34 wealth strategies advisor jobs found

About the Role: Grade Level (for internal use): 11 The Team:  The S&P Global Ratings Commercial Team is responsible for optimizing relationships and commercial outcomes with a broad set of clients in the U.S. We are a collaborative team who develop solutions that help our clients overcome their complex business challenges. The team is focused on relationship management and business development, and values intellectual curiosity and strategic thinking. We uniquely leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions.    What you stand to Gain:  Work directly with CFOs, Treasurers, Heads of Investor Relations, and other capital markets executives from some of the largest companies in the world.   Build familiarity with assigned sectors and client business models to support effective day-to-day coverage and informed client discussions.   Develop a deep understanding of the ratings...

About the Role: Grade Level (for internal use): 12 The Team: The S&P Global Ratings Commercial Team is responsible for optimizing relationships and commercial outcomes with a broad set of clients in the U.S. We are a collaborative team that develops solutions to help clients navigate complex business challenges. We focus on relationship management and business development, and we value intellectual curiosity, strategic thinking, and strong partnership. We leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions.   What You Stand to Gain: Direct client access to capital markets executives at many of the world's largest and most sophisticated debt issuers. Sector and client immersion, build familiarity with assigned sectors, issuer business models, and financing strategies to elevate day-to-day coverage and executive-level discussions. Ratings and enterprise knowledge—develop a strong...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Location: 36 South State Street, Salt Lake City Utah Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 219 South Main Street, Akron Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high-net-worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

About the Role: Grade Level (for internal use): 14   About the Role/The Team:     The S&P Global Ratings Commercial Team   is responsible for   optimizing   relationships and commercial outcomes with a broad set of clients in the U.S.  In this highly visible, high-impact organization,   you’ll   help shape how we show up in the market ,   bringing our  mission   and values to life while delivering sustainable, long-term value for clients and communities.  We are a collaborative team who develop solutions that help our clients overcome their complex business challenges.  We thrive on   unique   perspectives,   operate   comfortably in ambiguity, and partner across boundaries to unlock outcomes that no single team could achieve alone.  The team is focused on relationship management, business development, and   is   intellectually curious. We uniquely   leverage   our proprietary methodologies and   cutting-edge...

At World Kinect, our employees are the key to our global success. We are industry leaders due to the innumerable talents of our approximately 5000 strong professional team. Our people thrive in an entrepreneurial and culturally-diverse environment, where innovative thinking, collaboration and efficient execution are highly valued. Our high-performance culture is what allows us to drive sustained growth. Stronger together, we promote an environment where individuals can thrive.     Senior Analyst, Corporate Development Miami Based The Senior Analyst, Corporate Development will support World Kinect’s global strategic growth objectives through advanced financial modelling, valuation work, market analysis, and M&A transaction support. This role will collaborate closely with business unit leaders and senior executives to evaluate strategic investments, assess acquisition opportunities, develop business cases, and support corporate finance initiatives that influence...

The Faculty of Arts and Sciences (FAS) seeks a forward-looking and collaborative financial strategist to serve as its Chief Financial Officer (CFO). Stewarding a $1.8B+ operating budget at the academic core of Harvard, the CFO will play a defining role in shaping the overall FAS financial strategy at a time of significant change and transformation across higher education. Working closely with the FAS Dean and the Dean of Administration & Finance as a trusted advisor, the CFO will lead the development of a more integrated, data-driven financial model that uses finance not only to control costs, but to enable ambitious teaching and groundbreaking research. This is an opportunity to bring sophisticated financial insight, creativity, and rigor to a globally significant faculty, providing stability and clarity during leadership transitions and institutional renewal. For a seasoned financial leader who wants their expertise to directly advance knowledge, discovery, and student...

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As an Advisor in the Single Family Risk team, you will play a critical role in shaping the strategic direction of the organization through data-driven insights and recommendations. You will provide expert guidance on complex analytical projects, partnering with senior leadership to drive business transformation and innovation. THE IMPACT YOU WILL MAKE The Risk and Analytical Modeling – Advisor role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Provide strategic direction and thought leadership in the application of...

The Harvard Center for International Development (CID) has an immediate opening for a Grants Manager to provide life-cycle administration of multi-faceted projects, both federal and non-federal. The Grants Manager will proactively establish relationships with the CID team, CID Faculty Affiliates across Harvard schools, research teams, and the HKS Research Administration Office (RAO) and Harvard’s Office for Sponsored Programs (OSP) to provide expert guidance on all sponsored research issues.   The Grants Manager plays a central role in the support of CID research programs and initiatives and works closely with the Center’s Director of Finance and Operations. This person is responsible for (1) all aspects of the research administration process from budget development to contract negotiations to invoice collection in collaboration with CID research staff, HKS Research Administration Office, and Harvard’s Office of Sponsored Programs, (2) financial post-award monitoring and reporting...

Your work days are brighter here. We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Summary: The Financial Analyst plays a vital role in enabling the Harvard Graduate School of Education (HGSE) to reach thousands of educators annually with the highest-quality professional programs in education (PPE). Reporting to the Director of Finance, the Financial Analyst has primary responsibility for developing, projecting, and reporting on budgets and financial plans, for both the department and its individual programs, representing $15 million revenue. As a key player in PPE, the Financial Analyst partners closely with leaders throughout the organization to analyze financial performance and identify opportunities to enhance PPE’s services. The Financial Analyst is a key advisor to financial and organizational strategy, acting with independent initiative and on the Director of Finance’s behalf as needed. Job-Specific Responsibilities: • Department Reporting and Projections : Closely monitor and analyze department operating results,  prepare monthly reports and...

Job Summary: The Harvard Museums of Science & Culture (HMSC) is a partnership of public museums in Harvard's Faculty of Arts and Sciences that includes the Harvard Museum of Natural History (HMNH), the Harvard Museum of the Ancient Near East (HMANE), the Collection of Historical Scientific Instruments (CHSI), and the Peabody Museum of Archaeology and Ethnology (PMAE). To learn more about HMSC's mission, objectives, and core values, please visit our website https://hmsc.harvard.edu/ Reporting to the Director of Administration, the Finance & Data Manager is responsible for HMSC’s finance, budget, and data reporting. The position works closely with the Director of Administration and the Executive Director to develop and monitor HMSC’s annual budget and maintain the consortium’s complex financial reporting framework. The role also collaborates with HMSC’s many stakeholders, including internal department directors, partner museum administrators, and central University...

TITLE: Compliance Senior Associate – Anti-Financial Crime (AFC) / Know Your Customer (KYC) LOCATION: Boston, MA   Bain Capital Overview With approximately $215 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents.  We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...