- Edward Jones (Hartford, IL)
- …Jones products and services, and ongoing reporting and support. **What you'll do:** The Senior Tax Planning Strategist leverages the extensive resources of ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity...HNW clients with complex needs. They serve as the tax planning expert in partnership with the Senior… more
- Comerica (San Francisco, CA)
- …, Senior Vice President: The Senior Wealth Planning Strategist is responsible for supporting and enhancing high -net-worth prospect and client ... implementation of financial planning strategies, often involving complex financial, tax and estate planning issues. Position Competencies: Successful incumbents… more
- Comerica (Bloomfield Hills, MI)
- Senior Investment Strategist , Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios of ... high net worth clients utilizing an open architecture platform...financial regulatory environment, fiduciary standards and current and proposed tax laws. * Apply the Consultative Investment Management Process… 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 ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American Banker as one of the… more
- Public Citizen (Washington, DC)
- …been working to build the foundations for climate criminal prosecutions. We are seeking a Senior Legal Strategist to help build this new program, with a focus on ... and the climate crisis, fair trade, consumer protection, access to justice, tax policy, workplace safety, drug and medical device safety, healthcare, and more.… more
- Plante Moran (MI)
- Senior CRM Data Strategist + Location:...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But dig a ... their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be… more
- Edward Jones (Glendale, AZ)
- …serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth Management ... team** partners with financial advisors and clients to deliver the high -quality and actionable Advice, Planning, Products, and Services (APPS) required to… more
- City National Bank (AZ)
- **WEALTH STRATEGIST CNR** **WHAT IS THE OPPORTUNITY?** This position is responsible for further expanding City National Rochdale's relationships with its high ... attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they...the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in the… more
- BMO Financial Group (Naperville, IL)
- Designations: JD, CFP Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection… more
- BlackRock (New York, NY)
- …Healthcare Companies, Endowments & Foundations, Publics, Sovereign Wealth, and selective High Net Worth individuals and Family Offices. OCIO team members reside ... the world ready to serve their clientele in each region with a high degree of expertise regarding jurisdictional investing rules and regulations. The OCIO platform… more
- Harvard University (Cambridge, MA)
- …Office Location:USA - MA - Cambridge Business Title: Senior Director of Development, SEASSub-Unit: Salary Grade (https://hr.harvard.edu/salary-ranges#ranges) ... to learn and adapt to quickly function at a high level in a complex environment. + Must be...interests. Partner with Director of Industry Partnerships and other senior leaders within SEAS to evaluate additional funding sources… more
- City of New York (New York, NY)
- …and value-based payment/alternative payment models as necessary. -Along with the Senior Director, represent the office/division in public policy, behavioral health ... with and manage projects that include various levels of staff including senior leadership. PREFERRED SKILLS: -Strong research and analytical skills and the ability… more
- City of New York (New York, NY)
- …financing, and strategy in New York City. BEHS seeks to hire two (2) experienced Senior Data Analyst. The Senior Data Analyst will play a critical role in ... presentation and communication - Track record of developing innovative ideas and high -impact research - Excellent problem solving and analytical skills - Ability to… more
- City of New York (New York, NY)
- …York City. The Bureau of Equitable Health Systems, seeks to hire a Senior Healthcare Economist to lead analytical work related to OHSSA's Healthcare Accountability ... in supervising data analyst. Track record of developing innovative ideas and high -impact research. Excellent problem solving and analytical skills. Ability to design… more
- City of New York (New York, NY)
- …The Bureau of Equitable Health Systems seeks to hire an entrepreneurial Senior Policy Advisor with demonstrated experience in healthcare policies. DUTIES WILL ... Price transparency, All-Payer Claims Databases, and other employer-led strategies promote high -value care - Civil rights and non-discrimination in healthcare -… more
- City of New York (New York, NY)
- …positive mental health; preventing potential problems; and improving access to high quality, appropriate services to meet identified needs. We envision that ... program directors and staff. -Serve as part of a senior leadership team that helps to establish strategic direction...pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program… more
- Edward Jones (Phoenix, AZ)
- …and identify solutions to keep them on-track. **What you'll do:** + Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an ... subject matter experts on the HNW team (ie, estate, tax , business owners, home office portfolio strategist ....on established growth metrics. *Internally this role is titled Senior Wealth Strategist Edward Jones' compensation and… more
- Vibrant Emotional Health (New York, NY)
- …amount for the role. Vibrant Emotional Health's groundbreaking solutions have delivered high quality services and support, when, where and how people need it ... to reach their fullest potential. As the top people strategist , the responsibility of the CPEO will be to...be to manage the human capital while leading a high -performance culture and creating a positive, accountability-based work environment.… more
- Reynolds American (Winston Salem, NC)
- …to join our Consumer Marketing team as Lead Manager, Planning and Brand Activation Strategist for one of our category leading brands. In this high -touch role, ... plan that offers opportunity to save on pre- and post- tax basis up to 50 percent of eligible compensation....Savings Account start-up contribution for employees who elect the high deductible health plan + Flexible spending accounts for… more
- Regions Bank (Indianapolis, IN)
- …its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts ... related field + Five (5) years of Trust Administration, Estate/ Tax Law, Financial Planning or relevant experience including direct...fiduciary relationships and the administration of trust accounts + High School Diploma or GED and seven (7) years… more