- PNC (Philadelphia, PA)
- …have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Purpose Driven Investing (PDI) ... SRI and RI) * Ability to interpret and apply RI//ESG/PDI data to investment portfolio overlays and specific products/solutions within the ESG/RI/PDI universe. *… more
- PNC (Cleveland, OH)
- …have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Asset Management Group ... new and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment expertise to rigorously… more
- Vanguard (Malvern, PA)
- …Finance Risk - Investment Risk Analyst + Investment Strategy Group - Investment Strategist + Portfolio Review Department - Investment Product ... Excellent relationship management and leadership skills. + Experience with investment research, portfolio management, trading, or ...Areas + Equity Investment Group - Equity Investment Specialist + Fixed Income Group - Senior… more
- Abbott (Chicago, IL)
- …Willis Tower, Chicago, IL location in the PA Public Affairs Division. The ** Senior Manager, Creative Strategist ** will oversee the development of creative briefs ... help Abbott's audience connect more deeply with the brand. Additionally, the Senior Manager, Creative Strategist will drive cross-functional storytelling by… more
- Comerica (Bloomfield Hills, MI)
- Senior Investment Strategist , Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the ... of Wealth Management, the ability to articulate effectively on financial and investment related subjects, knowledge of Modern Portfolio Theory, risk-controlled… more
- UMB Bank (Denver, CO)
- …cycle, in the manner best suited to the clients' goals and objectives. The Senior Investment Strategist works directly with our most sophisticated and ... where you will leverage your expertise to oversee the management of investment advisory accounts on a discretionary basis. ** Portfolio Construction Desk**… more
- Edward Jones (Scottsdale, AZ)
- …client's financial plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing ... Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver more personalized,...the team *This position is known internally as a Senior Investment Consultant Edward Jones' compensation and… more
- Edward Jones (St. Louis, MO)
- …Consultation is an area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of financial ... and ongoing reporting and support. **What you'll do:** The Senior Tax Planning Strategist leverages the extensive...Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment… more
- City National Bank (AZ)
- …clients. Helps to attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they serve. ... Support Sr Wealth Strategist and Wealth ...planning. **What you will do** + Work closely with Senior Investment Consultants (SIC) and Financial Advisors… more
- Truist (Raleigh, NC)
- …job description:** We are currently seeking a Cybersecurity Program Lead Strategist with hands-on experience managing multiple IGA platforms like Oracle Identity ... and Role Mining. In this role you will Work with key stakeholders, including senior leaders and executives, as well as LOBs to clearly define information security… more