Senior Asset Allocation Strategist for HNW Portfolios
Edward Jones HQ
Edward Jones is seeking a professional for an Investment Management role in Tempe, Arizona. This position focuses on developing and enhancing high-net-worth portfolio frameworks and asset allocation strategies. The ideal candidate will have a strong background in multi-asset investing and extensive experience in portfolio construction. You'll ensure that our financial advisors are equipped with the highest-quality investment insights for their clients, contributing to the advancement of the firm's investment capabilities. Edward Jones offers a competitive compensation and benefits package, including a 401k plan and flexible spending accounts among other perks. #J-18808-Ljbffr
- ...team provides an end-to-end, HNW client experience by... ...reporting and support. Associate Portfolio Strategists leverage the extensive... ...They will partner with the Senior Portfolio Strategist to design... ...portfolio transition advice (i.e., asset allocation, tax minimization, optimal...AssetHigh net worthTemporary workWork at officeHome officeFlexible hours
- ...with high-quality investment guidance, portfolio solutions, and risk-aware planning frameworks. Within this organization, the Asset Allocation Team plays a central role in shaping the... ...insights – particularly for high-net-worth (HNW) client segments. What You’ll Do:...SeniorAssetHigh net worthTemporary workWork at officeHome officeFlexible hours
- ...end-to-end, high net worth (HNW) client experience by partnering... ...What You Will Do: Support Senior planner and partner with home... ...financial planning and asset management services. Work... ...Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment...SeniorAssetHigh net worthTemporary workWork at officeHome officeFlexible hours
$80k - $115k
Senior Implementation Strategist, Next Education Workforce Campus: Tempe JR121798 End Date: June 10, 2026 Minimum Qualifications: Bachelor's degree... ...& Design teammates Maintain design systems and assets Manage projects Pilot and refine materials Use data to...SeniorAsset$140k - $200k
...experience for high-net-worth (HNW) and ultra-high-net-worth (... ...areas such as: Tax-efficient portfolio strategies Retirement income distribution... ...including net acquired assets to the Firm, track planning... ...Stanley, we raise, manage and allocate capital for our clients – helping...AssetHigh net worthTemporary workLocal area- ...environment to our students! Regional Senior Accountant Location: Hybrid –... ...reporting accuracy of an assigned portfolio of AMS schools and organizational... ...requirements. Assist with accruals, allocations, prepaid expenses, fixed assets, and other accounting activities....SeniorAssetWork at office
- ...As aPrincipal Portfolio Manager, you’ll take the lead in shaping a critical portfolio for Stryker’s Sustainability Solutions business and... ...Partner with R&D to anticipate future needs and the strategic assets needed to compete Partner with Clinical Affairs to generate clinical...AssetWork experience placementWork from homeRelocationRelocation packageMonday to FridayShift work
- PowerToFly is looking for a Financial Planning Director in Tempe, AZ, who will partner with Financial Advisors to create personalized financial plans for high-net-worth clients. This role involves providing advanced planning strategies and serving as a planning expert....SeniorHigh net worth
- ...SRP in Tempe, Arizona, is looking for a Senior Safety & Health Specialist to support safety initiatives by promoting a safe work culture. This role includes enforcing safety policies, conducting inspections, and investigating workplace accidents. Preferred qualifications...Senior
- ...Technology Process Manager - Application Portfolio Manager The Application Portfolio... ...evaluation of various portfolio factors; asset management, technology, processes and frameworks... ...and organizational support is being allocated in support of Group wide goals....Asset
$30 - $39 per hour
A global staffing and IT services organization is seeking a Sr. Procurement Specialist in Tempe, AZ. The candidate will support commodity teams to ensure eAuction success and manage multiple tasks effectively. A Bachelor’s degree in Supply Chain or related field is preferred...SeniorWork at officeDay shift- ...Senior Analyst The Senior Analyst plays a critical role in evaluating and overseeing... ...have a strong background in alternative assets, such as private equity, hedge funds, real... ...Collaborate with internal teams, including portfolio managers, compliance, and legal, to ensure...SeniorAssetWork at office
- ...APS (Arizona Public Service) is seeking a Renewable Maintenance Specialist to maintain various solar and BESS assets statewide. Responsibilities include troubleshooting and repairing solar systems, providing technical guidance, and ensuring compliance with APS construction...SeniorAsset
- DriveTime is seeking a Senior Product, Systems Specialist located in Tempe, Arizona. In this role, you will manage complex operational issues end-to-end and lead improvements across various platforms while working in a hybrid model. The ideal candidate will have over 3...Senior
- ...deliverables across projects and/or an assigned portfolio of relationships Engage with risk... ...financial strength and stability is an asset that emboldens us to explore new ideas.... ...Movement within the organization is encouraged, senior leaders are accessible, and you can take...SeniorAssetOngoing contractWork experience placementWork at officeFlexible hours
- ...capacity for them to work smarter, deepen client relationships, drive measurable growth, and deliver more value. The Senior Practice Management Strategist leads the evolution of practice health, diagnostic, assessment, and business planning strategies, along with the...SeniorTemporary workWork at officeHome officeFlexible hours
- ...Edward Jones is seeking an Associate Portfolio Strategist in Tempe, AZ. This role involves partnering with financial advisors to bring the client's financial plans to life through tailored investment strategies. The ideal candidate will have a Bachelor's degree and relevant...
- ...leadership and oversight of the project portfolio. The portfolio may consist of multiple, cross... ...a plus. Experience working with Data assets such as MDM, EDW and Data Lake Ability... ...etc) Experience in interacting w/ senior leadership, including to C-suite...SeniorAssetShift work
$125.6k - $213.5k
Senior Manager, Client Success page is loaded## Senior Manager, Client... ...solutions and services portfolio, and digital platform Ingram... ...Services Account Management)** *IT Asset Disposition (ITAD) | Hybrid -... ...incentives. These awards are allocated based on position level and...SeniorAssetTemporary workWorldwide- ...management firms in the world, with more than $2 trillion in client assets and more than 16,000 financial advisors. Our financial advisors... ...MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do...AssetHigh net worthWorldwide
- ## Senior AccountantApplylocations: 1720 W Rio Salado Pkwy Tempe, AZ 85281time type: Full... ...investment in real estate and commercial assets. The Company offers a small, professional... ...accounting operations and month-end close for a portfolio of real estate and commercial assets. The...SeniorAssetFull timeTemporary workCasual workWork at office
$130k
...Growth, Creative, Copy/Email, and MarTech can execute without confusion, rework, or a dozen follow-up Slack threads. Strategic assets. You build or direct presentation decks, webinar materials, landing page messaging, ad scripts, and launch inputs. Cross-functional...AssetTemporary workWork at officeFlexible hours- ...Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals... ...banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including...SeniorAssetWork experience placementRemote work
$95.5k - $153k
...client stay with Chase! As a Client Service Senior Manager within the Commercial Bank you will lead the business, own a portfolio of clients and manage a group of dynamic client... ..., financial transaction processing and asset management. We offer a competitive total rewards...SeniorAssetWork experience placementWork at office- ...Senior Manager, External Reporting & Technical Accounting Department: Finance Employment... ...for fair value of the Company’s investment portfolio to assure proper balance sheet... ...impairment testing for Goodwill and Intangible Assets. Analysis and review of Segment Reporting...SeniorAssetHourly payFull timeTemporary workWork experience placementInternshipLocal areaFlexible hours
- WESTERN STATE BANK in Chandler, AZ is seeking an AVP / Special Assets Officer who will manage adversely rated credit loan relationships... ..., negotiating modifications, and managing a problem credit portfolio. The ideal candidate will have a Bachelor’s degree and over 5 years...SeniorAssetFull time
- ...that combines the resources of a larger practice with the close-knit culture of a boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute to the firm’...SeniorHigh net worthFull timeRemote workFlexible hours
- ...Overview Position: Senior Manager, Partnership Marketing – Full Time/Exempt Department:... ...management of the Club’s corporate partnership portfolio, ensuring best-in-class service,... ...revenue-generating initiatives across Club assets and platforms Oversee the planning and execution...SeniorAssetFull timeH1bWork visaFlexible hoursWeekend workAfternoon shift
- A leading defense contractor is seeking a Senior Operations Coordinator for a SkillBridge Internship, targeting active-duty military transitioning to civilian roles. You will manage property accountability, assist in procurement, and prepare documentation for internal...SeniorAssetFor contractorsInternship
$136.57k
Senior Planner, High Net Worth Team - Tempe, AZ Position Schedule: Full-Time. Job Overview Join Edward Jones High Net Worth team to provide... ...of Home Office and third-party experts to deliver an end-to-end HNW client experience by partnering within and outside of the...SeniorHigh net worthFull timeHome office
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