Elite UHNW Wealth Strategist
U.S. Bank
U.S. Bank is seeking a PWM Wealth Strategist to collaborate with a Private Wealth Advisor and grow relationships with high net worth clients. You will identify opportunities, guide wealth planning, and leverage fiduciary products to support estate, tax, and trust planning strategies. You will act as a subject matter expert, working with internal specialists to deliver comprehensive wealth solutions and expand the PWM footprint within the local market, based on your network and experience. #J-18808-Ljbffr U.S. Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Elite UHNW Wealth Strategist in Kansas City, MO vacancy
$159.97k - $188.2k
...your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net...SuggestedTemporary workWork experience placementLocal area- ...relationship management to deepen client engagement and drive business development. The ideal candidate has 8-12+ years in investment/wealth management, holds a relevant degree, and CFA/CFP designation with strong knowledge of capital markets and asset allocation. On-site...Suggested
$130k - $150k
...Planning Opportunity in Financial Services Senior Estate Planning Strategist, High Net Worth Planning Services Location(s): 2300 Windy Ridge... ...matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting...SuggestedFull timeWork at officeRemote work- DescriptionThe Proposal Strategist is responsible for developing the proposal plan; the Request For Proposal (RFP) release and the process including end game, and checkmate for assigned business development proposals to win work for the company. This position will conduct...SuggestedContract workLocal area
- Allied Universal is seeking a Crisis Management and Business Continuity Specialist to help prepare for, respond to, or recover from critical events. You will coordinate with regional leaders and security operations to implement plans, analyze risks, and develop training...Suggested
- Teva, a leading biopharmaceutical company, is seeking a Thought Leader Liaison to engage key opinion leaders and drive CNS portfolio insights across the Central US region. You will lead conference coordination, plan speaker programs, generate strategic insights, and develop...
- Lifted Logic is seeking a Revenue Operations Specialist to lead the Rev Ops program across CRM adoption, workflows, and reporting. You will drive client adoption, coordinate cross-functional resources, and demonstrate measurable ROI to fuel renewals. The role collaborates...
- The Solution Strategist shapes and advances specialty practice solutions that support Opioid Treatment Programs (OTP), Medication Assisted Treatment (MAT), and related healthcare workflows. This role partners with clients and internal teams to translate complex clinical...For contractors
- ...Ascedia is seeking a Digital Strategist to join our team. We are looking for a data-driven, innovative digital strategy professional with a desire to learn and grow in a supportive, employee-first work environment. If you are seeking an opportunity to have an impact...Summer workImmediate startFlexible hours
- DM Injury Law seeks a highly analytical Digital Growth Analyst to join our marketing team in Kansas City. You will own paid media, SEO, and AI-enabled search initiatives, and translate data into actionable insights supporting growth. You'll test ideas, optimize campaigns...
$100k
AI Strategist Big Timber AI · Remote (US) · Full-time · $100,000+ base About Big Timber We put AI where work already happens. No consoles nobody opens, no licenses nobody uses — we deploy AI agents inside the chat tools and systems our clients already live in,...Hourly payFull timeLive inRemote work- Senior Social Strategists own day-to-day social strategy development for assigned clients. They transform audience insights, cultural intelligence, social listening findings, platform expertise, and performance data into actionable strategies that drive business outcomes...
- University of Missouri-Kansas City seeks an experienced writer to produce executive communications for the Chancellor and leadership. The role focuses on speeches, scripts, talking points and emails across internal and external audiences. You will craft compelling stories...
- Marsh in Kansas City is seeking a Health & Benefits Consultant to shape employee benefits for complex clients. You will analyze financials, contracts, and data, collaborating with Mercer SMEs to deliver accurate results in a tech-forward environment. The role emphasizes...Work at office
- IMA Financial Group, Inc. in Kansas City seeks an Account Specialist to support Account Managers and Executives on major client accounts. You will prepare coverage and rate comparisons, conduct audits on policies, and assist with invoicing and loss data analysis. You’ll...
- ResMed, via Brightree, is seeking a Customer Success Manager to partner with healthcare providers, driving adoption of Brightree solutions and measurable outcomes. You will lead engagements with executive stakeholders, monitor performance, and coordinate multi-project initiatives...
- SPX Cooling Technologies, part of SPX Technologies, seeks a Global Key Account Manager to drive revenue, profitability, and customer satisfaction for strategic accounts worldwide. You will lead cross‑functional teams, manage quotes, and coordinate with reps to deliver a...Worldwide
- PreventEd seeks a Grants Strategist to develop and manage our grant funding strategy, supporting organizational sustainability, program growth, and mission-driven work. Under the supervision of the Executive Director, you will research funding opportunities, craft compelling...
- IMA Financial Group is seeking an Account Specialist to join its collaborative service team in Overland Park, KS. You will support Account Managers on large client accounts, prepare coverage and rate analyses, and handle invoicing and loss data tasks. The role emphasizes...
- A marketing agency in Overland Park is seeking a Paid Media Specialist to lead and optimize clients' PPC marketing efforts. In this role, you will be responsible for strategic planning, performance analysis, and client communication. Ideal candidates should possess a Bachelor...Local areaFlexible hours
- COMPANY DESCRIPTION Missouri Partnership is a public-private, non-profit organization with the principal mission of recruiting new business investment to the state. Through collaborative efforts with state and local partners, Missouri Partnership works to attract new companies...Local areaNight shift
- Bernstein-Rein is seeking a Broadcast Media Buyer to plan, negotiate, and reconcile local and regional TV and audio campaigns across markets. The role collaborates with media planners, analytics, finance, traffic partners, and vendors to ensure campaigns are executed correctly...Local area
- SUMMARY Under the immediate supervision of the Executive Director, the Grants Strategist develops and manages PreventEd’s grant funding strategy to support organizational sustainability, program growth, and mission-driven work. This position researches funding opportunities...Work at officeImmediate start
- Sun Life U.S. is seeking a Senior Client Relationship Executive to serve as a strategic advisor and relationship manager for large, complex group benefits clients. This remote role with travel supports employers, brokers, and Sun Life teams across US regions, driving retention...Remote job
- Description The Communications Strategist for Power is responsible for enriching Burns & McDonnell communication strategies through creating, preserving and promoting our strong employee ownership culture. The Communications Strategist is a resource in all things related...Full timeWork at office
- H&R Block is seeking a seasonal Workforce Specialist to ensure smooth call center operations by monitoring real-time call traffic and workforce activity. You will reallocate resources as needed and coordinate communications, keeping leadership informed of daily trends and...Seasonal work
- Garmin is seeking a full-time Key Accounts Receivable Collections Specialist at its U.S. headquarters in the Greater Kansas City area. The role focuses on maintaining Key and OEM Accounts and collecting past-due balances to minimize delays in payments. Ideal candidates ...Full time
- Intuit, Inc. is seeking a Staff Payroll Tax Processor to lead end-to-end resolution of complex payroll tax issues across notices, corrections and amendments. The role combines technical expertise with coaching responsibilities for junior staff, driving process improvements...Remote job
- Honeywell Federal Manufacturing & Technologies, LLC, KCNSC in Kansas City, MO, seeks a communications professional to identify, develop and manage complex plans from start to finish. You will serve as a central contact for internal and external stakeholders while coordinating...Remote job
- True Media is looking for an Integrated Media Specialist to develop and execute integrated media strategies across traditional and digital channels. You will translate client objectives into fully integrated media plans and guide activation with cross-functional teams. ...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite UHNW Wealth Strategist. Be the first to apply!
Related searches
- design strategist Kansas City, MO
- investment strategist Kansas City, MO
- senior brand strategist Kansas City, MO
- digital strategist Kansas City, MO
- strategist Kansas City, MO
- strategy consultant Kansas City, MO
- communications strategist Kansas City, MO
- business strategist Kansas City, MO
- technology strategist Kansas City, MO
- media strategist Kansas City, MO


