- Bank of America Corporation (New York, NY)
- …an impact, along with the power to make a difference. Join us!Job Description:The Executive Wealth Strategist works with corporate clients and individual ... companies in the delivery of the financial wellness benefit, Executive Wealth Services. Serving as the singular...of the team to deliver the full suite of wealth management services. The strategist answers client's… more
- Northern Trust (New York, NY)
- …and tax classification.10. Maintains current in-depth knowledge ofa full range of trust-oriented services (eg personaltrusts, living trusts, wills, investment ... management,security custody, financial consulting, estate,and tax planning).11. Develops and maintains an understanding ofall applicable federal, state, and local laws andregulations pertaining to fiduciary services andestate and tax planning to ensure the… more
- JP Morgan Chase & Co. (New York, NY)
- …global standards. As the Asset Wealth Management Events Business Management Strategist Executive Director you will have the opportunity to directly support ... Job DescriptionJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private...and foundations take a more intentional approach to their wealth or finances to better define, focus and realize… more
- Northwestern Mutual (New York, NY)
- …of innovation in financial services. We are actively seeking an energetic strategist to join Northwestern Mutual's client experience strategy team. The ideal ... create frameworks from scratch, and build business cases.Prepare and deliver executive updates, articulating insights and synthesizing complex ideas into crisp… more
- Nasdaq (New York, NY)
- …Governance and Investor Relations). The role demands an expert social media strategist and storyteller who is passionate about working with Nasdaq's leadership team ... leadership, marketing, sales and communications teams to develop organic, paid, executive and influencer campaigns across multiple social media platforms. The… more
- Prudential Financial (Newark, NJ)
- …within each business.Your Role: Vice President, StrategyWe are seeking a dynamic leader and strategist for the role of VP, Strategy. In this role, you will lead the ... materials, including business and strategic reviews to senior leaders, including Executive Leadership Team (ELT), US Operating Committee, the Board of Directors… more
- Bank of America (New York, NY)
- Executive Wealth Strategist Charlotte, North Carolina;New York, New York; Chicago, Illinois; Dallas, Texas; Los Angeles, California **Job Description:** At ... with the power to make a difference. Join us! **Job Description:** The Executive Wealth Strategist works with corporate clients and individual executives of… more
- Wells Fargo (New York, NY)
- The Digital Channels Strategy and Optimization Strategist leads the function which manages Wells Fargo's valuable marketing inventory across its owned digital media ... lines of business including the Consumer and Small Business Banking group, Wealth & Investment Management, and Brand Marketing. The Enterprise Marketing Services… more
- Capco, a Wipro Company (New York, NY)
- …growth for our financial services clients in banking, insurance, capital markets, and wealth management. **What you'll get to do** + Lead the development and ... campaign performance through actionable KPIs and dashboards, presenting insights to executive leadership. + Support client workshops to uncover insights, understand… more
