Investment Strategist: Lead Portfolios & Client Growth
BOK Financial
BOK Financial Wealth Management has grown alongside its clients for over a century, offering sophisticated investment solutions and personalized service. As an Investment Strategist, you will manage portfolios, consult with Wealth Advisors, and lead the analytics reporting plan to deliver insights that inform decisions. This role emphasizes collaboration, risk management, and adherence to investment guidelines while building trusted relationships with internal teams and clients. #J-18808-Ljbffr BOK Financial
- ...skilled SEO Specialist to enhance client relationships through data-driven digital... ...involves mentoring team members, leading research and strategy for SEO, and... ...ll report to the Digital Marketing Strategist and contribute to account growth. #J-18808-Ljbffr TransPerfect...Suggested
- Meketa Investment Group seeks a Client Portfolio Manager to join Meketa Capital's Client Portfolio Management Team. The role is client-facing, translating complex private markets strategies into clear insights for clients and prospects, and working across Business Development...Suggested
- ...Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ...delivering sophisticated investment solutions to High Net Worth... ...and Ultra High Net Worth clients. This leader will partner... ...practices, and support business growth initiatives. The role...SuggestedFull timeWork experience placementWork at office
- Cro Metrics is seeking a Senior Growth Strategist with a Paid Media focus to own multi-channel paid... ...data-driven experimentation. You’ll lead budget, targeting, and testing, connecting... ...to present a coherent growth view to clients. You’ll mentor Growth Associates and...Suggested
- ...within Schwab Wealth Advisory to deliver fiduciary, fee-based investment guidance and personalized financial planning for clients. You will work with a collaborative team to implement comprehensive portfolios using stocks, bonds, ETFs, mutual funds, and other products,...Suggested
$63k - $95k
...025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales... ...team focuses on driving revenue growth among our largest enterprise... ...compelling narratives, support a defined portfolio of enterprise accounts, and help...Work experience placementLocal area$160k - $180k
...Areas of Interest: Investment Management; Portfolio Management; Relationship... ...grown alongside its clients, establishing itself... ...and fostering growth for investors, employees... ...The Investment Strategist manages investment... ...You will set and lead execution of the data...- ...consulting firm that collaborates with clients to achieve what’s possible through the power... ...and consulting skills.Partnering with portfolio team to demonstrate technical... ...supporting internal CapTech initiatives and leading client engagements.Qualifications14+ years...Work at officeRemote workVisa sponsorshipWork visaFlexible hours
$186k - $213.9k
...United StatesDepartment: Client DevelopmentBusiness... ...Arcadis is the world's leading company delivering... ...description:The Sector Portfolio Leader for Internet &... ...accountability for sales growth, client portfolio performance... ...client strategies and investment plans.Proven success...Full timePart time$96.25k - $137.5k
...interview.The Video Services Growth Marketing &... ...Partnerships Paid Media Strategist to architect and manage... ...multi-million dollar portfolios across offline and digital... ...ensure substantial investments perform at peak efficiency... ...+ years of experience leading high-velocity mass-...Local areaFlexible hoursShift work- ...will oversee a regional market, develop and lead high-performance teams, and align design... ...Market Business Plan. You will advance client engagement, brand presence, and firm performance... .... You will divide time between market growth activities and direct client leadership...
- Epsilon is seeking a Lead, Client Leadership to drive revenue growth and innovative data strategies for digital and TV activation channels. You will manage a vital book of accounts in Tech and Telco, reporting to the VP of Client Growth, and partnering with cross-functional...
- Monks in Denver is seeking an Associate Director, Media Strategy to lead strategy and planning workstreams for a major client. You will own end-to-end deliverables, build strong client relationships, and guide a small team while integrating AI-enabled workflows for faster...
- ...market for the Denver office. You will build and lead high‑performing teams, develop the Market Business Plan, and drive client engagement, project leadership and... ...the market, with a focus on sustained top-line growth and Living-Centered Design in every client touchpoint...Remote jobWork at office
$92k - $138k
Company Description In the position of Lead, Client Leadership at Epsilon, you will occupy a... ...Telco industries. You will promote revenue growth and guide innovative data strategies for... ...channels. Epsilon’s comprehensive portfolio of capabilities across our suite of digital...Temporary workWork experience placementFreelanceLocal areaFlexible hours- Epsilon leads the way in data, technology and services for the marketing and advertising ecosystem. This Lead, Client Leadership role focuses on guiding revenue growth and innovative data strategies for digital and TV activation channels. You will report to the Vice President...
- AO - American Income Division is seeking a Remote Client Experience Manager to serve individuals and families seeking information about available benefits. You’ll educate on options, provide ongoing support, and create a positive experience from consultation through continued...Remote jobFlexible hours
$75k - $95k
Client Strategist About Us Breef is the leading platform for brands to find their next agency. We've streamlined the process from start to finish, making... ...to join a great team and make an impact within a high-growth startup. Responsibilities Welcome new brands to Breef...Remote work- Jobtailor seeks an experienced Portfolio Construction Analyst in the United States, Colorado, to deliver bespoke asset allocation analyses for financial professionals and internal clients. You will generate model reviews, support custom tools, and translate market insights...
$130k - $150k
A leading advertising agency in Denver is seeking a Director to lead strategic initiatives for flagship clients. This role requires over 10 years of experience in strategy within advertising, showcasing exceptional writing and presentation skills. You will own the strategic...Work at officeRemote work$57k - $87k
...servicing assigned Construction portfolio consisting of a variety of... ...supported by the IPG/IRE/HC teams. Client segment focus is local and... ...including single bank and leading to multi bankparticipations/syndications... ...knowledge to support team growth and performance. Technology...For contractorsWork experience placementInterim roleWork at officeLocal areaFlexible hours- Supporting Strategies is seeking a Client Portfolio Manager to lead a compact team delivering financial operations solutions to a client portfolio in Denver, CO. You will drive client relationships, ensure quality delivery, and continuously improve how the team operates...
$150k - $170k
...a global scale, within an environment that fosters career growth and development. Our mission drives us to develop groundbreaking... ...System which makes everything possible.The Senior IT Portfolio & Governance Lead supports the execution and continuous improvement of IT...Full timeWork at officeImmediate startRemote workWork from homeFlexible hours$177.5k - $275.2k
..., we have some of the world’s leading professionals passionate about... ...Together with our US Federal clients we live, work and raise our families... ...an experienced US Federal Growth Leader for our US Government and Department of Defense portfolio Nationwide and Stantec's US...Full timeTemporary workPart timeWork experience placementCasual workLocal areaRemote workFlexible hours- Affirm is looking for a Client Success professional in Denver, CO to drive long-term partnerships with merchants. The role includes managing accounts, contract renewals, and analyzing merchant performance to maximize value for both Affirm and its partners. Ideal candidates...Remote jobContract work
- ...& McDonnell, we partner with clients to drive enterprise-wide transformation... ...consulting solutions, leads pursuit and proposal... ...accountable for growing and managing a portfolio of client relationships,... ...business and sustained account growth.Leverage existing internal...Contract workWork at office
$84.3k - $155.4k
...Effectively, manages personal portfolio and advises account teams on... ...peers, internal leadership, and clients.Recruiting for this role ends... ...relationshipsAbility to lead projects or workstreamsThe Team... ..., as well as through our own investments, commitments, and actions across...Contract workFor contractors- ...owners to understand their assets, optimise portfolio performance, and make smarter... ...intelligence and operational backbone that helps leading organisations run their assets with... ...for how Asseti creates demand and drives growth. We have strong product-market fit, exceptional...
$177.5k - $275.2k
..., we have some of the world’s leading professionals passionate about... ...Together with our US Federal clients we live, work and raise our families... ...an experienced US Federal Growth Leader for our US Government and Department of Defense portfolio Nationwide and Stantec's US...Full timeTemporary workPart timeWork experience placementCasual workLocal areaFlexible hours- About this role:Wells Fargo is seeking a Lead Credit Product Portfolio Specialist within the Vendor Finance team, on the Healthcare and Industrial... ...:Build and maintain effective relationships with existing clients within their products or functional area, including sharing...Full timeWork experience placementInterim roleWork at officeFree visa
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Strategist: Lead Portfolios & Client Growth. Be the first to apply!
- workplace strategist Denver, CO
- senior brand strategist Denver, CO
- business strategist Denver, CO
- communications strategist Denver, CO
- digital strategist Denver, CO
- strategy consultant Denver, CO
- technology strategist Denver, CO
- account strategist Denver, CO
- design strategist Denver, CO
- media strategist Denver, CO


