- Edward Jones (Scottsdale, AZ)
- …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 (Scottsdale, AZ)
- …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
- KeyBank (Seattle, WA)
- …and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice ... to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.). + Provide timely feedback to the Relationship Manager… 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
- KeyBank (Seattle, WA)
- …of KeyBank by providing expert trust administration and counsel to High -Net-Worth clients and their beneficiaries. Within the relationship management team, ... accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within… 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
- Amazon (Redmond, WA)
- …strategic vision, updates, goals, program changes and roadmap to stakeholders and senior leaders. Export Control Requirement: Due to applicable export control laws ... is to optimize all Facilities operations within Kuiper environments to support high -velocity satellite production. Basic Qualifications - 5+ years of program or… more
- Wells Fargo (New York, NY)
- …Qualifications:** + Experience developing integrated communications strategies for Commercial Real Estate clients + Experience counseling executives on high ... executive communication program for the leadership of Commercial Real Estate (CRE), one of the core businesses of the...This position will also serve as the media relations strategist and liaison for the business. The position will… more