- PNC (Tampa, FL)
- …and have an opportunity to contribute to the company's success. As a Sr . 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 by working… more
- Edward Jones (St. Louis, MO)
- …The posting may close early due to the volume of applicants. We're seeking a Sr . Brand Content Strategist to lead omnichannel content strategies for our high net ... a passion for storytelling, a deep understanding of premium wealth management services, and the ability to translate complex...with agencies and other firm stakeholders. * Partner with senior firm leaders and matrixed teams to bring our… more
- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue, Seattle Washington **Job Summary** The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of ... and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the...for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person… 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 … more
- Wells Fargo (Phoenix, AZ)
- **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 … more
- KeyBank (Cleveland, OH)
- …+ Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. + Position may manage Portfolio Advisor Associates and/or ... of the relationship management team to assure that the Wealth Segment goals are met by executing the client...and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor.… more
- Fifth Third Bank, NA (Columbus, OH)
- …+ Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships… more
- BMO Financial Group (Scottsdale, AZ)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... partner collaboratively with other planning professionals and Relationship Managers ( Private Bankers, Investment Counsellors, Investment Advisors) to provide clients… more
- PNC (Boston, MA)
- …valued and have an opportunity to contribute to the company's success. As a Sr . Relationship Strategist within PNC's Private Bank organization, you will ... relationships) - Technical knowledge - Local network (attorneys, accountants, wealth -oriented organizations, etc.) PNC will not provide sponsorship for employment… more
- JPMorgan Chase (New York, NY)
- …Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and ... clients make well-informed decisions and achieve their goals. The Senior Tax Strategist will join the Tax...wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find… more
- Columbia Bank (Sacramento, CA)
- **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth ... goals and objectives, and individual circumstances. + Works with Wealth Advisors, Private Bankers and clients to...Strategist to include risk management insurance strategies in wealth plans. + Conducts comprehensive wealth planning… more
- Coinbase (New York, NY)
- …connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset Management (CBAM). ... 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, and execute… more
- KeyBank (Tarrytown, NY)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... White Plains Road, Tarrytown New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- Regions Bank (Atlanta, GA)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... the system. **Job Description:** At Regions, the Procurement Sourcing Category Strategist provides day-to-day management of larger, more complex sourcing initiatives… more
- Regions Bank (Little Rock, AR)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to… more
- KeyBank (Buffalo, NY)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability to build trust ... 726 Exchange Street, Buffalo New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...advice and personalized banking, borrowing, and investment solutions. The Sr . KPB Relationship Manager (RM) is at the center… more
- University of Southern California (Los Angeles, CA)
- …Corporate and Foundation Relations USC is seeking an accomplished advancement strategist and fundraising leader to drive transformative corporate and foundation ... gift fundraising from corporations and foundations. Serving as the lead strategist for Health Sciences corporate and foundation philanthropy, the Associate Vice… more