- Unknown (Boston, MA)
- Vice President, Actuarial Investment Strategist About the Company Expanding provider of investment management, research & trading services Industry Financial ... About the Role The Company is seeking an Actuarial Investment Strategist to join their Outsourced Chief...for various client channels, and will work closely with senior investment strategists to design and monitor… more
- Unknown (Boston, MA)
- Vice President, Actuarial Investment Strategist About the Company Expanding provider of investment management, research & trading services Industry Financial ... About the Role The Company is seeking an Actuarial Investment Strategist to join their Outsourced Chief...for various client channels, and will work closely with senior OCIO investment strategists to design and… more
- Wellington (Boston, MA)
- …San Francisco, Singapore, and Tokyo). Within the COO office, we are seeking a Strategist to join the leadership of our Investment Platform Business Enablement ... department. The Strategist will use a deep understanding of the investment process and strong judgement to prioritize the department's technology needs and… more
- JPMorgan Chase (New York, NY)
- …and build stronger relationships with existing clients. **The Role** As a Global Investment Strategist , you will be responsible for helping to develop the ... or product-oriented marketing programs. + Work closely with Wealth Management's senior leadership, Investment Specialists, Capital Markets Solutions (CMS) and… more
- Wellington (Boston, MA)
- …Advanced degree and/or professional designation (CFA, CAIA, or FRM) preferred **LOCATION** The Investment Risk Strategist , Equity Hedge Funds will be based in ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Coinbase (New York, NY)
- …At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist . A successful Client Strategist can secure the next 2-3 ... alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase...of our business, such that they can represent the investment team and our investment process across… more
- Truist (Charlotte, NC)
- …Truist wealth and investment clients and teammates. The Wealth Omni Digital Senior Strategist provides the strategic vision for a wealth segment/area of ... the following job description:** The Truist Wealth Omni Digital Senior Strategist is responsible for working in...teams 2. Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform… more
- JPMorgan Chase (New York, NY)
- **Job Posting: Senior Macro Strategist ** **Position Overview:** We seek an experienced macro/fixed income strategist to join our Investment Strategy ... G10 sovereign bond markets, with a proven ability to generate actionable investment ideas and collaborate across teams. **Key Responsibilities:** + Lead analysis and… more
- Publicis Groupe (New York, NY)
- …jack-of all trades, or just an all-around nice person, let's chat. **Overview** The Senior Experience Strategist is key to ensuring that our client's digital ... clients and new business development; provide sound business justification for investment (based on market trends, audience insights, past campaign data, and… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** The Senior Business & Product Strategist for Insights and Education is responsible for shaping the strategic direction of Schwab's digital ... offerings, and deliver cohesive, customer-centered education across digital channels. This strategist defines **what education experiences we should build, why they… more
- KeyBank (Tarrytown, NY)
- …Plains Road, Tarrytown New York **JOB BRIEF** 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
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** As a Senior Marketing Strategist on our B2C Marketing Team, you will play a pivotal role in shaping the retention marketing strategy for ... **individual participant investment planning and products** . Your primary focus will be on building loyalty, deepening engagement, and driving adoption through… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** As a Senior Marketing Strategist on our B2C Marketing Team, you will play a pivotal role in shaping the Acquisition marketing strategy for ... **individual participant investment ** **planning** **&** **products** . Your primary focus will be on deepening engagement, and driving adoption through innovative,… more
- Wells Fargo (New York, NY)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO) Working at Wells Fargo ... outstanding talent. It all begins with you. **Wealth & Investment Management (WIM)** is one of the United States'...of the United States' leading providers of financial and investment services. We offer a full range of personalized… more
- Microsoft Corporation (New York, NY)
- …commercial brands, with a special focus on product drops and launches. As a ** Senior Creator Strategist ,** you will leverage your deep expertise in creator ... show up in more authentic, high-impact ways across social. Ideal candidates are senior strategists with a proven track record in creator and influencer marketing,… more
- Fifth Third Bank, NA (Columbus, OH)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance ... and implementation of advanced planning techniques: (estate, tax, insurance, option, investment , retirement). + Reviews all client deliverables for which planner is… more
- Vanguard (Malvern, PA)
- …advisors interact with our products and expertise through digital channels. As the Senior Personalization Strategist , you will lead the strategy, systems, and ... + Ensure product accuracy and clarity: Maintain a deep understanding of investment and advisory products, validate critical information with product owners and… more
- Launch That (Orlando, FL)
- We are seeking a Senior SEO Strategist to own and elevate the organic search strategy for Asbestos.com and related properties. This role is designed for an ... intersection of technical depth, strategic thinking, and data-driven decision-making. As the senior strategic lead for SEO, you will define the vision, shape… more
- Zions Bancorporation (Salt Lake City, UT)
- …You bring the talent; we bring the opportunity. We are seeking a ** Senior Brand Copywriter and Content Strategist ** with financial services expertise to ... for major campaigns, product launches, and brand initiatives + Partner with senior leadership to articulate the brand's vision and values through consistent… more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning… more
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