- AllianceBernstein Holding LP (New York, NY)
- Who You'll Work With: AllianceBernstein's Insurance team is seeking an Investment Strategist , reporting to the Head of Allocation and Strategy. This person will ... plus Who We Are: We are a leading global investment management firm offering high-quality research and...investment services to institutional clients, retail investors, and private- wealth clients in major markets around the globe. With… more
- State Street Corporation (Boston, MA)
- Who we are looking for The Sector Research Strategist provides investment research and competitive product positioning as part of the Sector ETF Research team. ... The role is based in Boston, MA. The Strategist will demonstrate the expertise of our investment...of experience and trillions of dollars in assets under management , we offer one of the broadest selections of… more
- State Street Corporation (Boston, MA)
- …succeed in this role Sector investing sales, strategist or portfolio management experience The ability to discuss Sector investment concepts and articulate ... will be joining is a part of State Street investment Management , one of the largest asset...Programs to help you match your needs. And our wealth of development programs and educational support will help… more
- KeyBank (Beachwood, OH)
- …to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA)… more
- Frost Bank (Midland, TX)
- …Additional Preferred Skills: FINRA Series 7, 63, & Group 1 license. Certified Wealth Strategist designation Property & Casualty Insurance license Frost Benefits: ... or equivalent work experience 2+ years in a customer facing relationship management role, preferably within the financial services industry Proven record of success… more
- Bank of America (San Francisco, CA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/ Wealth - Strategist \_25024971) **Job Description:** Merrill Wealth ... Wealth Strategist San Francisco, California **To... Management is a leading provider of comprehensive wealth management and investment products… more
- Truist (Atlanta, GA)
- …solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Senior Strategist provides the strategic vision for a wealth ... (United States of America) **Please review the following job description:** The Truist Wealth Omni Digital Senior Strategist is responsible for working in… more
- PNC (Cherry Hill, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you will be ... overall mission and vision of the business. Coordinates/conducts acquisition, performance management , mentoring and coaching reviews of Wealth Strategists while… more
- Zions Bancorporation (Salt Lake City, UT)
- …the talent; we bring the opportunity. We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office ... candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management , and business… more
- PNC (Nashville, TN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be based in ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management … more
- KeyBank (Cleveland, OH)
- …degree in a business-related field. + 15 years of experience in the investment management field. + Excellent interpersonal and communications skills (both ... a Portfolio Strategist . + Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting **Administration** +… more
- BMO Financial Group (Winnetka, IL)
- …knowledge of financial institutions, services and products. + Broad knowledge of investment management principles, economics and financial markets. + Seasoned ... professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning… more
- UMB Bank (Leawood, KS)
- Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From ... suited to the clients' goals and objectives. The **Senior Investment Strategist ** works directly with our most... investment strategy on a discretionary basis. Relationship Management and Sales Support Assist Wealth Advisors… more
- KeyBank (Hartford, CT)
- … Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, ... state specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues by keeping current as to… more
- BlackRock (New York, NY)
- …possess a strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They will also have a good ... commercial and investment success. They are seasoned investment professionals embedded in our portfolio management ...preferred. + 10 years' professional experience in asset / wealth management , equity research, equity sales, or… more
- Bank of America (Dallas, TX)
- …selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors + ... Ultra High Net Worth Portfolio Strategist Dallas, Texas **To proceed with your application,...and 66 licenses **Skills:** + Market Analysis + Portfolio Management + Wealth Planning + Analytical Thinking… more
- Wellington (Boston, MA)
- …Specific qualifications include: + 10+ of investment marketing or product management experience within the US intermediary and wealth channel, including ... **About Us** **Wellington Management ** offers comprehensive investment management...a unique set of skills and experiences including developing investment education programs for the US Wealth … more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Director - eFX Quant Strategist **Requisition ID:** 218979 **Salary Range:** 300,000.00 -...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
- BlackRock (New York, NY)
- …Vice President / Director** **Firm Overview:** BlackRock is a global leader in investment management , risk management and advisory services for institutional ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management , advisory and… more
- KeyBank (Toledo, OH)
- …**ESSENTIAL JOB FUNCTIONS:** **Fiduciary Expertise** + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. + Designs and ... tax- related issues. + Applies sound fiduciary judgment to trust matters. **Client Management ** + Works with Investment Sales Specialists (ISSs) and RMs to… more
