- City National Bank (Chicago, IL)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This position is responsible for expanding the CNR's relationships with its high ultra-high net-worth (UHNW**) ... clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of… more
- KeyBank (Chicago, IL)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
- S&P Global (Chicago, IL)
- …Specialist **The Role:** We are seeking an Associate Direct Indexing and Model Portfolios Strategist to join our Commercial team at S&P Dow Jones Indices. As an ... our indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will be… more