- 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
- Edward Jones (Tempe, 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 At Edward Jones, we… more
- BlackRock (New York, NY)
- …learning, and data-driven insights to enhance decision-making processes and optimize portfolio performance. The BlackRock investment institute (BII) leverages ... markets, asset classes, and client segments to help our portfolio managers deliver positive investment results for...the Head of Macro, this Economist will be a senior member of a small team globally responsible for… more
- Robert Half (Los Angeles, CA)
- JOB REQUISITION AI Strategist Senior Manager LOCATION LOS ANGELES ADDITIONAL LOCATION(S) BOSTON, NEW YORK CITY, SAN FRANCISCO JOB DESCRIPTION You Belong Here The ... creative thinking, our team is looking for an AI Strategist to help solve these challenges with Data +...+ You have interest in working with a diverse portfolio of clients across industries. Do Your Talents Include… more
- Edward Jones (Scottsdale, AZ)
- …Consultation is an area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of financial ... and ongoing reporting and support. **What you'll do:** The Senior Tax Planning Strategist leverages the extensive...Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment… more
- Edward Jones (St. Louis, MO)
- …to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth ... If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you!...and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning… more
- L3Harris (Melbourne, FL)
- …will lead the strategic planning process, assess market viability, prioritize investment direction, shape the portfolio , and provide consulting expertise ... activities critical to the Sector and Division. In addition, the division Strategist will also lead division strategic initiatives, campaigns, and growth synergies.… 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...and PNAS. The Nudge Unit currently supports a broad portfolio of projects to improve care within Penn Medicine… more
- Edward Jones (Tempe, AZ)
- …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 branch teams can utilize to implement… 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
- 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
- PNC (New York, NY)
- …The successful candidate will have the opportunity to work directly with other senior portfolio managers and PNC's CIO. The successful candidate will be ... company's success. PNC's CIO team is searching for a senior Rates PM/ Strategist . As a Managing Director...communication and presentation skills are also required. * Bank investment portfolio and balance sheet experience is… more
- Bank of America (New York, NY)
- …Advisor consultations and portfolio reviews. **Job Responsibilities:** + Support Senior UHNW Portfolio Strategist client/prospect cases through subject ... years of general financial industry experience + Previous experience in portfolio construction, manager selection (traditional or alts), investment management… 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
- Robert Half (Chicago, IL)
- JOB REQUISITION Adobe Analytics Senior Consultant - Protiviti Digital LOCATION CHICAGO ADDITIONAL LOCATION(S) ATLANTA - PEACHTREE RD, DALLAS, HOUSTON, WASHINGTON DC ... Protiviti Digital is seeking a Digital Analytics Consultant and Strategist to work with our amazing roster of clients...our clients . What You Can Expect As a Senior Consultant, you will be a mentor, trainer, and… more
- Edward Jones (Tempe, AZ)
- …matter experts on the HNW team (ie, estate, tax, business owners, home office portfolio strategist . etc.) to create a holistic, customized financial plan for ... personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on...on established growth metrics. *Internally this role is titled Senior Wealth Strategist At Edward Jones, we… more
- PNC (Pittsburgh, PA)
- …servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist ... their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Portfolio Management & Analytics… more
- BlackRock (New York, NY)
- …BlackRock's Portfolio Management Group ("PMG"), which comprises over 1,200 investment professionals located in more than 50 offices around the world. ... role** **Background:** BlackRock is a premier provider of global investment management services. As of March 31, 2024 we...New York and London and is seeking a Product Strategist to assist in driving business growth related to… more
- Jacobs (Washington, DC)
- …(CAM), you will have the opportunity to lead a national account with senior executive sponsorship at the highest levels and ability to impact strategic business ... address client needs and recommend strategic actions to optimize our business development investment and market share growth. As a leader, we'll empower you to… more