- City National Bank (New York, NY)
- * SENIOR INVESTMENT STRATEGIST * WHAT IS THE OPPORTUNITY? The Senior Investment Strategist is a member of the investment research team ... outlook and translate those views into portfolio construction for clients. The Senior Investment Strategist leads the effort to generate materials to… more
- Edward Jones (St. Louis, MO)
- …plan to portfolio strategy. **What You Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the ... plan and ensuring alignment with goals and expectations. The Senior Portfolio Strategist are part of the...the team *This position is known internally as a Senior Investment Consultant Edward Jones' compensation and… more
- BMO Financial Group (Chicago, IL)
- …small businesses achieve real financial progress._ A BMO Zero Barriers to Business Senior Regional Strategist will help support the broader team's focus on ... businesses ) and achieving the bold commitments outlined through BMO EMpower 2.0. The Senior Regional Strategist serves as a strategic partner to P&BB Regional… more
- KeyBank (Seattle, WA)
- …1301 5th Avenue - Seattle, Washington 98101 Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… 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 planning ... services and implementation of the Edward Jones planning and investment solutions. We serve as a resource that our...reporting and support. **What You Will Do:** + Support Senior planner and partner with home office and third-party… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be ... Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship… 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 ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… 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 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 wealth… more
- Google (San Francisco, CA)
- …how their advertising can reach thousands of users. As a New Business Account Strategist , you will be a member of our Onboarding team, managing the on-boarding of ... + Provide advice and help our advertisers get the best return on their advertising investment by working closely with them in a consultative role. Google is proud to… more
- KeyBank (Seattle, WA)
- …ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. Designs and delivers ... Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client… more