- 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
- Charles Schwab (San Francisco, CA)
- …educational content, shareholder materials, RFPs). + Internal contacts may include: + Portfolio management for investment strategy sessions and meetings. + ... investment consultants, RIAs, Schwab retail clients, and/or third-party portfolio managers. + Provides subject matter expertise for occasional media inquiries.… more
- Edward Jones (Tempe, 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 At Edward Jones, we… more
- Edward Jones (St. Louis, MO)
- …financial plan to portfolio strategy **What You Will Do:** The Associate Portfolio Strategist is the investment specialist responsible for assisting with ... client's wealth management needs. + In coordination with the senior portfolio strategists and senior ...team, financial advisors, and clients with basic to intermediate investment portfolio scenarios to enable delivery of… more
- Vanguard (Malvern, PA)
- …methodology. Performs detailed methodology audits and makes recommendations on changes to senior investment committee. + Co-authoring white papers and journal ... asset allocation, rebalancing strategies, and roles of various assets in a portfolio . + Develop robust tools/prototypes that translate investment models into… more
- Edward Jones (Tempe, AZ)
- …Consultation is an area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of financial ... groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment and continued evolution… more
- Edward Jones (St. Louis, MO)
- …to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth ... If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you!...and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning… more
- L3Harris (Melbourne, FL)
- …will lead the strategic planning process, assess market viability, prioritize investment direction, shape the portfolio , and provide consulting expertise ... activities critical to the Sector and Division. In addition, the division Strategist will also lead division strategic initiatives, campaigns, and growth synergies.… more
- University of Pennsylvania (Philadelphia, PA)
- …lived and expert experience into the design process.This role will report to the Senior Design Strategist follows a hybrid work schedule, requiring 2-3 days a ... resources, and much more. Posted Job Title Associate Design Strategist (Department of Emergency Medicine) Job Profile Title Manager...and PNAS. The Nudge Unit currently supports a broad portfolio of projects to improve care within Penn Medicine… more
- Truist (Charlotte, NC)
- …programs, which includes: providing strategic direction, financial oversight, and investment prioritization of new security controls/initiatives to address emerging ... threats; managing portfolio reporting and delivery of cybersecurity controls/capabilities to address risks in our environment. **Essential Duties and… more