Financial Strategist

Job SummaryLutheran Services Florida (LSF) is a leading non-profit organization committed to transforming lives through our programs and services. We are seeking a skilled Chief Financial Strategist to join our team.The ideal candidate will have a strong background in financial management, with expertise in budgeting, forecasting, and financial analysis. The...

**About the Role:**We are seeking a highly skilled and experienced Credit Policy Strategist to join our team at Ocwen Financial. As a key member of our leadership team, you will be responsible for overseeing and managing our credit risk management framework, ensuring that our residential lending activities are conducted in compliance with regulatory...

Key ResponsibilitiesAs a Senior Portfolio Strategist, your key responsibilities will include:* Leading the development of investment plans and ensuring alignment with client goals and expectations* Providing expert-level consultations to meet the unique needs of our high net worth clients* Contributing to strategic initiatives within our wealth management...

Company OverviewEdward Jones is a financial services firm where people come first. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Job DescriptionThe Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the client's financial plan to life by leading the development...

Citigroup's Private Client Coverage team is dedicated to providing comprehensive wealth management solutions to high net worth individuals. As a Private Client Strategist, you will work closely with clients to understand their unique financial situations and develop customized plans to achieve their goals.You will be responsible for managing client...

The Ideal CandidateWe're looking for a highly experienced Senior Portfolio Strategist who possesses a deep understanding of industry trends, competitors, and regulatory changes. You'll be responsible for assessing how these themes impact our product offerings, the implementation of firm advice and guidance, and the team's ability to deliver the...

At Edward Jones, we believe that every client deserves a tailored approach to wealth management. As a Portfolio Management Strategist, you will play a key role in developing and implementing customized investment portfolios that meet the unique needs of each client.Your expertise in financial markets and investment products will be essential in creating...

Job OverviewDiscover Financial Services is seeking a skilled Data Insights Strategist to join our team. As a key member of our analytics group, you will be responsible for driving business growth through data-driven insights and strategic recommendations.

About the RoleWe are seeking an experienced Procurement Strategist to join our Private Equity Performance Improvement (PEPI) team. As a key member of our team, you will be responsible for leading project work streams for complex client engagements, working closely with Private Equity teams to identify, design, and implement creative business solutions for...

Moas is seeking a Senior Financial Strategist to lead the development and implementation of financial strategies that drive business growth and improve operational efficiency. This role will be responsible for analyzing business objectives, identifying opportunities for improvement, and developing and implementing plans to achieve those goals.The ideal...

The Senior Portfolio Strategist is an investment specialist who brings the client's financial plan to life by leading the development of the investment plan and ensuring alignment with goals and expectations. You'll be part of a durable, client-facing team that works closely with Financial Advisors, Senior and Associate Planners, and other members of a...

L3Harris Technologies is dedicated to recruiting and developing high-performing talent who are passionate about what they do. As a financial manager and strategist, you will be part of a team that is united in a shared dedication to our customers' mission and quest for professional growth.About the RoleThis position is responsible for providing financial...

L3Harris Technologies is a leading provider of advanced defense and commercial technologies. Our company is dedicated to delivering innovative solutions that meet the needs of our customers.We are seeking a highly skilled Financial Planning Strategist to join our team in Palm Bay, FL. This role will support efforts related to budgeting, financial planning,...

Welcome to Edward JonesWe are a financial services firm where people come first. Our mission is to deliver exceptional investment advice and services to our high-net-worth clients. We pride ourselves on being privately-owned, focusing on our clients rather than shareholder returns. Our commitment to our clients is evident in our purpose: We partner for...

Job FunctionThe Corporate Financial Strategist will play a critical role in driving business growth and maximizing shareholder value through the development and implementation of financial strategies. This includes analyzing financial data, identifying trends and opportunities, and providing insights to inform business decisions.Main...

About the RoleWe are seeking a highly skilled Director - Finance to join our team at Lutheran Services Florida. As a key member of our leadership team, you will be responsible for overseeing all financial activities, including budgeting, forecasting, and financial reporting.ResponsibilitiesFinancial Planning and Analysis: Develop and manage comprehensive...

Unlock Your Potential as a Senior PlannerYour passion for financial planning can make a meaningful impact on the lives of our clients. At Edward Jones, we offer a unique opportunity to leverage your expertise and grow in your career. As a Senior Planner, you will play a crucial role in helping our high net worth clients achieve their financial goals.As a...

What You'll DoAs a Senior Portfolio Strategist, you'll be responsible for bringing the client's financial plan to life by leading the development of the investment plan and ensuring alignment with goals and expectations. You'll work closely with financial advisors, senior and associate planners, and other members of a diverse matrixed team to ensure a...

Company OverviewAt Universal Health Services, we pride ourselves on being one of the nation's largest and most respected providers of hospital and healthcare services. Our commitment to providing high-quality care has earned us a reputation as a leader in the industry.We have a long history of innovation, dating back to our inception in 1986. We have grown...

About MyBambuMyBambu is a cutting-edge fintech platform that provides an all-in-one mobile digital financial solution for underserved communities. Our mission is to break down barriers to financial access and literacy, empowering users through a bilingual, user-friendly mobile experience.We participate in E-verify and provide information from each new hire's...