Remote Wealth Strategy Specialist (DST & QOZ)
$85k - $105kGriffin Capital Corp.
- Remote job
Griffin Capital Corp. is looking for a Strategy Specialist based in El Segundo, CA or Remote. The role requires strong sales acumen with responsibility for advisor relationships and significant outreach efforts. The ideal candidate will have over three years of sales experience and a relevant degree. Key responsibilities include conducting calls with advisors, hosting meetings, and advancing sales processes. The position comes with a competitive salary range of $85,000-$105,000 plus benefits. Join Griffin Capital to drive value in rental housing investments. #J-18808-Ljbffr Griffin Capital Corp.
$85k - $105k
Griffin Capital Company in El Segundo, CA, is seeking a Strategy Specialist to manage advisor relationships and execute territory-driven sales strategies. This role involves understanding and communicating various investment strategies to advisors while maintaining CRM...Remote job$85k - $105k
...Strategy Specialist Griffin Capital Company is a leading full-service real... ...territory alongside an SVP, Wealth Solutions. This is a specialist... ...Griffin's investment strategies DST/1031 exchange, Qualified... ...investment conversations across DST, QOZ, and Developmental Real...SuggestedFull timeTemporary workPart timeWork experience placementLocal area$85k - $105k
Griffin Capital is looking for a Strategy Specialist to manage relationships and drive sales in a remote or El Segundo setting. This role includes conducting calls, hosting virtual meetings, and owning a specific territory alongside an SVP. Successful candidates will have...Remote job$65k
....00 yearly. Direct to Consumer Strategy Analyst - Disney Entertainment Oversees... ..., productivity software, remote monitoring services, hyperconvergence... ...: $182,400.00 yearly. Citi Wealth At Work - Deposits and Treasury Management Specialist Works within Citi’s wealth...Remote workFull time$100k - $110k
...primary responsibility of the Regional Wealth Management Specialist / Internal Wholesaler is to partner... ...involve specific territory management of remote areas and/or responsibilities in... ...analytical tools to recommend products and strategies that optimize client portfolios....Remote workWork experience placementWork at officeLocal area- Seven Springs Wealth Group is seeking a Business Development Officer to drive growth through strategic client acquisition and referral networks. You will shape target markets, plan sales events, and oversee branding efforts to support a growing advisory practice. The role...Remote job
$30 - $45 per hour
...requirement subject to workplace policy; remote employees are eligible but may be... ...Corporate 401(k), Rule 144, Insurance, and Wealth Management Workstation. Support marketing... ...requirements. Minimum of five years’ experience in specialist or analyst level roles within the...Remote workHourly payTraineeshipWork at office- Aptronics is seeking a YouTube Strategy and Optimization Specialist to develop and implement effective strategies aimed at maximizing channel growth and audience engagement. The role involves optimizing video release timing, crafting SEO-friendly titles, and managing large...Remote jobFull time
- Description Reporting directly to the Head of Wealth Management, the Director of Wealth Management Strategy & Solutions serves as a key member of the Wealth Leadership... ...a strong community, and do their best work. Remote roles will also have the opportunity to come together...Remote workWork at officeWork from homeFlexible hours
- Title: YouTube Strategy and Optimization Specialist Job Type: Full-Time Location Los Angeles strongly preferred (but open to remote) Responsibilities Develop and implement comprehensive YouTube strategies to maximize channel growth and audience engagement. Optimize...Remote workFull time
- ...candidate will have strong experience with Meta ads, understand lead forms, and be capable of providing clear updates and documentation. This is a long-term remote contractor opportunity that focuses on creative strategy and accountability. #J-18808-Ljbffr NEW ERA Digital LLCRemote jobFor contractors
$85k - $130k
The Opportunity We are seeking a Knowledge Strategy Legal Specialist to join our Firm. This position will be based in our New York office (hybrid... .... Paid leave options, including parental. In-classroom, remote, and on-demand learning and professional development opportunities...Remote workContract workWork at officeLocal areaShift work$105.8k - $163.45k
...lifecycle management (CLM). What you'll do As a Monetization Strategy Specialist, you will play a key part in shaping the business model and... ...Hybrid: Employee divides their time between in‑office and remote work (minimum 2 days per week) with an office location required...Remote workPermanent employmentFull timeContract workWork at officeShift work2 days per week$125k - $140k
...major financial centers. The Opportunity We are seeking a Specialist, People Strategy to join the firm. You will support the strategic and day-... .... Paid leave options, including parental. In‑classroom, remote, and on‑demand learning and professional development opportunities...Remote workWork at officeLocal areaShift work$98k - $163k
Job Family : Strategy & Transformation Consulting Travel Required : Up to 10% Clearance Required : Ability to Obtain Public Trust What... ...involving work on client site, in a Guidehouse office, and remote. * Build trusted client relationships to understand mission needs...Remote workTemporary workWork at officeFlexible hours- ...inappropriate healthcare spend. Role Overview The Policy and Market Strategy Specialist supports Activate Care's strategic growth by combining... ...mission‑driven, and comfortable working independently in a remote, fast‑moving environment Diversity & Inclusion At Activate...Remote workLocal areaVisa sponsorshipWork visa
$79.5k - $148.5k
...Strategist to join our Enterprise Brand Strategy & Activation (EBSA) team. In this role,... ...days per week and enjoy the flexibility of remote work the remaining days. Current... ...technology, we want to hear from you! As a Specialist, you'll assist and implement the overall...Remote workFull timeTemporary workPart timeCasual workWork at officeShift work2 days per week$36.6k - $67.5k
Bank of Montreal is seeking a Sales and Service Representative focused on wealth and investment strategies, providing tailored customer solutions and fulfilling service activities effectively. The role requires 2-3 years of experience and completion of the Canadian Securities...Remote jobFlexible hours- ...Job Highlights Title: Senior Wealth Strategy Associate Type: Full Time Experience: 3 Years Function: Business Management Location: Tucson, AZ, United States Company: UBS Company Profile UBS is the world’s largest global wealth manager. The bank operates through four business...Full timeWork experience placement
$75k - $105k
...Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the...Full timeFlexible hours- ...Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand...Flexible hours
- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations weekly with high-net-worth prospects... ..., and excel in virtual communication. This role offers remote work, a premium earning potential, and a coaching-focused environment...Remote job
- ...Are you skilled at developing wealth management strategies? Does financial data excite you? Responsibilities Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. Develop customized asset allocation...Full time
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant to help high-net-worth retirees with their retirement tax planning. The role involves... ...This position offers an outstanding earning potential of $200K-$250K+ in a 100% remote environment. #J-18808-Ljbffr Curvion BlueRemote work- Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct inbound consultations with high-net-worth clients. This role focuses on advanced retirement tax planning, offering significant earning potential without traditional financial planning responsibilities...Remote job
- ...Financial Planner to deliver comprehensive, goal-based financial planning and wealth management services. The role includes advising clients, integrating financial planning with tax strategies, and maintaining high-quality service aligned with fiduciary standards. The...Remote job
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...Remote job$105k
Associate, Investment Product Strategy - Wealth SanFrancisco,CA or NewYork,NY About this role BlackRock’s Portfolio Insights for Wealth team translates the best of BlackRock’s market insights into portfolio implications for wealth advisors. The team partners closely with...Work at officeWork from homeFlexible hours1 day per week$87k - $109k
...Description The Complex Loss Specialist position at Golden State Claims... ...determine optimal resolution strategy. Qualifications ~... ...from home reimbursement for remote/hybrid roles. ~Canary emergency... ...contribution. ~Addition Wealth Financial Wellness Program....Remote workFull timeTemporary workWork from home$60k - $70k
...background here. About the team and position As a Specialist, Safe and Secure Operations Strategy, you will be an integral part of the Safe and Secure... ...other departments within Safe and Secure. Provide remote and phone support to internal customers and alternate...Remote workHourly payFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Wealth Strategy Specialist (DST & QOZ). Be the first to apply!
- order management specialist El Segundo, CA
- measurement specialist El Segundo, CA
- facility management specialist El Segundo, CA
- human factors specialist El Segundo, CA
- leasing specialist El Segundo, CA
- order specialist El Segundo, CA
- assessment specialist El Segundo, CA
- systems integration specialist El Segundo, CA
- housing specialist El Segundo, CA
- ecommerce specialist El Segundo, CA



