- 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 ... and aligned with business objectives. This role requires a skilled communicator, strategist , and storyteller with a deep understanding of financial markets and a… more
- BlackRock (New York, NY)
- …position is a joint role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key directive of explaining the intersection of ... and construction problems involving risk, tax, and customization priorities **After-Tax Wealth Strategist Key Responsibilities:** + Provide subject matter… more
- JPMorgan Chase (Summit, NJ)
- …provide you with the opportunity to take your career to the next level. As a Wealth Strategist you will be responsible for delivering the firm's wealth ... you will be an internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the Private Bank offers. **Job… more
- Wells Fargo (New York, NY)
- **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:**...Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on… more
- US Bank (New York, NY)
- …skills and discover what you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with ... develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth management… more
- City National Bank (New York, NY)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the ... and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU DO?* *...WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze… more
- Wellington (New York, NY)
- …teams on cross-regional initiatives. Specific responsibilities include: + Partner with US Wealth Marketing Strategist to identify opportunities for new content ... perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing… more
- City National Bank (New York, NY)
- …Safe Act. *Additional Qualifications* * State insurance licenses, CIMA or Cannon Certified Wealth Strategist designation preferred. * MBA preferred * In depth ... CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth Strategist designation. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary:… 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
- BlackRock (New York, NY)
- …and developing BlackRock's client relationships, including within the wealth , institutional and consultant channels. **Position Overview:** BlackRock's Fundamental ... Fixed Income (FFI) group is seeking a Short Duration Product Strategist who will assist in client deliverables, product positioning, commercialization and… more
- Microsoft Corporation (New York, NY)
- …opportunity has become available as a **Strategic Account Technology Strategist - Financial Services** responsible for the technology relationship between Microsoft ... UBS, Switzerland's largest account, Microsoft's biggest FSI customer and the world's largest Wealth Management bank. UBS are on a cloud and AI transformation journey… more
- JPMorgan Chase (New York, NY)
- …and integrity, fostering financial health and awareness. As a Local Marketing Strategist -Senior Associate on the Consumer Bank Marketing team, you will support ... as a storefront for our full capabilities across banking, lending and wealth management. **Job Responsibilities** + Build and execute yearly local marketing plans… more
- Bank of America (New York, NY)
- …**Job Description:** As a fundamental strategist on the US Equity and ... 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
- Citizens (New York, NY)
- …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...meet the specific needs of Private Bank and Private Wealth audiences. + Collaborate with the in-house creative team… 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
- JPMorgan Chase (New York, NY)
- …to deliver solutions that meet evolving client needs. **Job summary:** As a Product Strategist Alternatives - Vice President on the Product Strategy team you will be ... instrumental in shaping our product roadmap, driving innovation within Private Wealth offerings, and conducting competitive landscaping to ensure our offerings… more
