Senior Investment Strategist

Unlock Your Potential as a Senior Portfolio StrategistAre you passionate about helping high-net-worth clients achieve their financial goals? Do you have a strong background in financial planning and a deep understanding of investment strategies? If so, we invite you to join our team as a Senior Portfolio Strategist.About the RoleAs a Senior Portfolio...

Job DescriptionAt Edward Jones, we are seeking a highly skilled Senior Strategist to join our team. As a key member of our Wealth Management Consultation group, you will play a critical role in delivering personalized advice and investment solutions to our clients.Key Responsibilities:Develop and implement customized investment plans that align with clients'...

Unlock Your Potential as a Senior Tax StrategistAre you passionate about helping high-net-worth clients achieve their financial goals? Do you have a deep understanding of complex tax planning strategies and a strong background in financial planning? If so, we invite you to join our team as a Senior Tax Strategist at Edward Jones.About the RoleAs a Senior Tax...

Unlock Your Potential as a Senior Portfolio StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Portfolio Strategist, you'll play a critical role in developing and implementing customized investment solutions that meet the unique needs of our high-net-worth clients.Key Responsibilities:Provide...

Job OverviewAs a Senior Portfolio Strategist, you will be responsible for leading the development of investment plans that align with clients' goals and expectations. You will work closely with financial advisors and clients to deliver personalized, tax-efficient, and robust portfolio construction and portfolio transition advice.Key ResponsibilitiesProvide...

Wealth Management Consultation RoleAt Edward Jones, we're seeking a skilled Senior Estate Strategist to join our High Net Worth team. As a key member of our Wealth Management Advice and Solutions division, you'll play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Partner with financial advisors and...

About the RoleWe are seeking a highly skilled Senior Estate Strategist to join our Wealth Management Advice and Solutions (WMAS) division. As a key member of our team, you will play a critical role in serving high-net-worth clients with complex estate planning needs.Key ResponsibilitiesPartner with financial advisors and branch teams to deliver high-quality...

About the RoleWe are seeking a highly skilled Senior Estate Planning Strategist to join our Wealth Management Consultation High Net Worth team at Edward Jones. As a key member of our team, you will be responsible for providing expert estate planning advice to our high-net-worth clients, leveraging your extensive knowledge of financial planning concepts and...

Senior Investment ConsultantAt Edward Jones, we're seeking a Senior Investment Consultant to join our team. As a key member of our Wealth Management Consultation group, you'll work closely with financial advisors and clients to deliver personalized advice and investment solutions.Key Responsibilities:Develop and implement customized investment plans aligned...

About the RoleWe are seeking a highly skilled Senior Tax Planning Strategist to join our Wealth Management Consultation team at Edward Jones. As a key member of our team, you will leverage your extensive knowledge of tax planning strategies to serve high-net-worth clients with complex needs.Key ResponsibilitiesPartner with home office and third-party experts...

Job Overview Marriott International seeks a dynamic and results-driven Chief Financial Strategist to lead our property-wide financial operations. This strategic role champions, develops, and implements financial strategies that deliver exceptional results and exceed the expectations of our target customers and property employees. As the financial...

Job SummaryFirst Citizens Bank is seeking a highly skilled Senior Content Strategist to join our team. As a key member of our digital banking experience team, you will be responsible for developing clear, concise, and meaningful content that helps our customers accomplish their digital banking tasks and goals. You will work closely with Product Managers,...

Job Title: Organizational Change StrategistBar-S Foods Co. is seeking a highly skilled Organizational Change Strategist to lead organizational change activities for key projects. As a hands-on consultant, you will provide change management guidance and project leadership to sponsors, project managers, and project teams on all things organization, change, and...

About the RoleWe are seeking a highly skilled and experienced Associate Planner to join our High Net Worth team at Edward Jones. As a key member of our team, you will play a critical role in providing financial planning expertise to our clients with complex needs.Key ResponsibilitiesPartner with senior planners and financial advisors to deliver comprehensive...

Unlock Your Potential as a Financial Planning ExpertAt Edward Jones, we're committed to empowering our associates to excel in their careers and make a meaningful impact on our clients' lives. As a Senior Wealth Strategist, you'll play a critical role in delivering exceptional financial planning services to our high net worth clients.Key...

Email Marketing Strategist RoleMassage Envy Franchising LLC is seeking a skilled Email Marketing Strategist to support the company's email marketing campaigns. The ideal candidate will have a strong background in email marketing, HTML, and Salesforce Marketing Cloud.Key Responsibilities:Develop creative briefs and participate in the creative approval...

Job SummaryWe are seeking a seasoned investment professional to lead our technology lending and structured credit efforts. The ideal candidate will have a strong track record of originating and executing investment deals within the technology industry.The successful candidate will be responsible for:Originating new structured credit investment opportunities...

Senior Tax Accountant OpportunityTier4 Group is seeking a highly skilled Senior Tax Accountant to join our team. As a key member of our accounting department, you will be responsible for preparing and reviewing annual federal and state income tax returns, including supporting schedules and work papers.Key Responsibilities:Prepare and review annual federal...

Job Title: Principal UX DesignerAt RiverPoint, we're seeking a highly skilled Principal UX Designer to lead our design efforts and drive user experience excellence. The ideal candidate will have a strong background in UX design, with a minimum of eight years of experience designing usable interfaces and interactions. Retail experience is a plus.Key...

Data Insights Lead OpportunityVanguard's Client Experience & Digital team is seeking a Data Insights Lead to drive strategic decision making and deepen the understanding of our clients. This role will lead a team of analysts in delivering presentations that translate analytic insights into actionable solutions for business partners.Key...