- KeyBank (Chicago, IL)
- … Family Office Director to provide the level of service clients expect from Key Family Wealth . * Responsible for retaining and deepening relationships ... for internal and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for… 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 ... candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business… more
- KeyBank (Hartford, CT)
- …the Strategist identifies opportunities to protect, grow and transition family wealth . They deliver national expertise locally through the engagement ... - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The **Fiduciary Strategist ** is responsible for fulfilling the fiduciary responsibilities of...of Wealth Services or other Specialty Services Teams as an… more
- Coinbase (New York, NY)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset ... them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and an...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose,… more
- Benco Dental (Pittston, PA)
- Pricing Strategist /Senior Pricing Strategist Location: Pittston, PA Business Unit: Marketing START YOUR APPLICATION ... Location: Pittston, PA. This is a hybrid position. Pricing Strategist /Senior Pricing Strategist at Benco Dental At...Benco Dental At Benco Dental, our company is our family , and we are looking for a new addition… more
- Comerica (Auburn Hills, MI)
- …translate data findings into actionable recommendations that influence business decisions. The Data Strategist II also plays a key role in communicating results ... Job Description DATA STRATEGIST II The Data Strategist II...investigation using analytical tools to identify trends, anomalies, and key drivers of business trends. Design analytical approaches or… more
- KeyBank (Palm Beach Gardens, FL)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship… more
- KeyBank (Toledo, OH)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. + Designs and delivers sophisticated fiduciary solutions, using relationship… more
- BlackRock (New York, NY)
- …solutions to clients ranging from corporate treasurers to government institutions, to family offices and wealth management clients. This Vice President will ... managing and developing BlackRock's client relationships, including within the wealth , institutional and consultant channels. **Position Overview:** BlackRock's Fundamental… more
- KeyBank (Pepper Pike, OH)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship… more
- First National Bank of Omaha (Minneapolis, MN)
- …Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division a client-first mindset rooted in education, communication, and ... Develop and champion FNBO's investment strategy with a focus on long-term wealth preservation, client education, and accessible advice. - Lead investment committees,… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... efforts that showcase our expertise in financial markets, manage relationships with key media and industry analysts, and drive external engagement with critical… more
- Citizens (Boston, MA)
- …We're seeking a highly motivated and detail-oriented Real Time Social Creative Strategist to join our Enterprise Content and Social team, supporting the fast-paced ... creative needs of our Private Bank and Private Wealth business. This role will be responsible for partnering with the team to strategically create social and digital… more
- Anywhere Real Estate (Memphis, TN)
- …plan for each new company. We are looking for a passionate and experienced strategist who will help to own both external partnerships and financial modeling for our ... on earning a competitive base salary and variable compensation. ** Key Responsibilities:** * Partner Management - Support ownerships of...Include Holidays, Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business… more
- University of Southern California (Los Angeles, CA)
- …USC Alumni Association seeks anAlumni Events Directorwho is a creative strategist , collaborative partner, and experienced event leader to oversee signature programs ... that engage the Trojan Family worldwide. Reporting to the Executive Director of Alumni...responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer alignment, federal, state, and local… more