- City National Bank (New York, NY)
- * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ... clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of… more
- KeyBank (New York, NY)
- …team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist , and Relationship Manager ... and establishes client goals in coordination with the Family Strategist + Develops and maintains ongoing Wealth ...Family Strategist + Develops and maintains ongoing Wealth Issues Reviews and Wealth Roadmap for… more
- Citigroup (New York, NY)
- …over technical information and strategy. **Responsibilities:** The Citi Personal Wealth Management (CPWM) Advanced Financial Planning Strategist will ... The Advanced Financial Planning Strategist is a financial planning professional who closely...Group organization. This position will work closely with the Wealth Group Executives (Sales Managers) in the region and… more
- Scotiabank (New York, NY)
- Director - eFX Quant Strategist **Requisition ID:** 218979 **Salary Range:** 300,000.00 - 300,000.00 _Please note that the Salary Range shown is a guideline only. ... results, in an inclusive and high-performing culture. **Title: Director - eFX Quant Strategist ** **Global Banking and Markets** Global Banking and Markets (GBM) is a… more
- JPMorgan Chase (New York, NY)
- …and satisfaction. As a Content AI Interaction Design Senior Associate within our Wealth Management team, you will take charge of developing the content strategy ... our design team, you will create user experiences for Wealth Management employees and work closely with our research...the engagement model to partner across a suite of wealth management products + Iterate on the product design… more
- Bank of America (New York, NY)
- …The UHNW Portfolio Analyst tasked with supporting Senior UHNW Portfolio Strategist client/prospect cases through subject matter expertise that marries goals based ... and collaborate with enterprise Specialists to ensure full scope of the client's wealth needs are met. + Partner with local Merrill Market Executives to deliver… more
- Bank of America (New York, NY)
- …Quantitative Strategy Research New York, New York **Job Description:** As a fundamental strategist on the US Equity and Quantitative Strategy team within BofA Global ... to both internal and external clients. As an Equity Strategist , the candidate will assist the team with applying...sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform) and the media. +… more
- BlackRock (New York, NY)
- …separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. BlackRock's Multi-Alternatives (Multi-Alts) team sits at ... the mobilization of sales teams. + Demonstrated excellence in the Strategist function, including superb commercial execution, client service outcomes, and talent… more
- City of New York (New York, NY)
- …TO: - Lead the development and analysis of surveys related to wealth and other social determinants of health (SDH), applying appropriate statistical methodology ... Expertise with peer-reviewed literature on social determinants of health, including wealth , food insecurity and financial incentives, in addition to chronic disease… more