- TD Bank (Boston, MA)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Wealth Strategist focuses primarily on ... and contributes to continually increase the overall knowledge base of the Wealth Strategist team + Develops and updates retirement, trust and estate planning… 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:**...Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on… more
- City National Bank (Providence, RI)
- …(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 (Boston, MA)
- …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
- PNC (Boston, MA)
- …have an opportunity to contribute to the company's success. As a Sr. Relationship Strategist within PNC's Private Bank organization, you will be based in Boston, MA. ... relationships) - Technical knowledge - Local network (attorneys, accountants, wealth -oriented organizations, etc.) PNC will not provide sponsorship for employment… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting edge of wealth management. We've been making rapid progress on our mission: to break down ... trillion in assets (and counting) are using 55ip. As a Trade Implementation Strategist within 55ip, you will be responsible for enhancing the pre-trade analysis of… more