- Prime Therapeutics (Carson City, NV)
- …that. It fuels our passion and drives every decision we make. **Job Posting Title** Compliance Client Services Strategist Senior Principal- REMOTE **Job ... Description** The Compliance Client Services Strategist Sr Principal...collaboratively to provide the highest quality of care and service to our members. If you are looking to… more
- KeyBank (Hartford, CT)
- …closely with Sales Leader, Regional Trust Director and local team members on pricing, client service , compliance and litigation issues, as needed and ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth...Teams as an extension of the market team. The Strategist retains and deepens profitable client relationships… more
- Black & Veatch (Tampa, FL)
- …and project financials. + Excellent communications/human relations skills (written, verbal, client service ); ability to maintain key relationships. + ... **National Pursuit Strategist ** Date: Jun 12, 2025 Location: US Company:...Solutions Portfolio. They will be responsible for collaboration with client -facing teams to plan and execute sales and pursuits… more
- Edward Jones (Tempe, AZ)
- …internal stakeholder groups (Edward Jones Trust Co, Compliance , Legal, Service , Operations, Senior Portfolio Strategist , etc.) to ensure proper alignment ... by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax...life insurance premium financing, fine art financing. + Direct client service experience as a member of… more
- Black & Veatch (Toledo, OH)
- …business offers an integrated portfolio of strategic consulting and operation resiliency services that apply across the client Black & Veatch's Infrastructure ... **Integrated Solutions Strategist - Water/Wastewater Utilities** Date: May 29, 2025...an integrated portfolio of strategic consulting and operation resiliency services that apply across the client 's entire… more
- Vanguard (Malvern, PA)
- …duties as assigned. Qualifications * 10+ year's related experience in the Financial Services industry or client services .* Undergraduate degree or equivalent ... an internal and external subject matter expert on the investment and client industries, market conditions, competitors, and compliance , regulatory, and… more
- Citigroup (New York, NY)
- …Master's degree, CFP or JD/LL.M. degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full ... The Advanced Financial Planning Strategist is a financial planning professional who closely...+ Focus will be on meeting individual family and client wealth planning needs by delivering advanced planning concepts… more
- Vanguard (Malvern, PA)
- Senior Marketing Strategist -Personal Investor We are seeking a dynamic and visionary Senior Marketing Strategist to lead marketing for dual-relationship clients ... both retirement (eg, 401k) and personal retail accounts. This role requires a client -first mindset, enabling a deep understanding the client journey and ability… more
- NextEra Energy (Juno Beach, FL)
- …The Senior Communications Strategist - NEET Communications is a client service position supporting NextEra Energy Transmission and its subsidiaries. ... **Sr Communications Strategist - NEET Communications** **Date:** May 22, 2025...self-starter and strong writer with a commitment to good client service . This is a great opportunity… more
- The Cigna Group (Bloomington, MN)
- …eligibility, finance, compliance and regulatory teams to understand the client requirements and provide consultative services from implementation through ... Part D program with a focus on eligibility, benefits, compliance , solutions and overall client strategy. The...overall client retention goals are met and client satisfaction with the EGWP Product. The Strategist… more
- Jacobs (Los Angeles, CA)
- …Site Inspectors to deploy to California to support FEMA in providing services to their applicants. You'll help deliver the Public Assistance grant process ... on your expertise and attention to detail to ensure compliance with overall FEMA Public Assistance policies and procedures....to 7 site inspectors. As a Management Analyst (Program Strategist ) you'll research, draft, respond to and track formal… more
- Capital One (Mclean, VA)
- Principal Associate - Upmarket Marketing Strategist We're looking for an experienced Marketing Strategist to drive acquisition and customer marketing for our ... lead in collaborative cross-functional team (business partners, creative teams, legal, compliance , etc) and partner with them to provide strategic and tactical… more
- Cushman & Wakefield (Kansas City, MO)
- **Job Title** Spatial Data Strategist **Job Description Summary** The Spatial Data Strategist on a Space Management team is to help solve business problems by ... strategy, workplace design, space analysis and space efficiency within a Client 's real estate portfolio data. **Job Description** Principle Responsibilities +… more
- KeyBank (Cleveland, OH)
- …utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, ... providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or...and administrative activities for all client portfolios to centralized teams. + Maintains … more
- Citigroup (New York, NY)
- The Research Strategist is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all… more
- PNC (NJ)
- …as key centers of influence to position the full spectrum of AMG products and services and meet client needs. + Engages with management and/or partners to ... and advice for our clients. As a Business Development Officer Sr. - Insurance Strategist within PNC Bank's Private Bank Insurance organization, you will be based in… more
- Zions Bancorporation (Salt Lake City, UT)
- …plan creation, risk management, and providing wealth recommendations that align with client goals. + Compliance : Ensure all financial planning activities comply ... Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks...We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our… more
- Principal Financial Group (Charlotte, NC)
- … on best practice education strategies based on participant market research and client specific demographics to field service and sales force and clients ... **What You'll Do** We're looking for an Education Strategist to join our team. In this role,...plans, 403b, Pension plans); including investments, plan design, administration, services , compliance , and marketing strongly preferred or… more
- IBM (New York, NY)
- …Delivering great client events involves many stakeholders and the event strategist role provides critical services and consulting, playing a key role ... will compel our audience to choose IBM's products and services . **Your role and responsibilities** The IBM event team...by partnering across functions to ensure event compliance and audit readiness. As part of this broader… more
- Capital One (Plano, TX)
- Principal Associate, Commercial Bank Marketing Strategist Capital One, one of Fortune Magazine's "100 best companies to work for" is seeking a Principal Associate to ... to the table to both support prospecting efforts, cross-sell opportunities, and client retention + Effectively and independently manage a project (vs. solely tasks).… more