- Edward Jones (St. Louis, MO)
- …understand how upcoming changes in legislation and regulatory environment may impact High Net Worth estate /legacy planning and proposed client strategies. ... with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables.… more
- Edward Jones (St. Louis, MO)
- …and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This team sits ... services that our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high -net-worth (HNW) client… more
- Rock Family of Companies (Detroit, MI)
- …having the opportunity to become the best version of yourself. As a Senior Production Strategist , you'll develop strategies, set priorities, and define business ... is made up of nearly 100 separate businesses spanning fintech, sports, entertainment, real estate , startups and more. We're united by our culture - a drive to find… more
- JPMorgan Chase (New York, NY)
- …Bank Advisors to help clients make well-informed decisions and achieve their goals. The Senior Tax Strategist will report directly to the Head of Tax Strategy ... on critical wealth structuring techniques and strategies used across the high net worth wealth spectrum. **Job Responsibilities** + **Engaging with clients:**… more
- Edward Jones (St. Louis, MO)
- …You Apart:** + Mastery of financial planning, investment strategies, tax planning, and estate planning. + Extensive experience dealing with high net worth ... If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you!...complex client needs and goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our… more
- Amazon (Seattle, WA)
- …to manage, assign, and report on plans for AWS employees and team. The Workplace Strategist will be expected to align real estate strategy to business needs in ... Amazon. As a key leader within Amazon's Global Real Estate & Facilities (GREF) team, the regional AWS Workplace... & Facilities (GREF) team, the regional AWS Workplace Strategist role will oversee AWS teams' space allocations and… more
- Amazon (San Francisco, CA)
- …Global Real Estate & Facilities (GREF) team, the AMER Portfolio Strategist role will oversee the creation and delivery of portfolio-wide AMER transaction ... consolidate, close etc. sites to GREF decision makers and senior Business leaders for alignment. The Manager will be...alignment. The Manager will be expected to align real estate strategy to business needs in partnership with key… more
- Citizens (New York, NY)
- Description Citizens is seeking a dynamic and strategic Vertical Marketing Strategist to spearhead marketing efforts for our key verticals: Private Equity and ... Venture Capital, Innovation Economy, Commercial Real Estate , and other industry verticals. The ideal candidate will...verbal and written. + Ability to build trust with senior leaders by delivering strategic marketing solutions. + Strong… more
- BMO Financial Group (San Francisco, CA)
- Provides wealth planning (advanced financial planning) guidance and counsel to the High Net Worth (HNW) client segment. Works collaboratively in partnership with ... Wealth Advisors and Senior Wealth Strategists to develop and deliver a client-centric...experience, from discovery to financial planning analysis, development of high value wealth plans and recommendations, to coaching/assisting with… more
- Edward Jones (St. Louis, MO)
- …**Job Overview** **Position Schedule:** Full-Time The Director of Tax & Estate Strategy is responsible for providing thought leadership and strategic development ... specialized professionals that support the delivery of tax and estate planning that is part of the comprehensive and...financial planning and wealth management services for the firm's High Net Worth (HNW) segment. This team sits within… more
- Netflix (Los Gatos, CA)
- …can change their plans at any time. We are seeking a Space & Occupancy Strategist and Planner, reporting to the Director of Space & Occupancy Strategy, to support ... tracking changes of workplace occupancy of Netflix's evolving real estate portfolio in the UCAN region. The S&O team...highly visible projects for a wide range audience (ie: senior leadership) containing but not limited to workplace standards,… more
- BlackRock (New York, NY)
- …including: + Direct Lending; + Growth Debt; + Opportunistic Debt; + Real Estate Debt; and + Multi-Debt Solutions BlackRock's Global Private Debt Product Strategy ... partners worldwide. The team is seeking an experienced Product Strategist to support our Private Debt platform, focusing on...of projects to deliver successful fundraises, with support from senior team members, to ensure that they are delivered… more