- Comerica (Bloomfield Hills, MI)
- Senior Investment Strategist , Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the ... worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for maintaining meaningful client contact. The successful… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Asset Management Group ... manager's discretion. Preferred skills/experience include: * Macroeconomics experience * Investment strategy experience * Equity, fixed income, alternative investments… 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 ... **Duties & Responsibilities** Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Purpose Driven Investing ... business performance, risk and operational analytics for Purpose Driven Investment offering. Will include development of analytical methods/models to evaluate… more
- MetLife (New York, NY)
- …experiences focused on delivery of customer and business value. The Role: The Senior Experience Strategist sits within CXD. They will be responsible for ... experience strategy practices to translate that mindset into tangible outputs. The Senior Experience Strategist will leverage user research and design strategy… more
- Edward Jones (St. Louis, MO)
- …products and services, and ongoing reporting and support. **What you'll do:** The Senior Tax Planning Strategist leverages the extensive resources of our home ... area within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery...as the tax planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and… more
- Edward Jones (St. Louis, MO)
- …supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Wealth Management Advice ... complex client needs and goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our...on the firm's full suite of financial planning tools, investment offerings and how they're leveraged to help clients… more
- Principal Financial Group (Des Moines, IA)
- …campaigns that drive sales using customer insight data? If so, join Principal as a ** Senior Telesales Marketing Strategist ** , where you will be at the forefront ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- Principal Financial Group (Des Moines, IA)
- …in the retirement sales sector? Join Principal Financial Group as a ** Senior Marketing Strategist (Retirement Sales)!** This role will identify innovative ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be ... Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship… more