Portfolio Strategist - Roanoke, TX

Provides portfolio and investment analysis, consulting and research to Vanguard's clients. Serves as an internal and external subject matter expert and as a leader for junior crew members. · As a senior member of Vanguard's Advice Enablement & Thought Leadership Team, you will se ...

Position Type: RegularYour opportunity · *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* · We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on s ...

+Job summary · In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities · As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to ...

An American multinational financial services corporation seeking a UX Designer for real product design projects. · ...

At Schwab you're empowered to make an impact on your career here innovative thought meets creative problem solving helping us challenge the status quo and transform the finance industry together. · ...

+ · In this role, you'll provide high-touch service and guidance to clients with complex wealth management needs. · ...

At Schwab you're empowered to make an impact on your career here innovative thought meets creative problem solving helping us challenge the status quo and transform the finance industry togetherEstablish yourself as a trusted thought leader for IOS and SIPSS leaders · Leadand sup ...

Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice? · Develop, manage, retain and ...

We're looking for a full-stack Brand Manager: Someone who can own the strategy, lead the client, and execute the work when needed.A thinker, a doer, a collaborator, · a leader. This is not a siloed role. · This is a high-capacity, · high-responsibility position for someone who th ...

+Job summary · +As a Private Banking Officer II you will help customers manage their financial lives+Bachelor's degree or equivalent work experience5+ years of experience in financial industryNMLS license; the ability to transfer license to Frost or obtain license within 60 days ...

Job Description · It's about caring for the generations ahead. · Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exc ...

Mallard is a strategy-first creative agency built for founder-led brands. · We combine brand storytelling, · strategic clarity and world-class · creative to help companies grow with purpose. · ...

We're looking for a full-stack Brand Manager: Someone who can own the strategy, lead the client, and execute the work when needed. · ...

As a Portfolio Analyst you will have the opportunity to positively impact clients by supporting portfolio construction internal & external communication and trading for Ultra High Net Worth investors Through your combined knowledge of investments and private wealth management you ...

As a Portfolio Analyst you will have the opportunity to positively impact clients by supporting portfolio construction, internal & external communication and trading for Ultra High Net Worth investors. · ...

We are seeking a Portfolio Analyst to support portfolio construction and trading for Ultra High Net Worth investors. The ideal candidate will have strong analytical skills and knowledge of investments and private wealth management. Key duties include conducting portfolio risk and ...

We seek a Quantitative Strategist in PWM Portfolio Analytics to solve real-world problems through analytical methods. You will use mathematics, programming, and logical thinking to construct quantitative models. · Design client reporting tools · Provide backtests and risk analyti ...

We are seeking a dynamic and highly knowledgeable Healthcare Product Strategist to join our Vendor Management team. This role is ideal for someone who combines deep expertise in our product portfolio with strong communication and presentation skills.Product Expertise & Strategy D ...

We are seeking a Strategist to join our team in Dallas. As a Strategist, you will play important roles in research, valuation, portfolio construction, and risk management analytics. You will develop advanced computational models, architectures, and applications to meet the challe ...

We are looking for a talented software engineer to join our team in Dallas. You will be responsible for designing and building production-grade systems and APIs that support portfolio analysis and fund modeling. The ideal candidate will have a strong background in computer scienc ...