Senior UHNW Portfolio Strategist
United States Digital Space LLC
United States Digital Space LLC is seeking an experienced investment professional to design and manage customized strategies for high-net-worth investors. You will oversee discretionary portfolio management, including asset allocation, security/manager selection, and risk controls, while communicating proactively with clients. The role emphasizes fiduciary responsibility, collaboration with wealth-management teams, and ongoing client relationship leadership to drive retention and growth. #J-18808-Ljbffr United States Digital Space LLC
$63k - $95k
...(*Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team... ...turn raw data into compelling narratives, support a defined portfolio of enterprise accounts, and help drive scalable insight innovation...SeniorWork experience placementLocal area- Citizens Bank seeks a Senior Benefits Specialist to govern, optimize, and ensure compliance of our health and well-being programs. You will interpret plan provisions, regulatory requirements, and leverage analytics to influence program administration and employee experience...Senior
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$125k - $182.5k
...Join us!Job Description:This job is responsible for working with Portfolio Manager(s) to establish and execute a risk based coverage plan... ...through fact-based analysis and ability to influence senior leadersExcellent credit analysis, project management and leadership...SeniorFull timeWork at officeFlexible hoursDay shift- The Washington Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth Management team. You will create and present comprehensive financial plans for high net worth clients, acting as a trusted advisor and subject matter expert. You will use...Senior
- ...defense, bridging faculty inventors and outside counsel to optimize commercialization. Required: bachelor’s degree with 3-5 years IP portfolio experience; advanced degree preferred; strong communication and data-analysis skills. Hybrid on-campus presence is expected. #J-1...
$151k - $215k
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