Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 Edward Jones

Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Senior Asset Allocation Strategist for HNW Portfolios in Tempe, AZ vacancy
  •  ...experienced professional to lead the development of high-net-worth portfolio frameworks in Tempe, AZ. This role involves shaping...  ...a bachelor's degree, seven years of relevant experience in asset allocation, and strong analytical skills. Benefits include medical coverage... 
    Senior
    Asset
    High net worth

    Edward Jones

    Tempe, AZ
    2 days ago
  •  ...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... 
    Asset
    High net worth
    Temporary work
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Tempe, AZ
    1 day ago
  •  ...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 Drive... 
    Senior
    Asset
    High net worth
    Temporary work
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Tempe, AZ
    1 day ago
  • $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... 
    Senior
    Asset

    Arizona State University

    Tempe, AZ
    1 day ago
  • $110k - $115k

     ...Senior Accountant A well-established investment firm with a 2...  ...record managing over $4B in assets across a national footprint....  ...large clients, with a growing portfolio and several large-scale projects...  ...management fee income Allocate shared costs across funds, and... 
    Senior
    Asset
    Interim role

    Southwest Accounting Resources, Inc.

    Tempe, AZ
    1 day ago
  • $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... 
    Asset
    High net worth
    Temporary work
    Local area

    PowerToFly

    Tempe, AZ
    11 hours ago
  •  ...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.... 
    Senior
    Asset
    Work at office

    The Academies of Math and Science

    Tempe, AZ
    4 days ago
  •  ...discretionary investment management, estate settlement and complex asset management services, we provide specialized expertise that...  ...their lifetime, and not just after death. What You Will Do The Senior Trust Advisor is responsible for the management of trusts, estates... 
    Senior
    Asset
    High net worth
    Temporary work
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Tempe, AZ
    1 day ago
  •  ...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... 
    Asset
    Work experience placement
    Work from home
    Relocation
    Relocation package
    Monday to Friday
    Shift work

    Stryker Group LLC

    Tempe, AZ
    1 day ago
  • 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. ...
    Senior
    High net worth

    PowerToFly

    Tempe, AZ
    4 days ago
  • The Downtown Boulder Partnership is seeking a Senior Planner for the High Net Worth Team in Tempe, AZ. This position requires expertise in financial planning and experience working closely with clients and financial advisors to deliver tailored financial solutions. Successful... 
    Senior
    High net worth

    Downtown Boulder Partnership

    Tempe, AZ
    3 days ago
  • BD Mexico is looking for an experienced Employee Relations professional based in Tempe, Arizona. In this role, you will collaborate with managers and provide guidance on employee relations issues and compliance with US employment laws. The ideal candidate has at least ...
    Senior

    BD Mexico

    Tempe, AZ
    1 day ago
  •  ...Dickinson in Tempe, Arizona, is searching for an Employee Relations expert with at least 6 years of experience to provide guidance to senior management and handle complex employment-related cases. The role demands a thorough understanding of US employment law and an... 
    Senior

    Becton Dickinson

    Tempe, AZ
    1 day ago
  • 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

    DriveTime

    Tempe, AZ
    2 days ago
  • A Fortune 500 manufacturing and aerospace company is seeking a Pricing Analyst responsible for overseeing project completion and pricing strategies. The role involves managing financial models and preparing reports for upper management. Candidates need a bachelor's degree...
    Senior

    Collabera

    Tempe, AZ
    1 day ago
  • $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...
    Senior
    Work at office
    Day shift

    idexcel

    Tempe, AZ
    11 hours ago
  •  ...deliverables across projects and/or an assigned portfolio of relationshipsEngage with risk domain...  ...financial strength and stability is an asset that emboldens us to explore new ideas....  ...within the organization is encouraged, senior leaders are accessible, and you can take... 
    Senior
    Asset
    Ongoing contract
    Work experience placement
    Work at office
    Flexible hours

    Northern Trust Corp.

    Tempe, AZ
    1 day ago
  • $125.6k - $213.5k

    Senior Manager, Client Success (Client Services Account Management) IT Asset Disposition (ITAD) | Hybrid 3 days onsite At Ingram Micro...  ...and executive reporting on portfolio health Strong retention and...  ...incentives. These awards are allocated based on position level and... 
    Senior
    Asset
    Temporary work
    Worldwide

    Ingram Micro

    Chandler, AZ
    2 days ago
  • $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... 
    Senior
    Asset
    Work experience placement
    Work at office

    Fairygodboss

    Tempe, AZ
    1 day ago
  • Position Summary We are seeking an experienced Senior Accountant to join our team and serve as a key contributor in...  ...to‑day accounting operations and month‑end close for a portfolio of real estate and commercial assets. The ideal candidate is hands‑on, detail‑oriented, and... 
    Senior
    Asset
    Full time
    Temporary work
    Casual work

    DriveTime

    Tempe, AZ
    11 hours ago
  •  ...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... 
    Senior
    Asset
    Work experience placement
    Remote work

    Chase

    Tempe, AZ
    1 day ago
  • Carvana is seeking a Senior Manager for Portfolio Management in Tempe, Arizona. This role focuses on leading the property management and lease administration for Carvana's national real estate strategy, requiring extensive expertise in real estate operations and legal... 
    Senior

    Carvana

    Tempe, AZ
    4 days ago
  • 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... 
    Senior
    Asset
    Full time

    WESTERN STATE BANK

    Chandler, AZ
    4 days ago
  •  ...client's individual needs. Advisors monitor client activity and provide input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives. The Advisor is also responsible for identifying and developing business... 
    Asset
    High net worth
    Work experience placement
    Work at office

    BOK Financial

    Mesa, AZ
    4 days ago
  • $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... 
    Senior
    High net worth
    Full time
    Home office

    Downtown Boulder Partnership

    Tempe, AZ
    3 days ago
  • $80k - $115k

    Arizona State University is seeking a Senior Implementation Strategist for the Next Education Workforce in Tempe, Arizona. This role involves collaborating with cross-functional teams to design and codify educational resources, ensuring the effective implementation of... 
    Senior

    Arizona State University

    Tempe, AZ
    1 day ago
  •  ...deliver training programs for wholesalers. This role emphasizes effective onboarding, product knowledge, and compliant messaging to drive asset growth. The ideal candidate has extensive experience in financial services sales and investment products. Strong facilitation skills... 
    Senior
    Asset

    Company 19 - John Hancock Life Insurance Company (U.S.A.)

    Tempe, AZ
    11 hours ago
  • A leading online vehicle retailer is seeking a Safe and Secure Technology Senior Administrator to support security-related technical issues for their associates and assets. This role requires 4-6 years in security technology support, with expertise in CCTV and access control... 
    Senior
    Asset

    Carvana

    Tempe, AZ
    4 days ago
  • DriveTime is actively looking for an experienced Senior Accountant in Tempe, Arizona to contribute to day-to-day accounting for real estate assets. This role involves managing monthly accounting tasks, financial statement preparation, and collaboration with external partners... 
    Senior
    Asset

    DriveTime

    Tempe, AZ
    11 hours ago
  • 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... 

    Edward Jones

    Tempe, AZ
    11 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Asset Allocation Strategist for HNW Portfolios. Be the first to apply!