The Senior Portfolio Strategist at Edward Jones is responsible for leading the development of investment plans aligned with clients' financial goals, ensuring the delivery of personalized wealth management services. This role involves complex investment portfolio management, portfolio transition advice, and tailored expert-level consultations for high-net-worth clients. The position requires a deep understanding of financial planning, investment strategies, and the ability to work closely with financial advisors and clients to deliver world-class services.

Senior Portfolio Strategist- High Net Worth Team

Senior Portfolio Strategist

As a Senior Wealth Strategist at Edward Jones, you will be a key player in the wealth management process, leveraging your expertise in financial planning and investment strategies to support financial advisors and clients with complex needs. This role involves developing tailored financial strategies, communicating with financial advisors and clients, and serving as a subject matter expert on various financial planning topics. You will work within a team dedicated to delivering personalized advice and investment solutions, contributing to the firm's mission of helping clients achieve and protect their financial goals.

Senior Wealth Strategist

The Associate Portfolio Strategist at Edward Jones is responsible for assisting with bringing clients' financial plans to life through investments, ensuring alignment with their goals and expectations. This role involves partnering with branch teams as a Home Office investment specialist to deliver high-quality Advice, Planning, Products, and Services (APPS) required to meet clients' wealth management needs. Responsibilities include portfolio analysis, construction, and implementation, as well as coordinating consultations and content for high-net-worth clients.

Associate Portfolio Strategist

The Senior Estate Strategist at Edward Jones is a key member of the High Net Worth team, focusing on providing comprehensive wealth management services to clients with $10 million or more in assets. This role involves partnering with branch teams to deliver personalized advice and planning services, leveraging extensive resources and external partnerships to meet complex client needs in estate and legacy planning. The strategist serves as a subject matter expert, collaborating with internal stakeholders and external service providers to implement strategies and deliver high-quality advice and services.

Senior Estate Strategist - High Net Worth Team

Senior Estate Strategist

The Senior Financial Advisor at Edward Jones Connection acts as a fiduciary, remotely serving smaller clients in partnership with the clients' local Branch Office Team. This role involves direct client service over the phone or through technology, focusing on providing an ideal client experience consistent with that of a branch office. The position offers a salaried, home-based opportunity with extended hours to serve clients and requires a sound understanding of the Financial Advisor role or a background in client service, products, or service.

Sr. Financial Advisor - Edward Jones Connection

Senior Financial Advisor

The Team Leader - Portfolio Strategy at Edward Jones leads a team responsible for developing and implementing customized investment solutions aligned with clients' financial plans. This role involves associate development, guiding the development and creation of client deliverables, advocating for the team, creating standard operating procedures, and representing the team across the enterprise. The position requires a deep understanding of financial planning, portfolio construction, investment advice, and complex wealth management topics.

Team Leader - Portfolio Strategy

The Senior Tax Planning Strategist at Edward Jones is a key member of the Wealth Management Advice and Solutions division, focusing on providing tax planning expertise to high-net-worth clients in partnership with the Senior Planner and Financial Advisor. This role involves leveraging extensive resources, including third-party partnerships, to serve clients with complex needs, delivering high-quality financial planning and tax planning services.

Senior Tax Strategist, High Net Worth Team

Senior Tax Planning Strategist

The Senior Manager, Segment Finance at Entegra Procurement Services, a division of Sodexo, will manage financial reporting, analysis, and operations for one of Healthcare’s largest clients. This remote role involves financial management, strategic influence, automation, cross-functional collaboration, team leadership, client-facing excellence, and proficiency in Excel. The ideal candidate will reside near a major airport and have a bachelor’s degree in accounting or finance, with 3-5 years of relevant experience.

Senior Manager, Segment Finance

As a Senior Manager, Portfolio Marketing at Payscale, you will be responsible for shaping the market positioning and go-to-market strategy of our product portfolio. This role involves conducting market research, identifying trends, leveraging customer insights, and developing compelling value propositions. You will lead successful go-to-market efforts, collaborate with cross-functional teams, and mentor junior marketing team members. The position requires a strategic thinker with a proven track record in portfolio marketing, strong analytical skills, and the ability to work effectively in a cross-functional team environment.

SENIOR MANAGER, PORTFOLIO MARKETING

Senior Manager, Portfolio Marketing

The Senior Portfolio Marketing Manager at HORNE serves as the strategic and tactical advisor to the portfolio of Energy Efficiency Programs. This role involves setting and managing the marketing plans, strategies, partnerships, vendors, and campaigns to achieve marketing results for contracted work serving specific clients. The position requires collaboration with program managers, staff, clients, and utility representatives to develop marketing strategies and tactics that deliver to program and client goals.

SENIOR PORTFOLIO MARKETING MANAGER - Government Services

Senior Portfolio Marketing Manager

The Senior Strategy Manager at Cardone Ventures supports operational activities, department planning, and strategic analysis within the Strategic Business Unit. Reporting to the EVP of Core Client Operations, this role involves generating reports, managing operations, leading business data analysis, and administering client services. The ideal candidate will have a strong background in operations, finance, data analysis, and project management, along with executive communication skills and problem-solving abilities.

Senior Strategy Manager

The Senior Estate Planning Strategist at Edward Jones is a key member of the High Net Worth team, leveraging extensive resources to serve high-net-worth clients with complex needs. This role involves partnering with the Senior Planner and Financial Advisor to understand and articulate client estate and legacy goals, leveraging internal and external stakeholders to deliver holistic strategies and solutions, and serving as a subject matter expert for complex cases. The position supports the delivery of financial planning services and implementation of Edward Jones planning and investment solutions.

SENIOR ESTATE STRATEGIST - HIGH NET WORTH TEAM

Senior Estate Planning Strategist

The Senior Product Strategy Manager at Paychex is responsible for developing product strategy and overall product experience for high impact products. This role involves driving vision, identifying functionality requirements, and working with external resources to manage high profile opportunities. The manager will also define financial opportunities, package go-to-market approaches, and present opportunities to executive management for approval and funding.

SR PRODUCT STRATEGY MANAGER

Senior Product Strategy Manager

Ivy Exec is conducting a market research study to gather feedback and insights from decision-makers involved in insurance buying at IT, Electronics Manufacturing/Distribution, and Telecommunication companies. This study aims to obtain valuable information from professionals such as Owners, Partners, CEOs, Presidents, and Senior Financial Analysts, among others. Participants will engage in a 60-minute online interview and will be compensated $275 for their time.

$275/HOUR PAID MARKET RESEARCH STUDY FOR SENIOR FINANCIAL ANALYSTS IN THE TELECOMMUNICATIONS SECTOR

Senior Financial Analyst

Wells Fargo is seeking a Senior Growth Specialist in Financial Gerontology to support advisors and relationship managers in helping customers navigate financial wellbeing throughout life. This role involves bringing expertise in gerontology, financial planning, and other areas to enhance organizational knowledge, promote financial wellbeing, and improve the effectiveness of business strategies. The Specialist will also influence research, design innovative advice tools, and serve as a subject matter expert in aging consumers' financial decisions.

EXECUTIVE DIRECTOR OF FINANCIAL GERONTOLOGY

Senior Growth Specialist in Financial Gerontology

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