/capabilities to address risks in our environment. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be… more
- Morgan Stanley (Alpharetta, GA)
- …is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The ... Management strategy. A&D supports Wealth Management's business objective of delivering investment advice and driving tactical decision making at scale by utilizing… more
- Edward Jones (St. Louis, MO)
- …Consultation is an area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of financial planning ... services and implementation of the Edward Jones planning and investment solutions. We serve as a resource that our...the ability to influence without authority with peers and senior leaders. + Manage, create, and ensure adherence to… more