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
- ...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...SeniorAssetHigh net worth
- ...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...AssetHigh net worthTemporary workWork at officeHome officeFlexible hours
- ...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...SeniorAssetHigh net worthTemporary workWork at officeHome officeFlexible hours
$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...SeniorAsset$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...SeniorAssetInterim role$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...AssetHigh net worthTemporary workLocal area- ...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....SeniorAssetWork at office
- ...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...SeniorAssetHigh net worthTemporary workWork at officeHome officeFlexible hours
- ...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...AssetWork experience placementWork from homeRelocationRelocation packageMonday to FridayShift work
- 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. ...SeniorHigh net worth
- 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...SeniorHigh net worth
- 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
- ...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
- 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
- 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
$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...SeniorWork at officeDay shift- ...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...SeniorAssetOngoing contractWork experience placementWork at officeFlexible hours
$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...SeniorAssetTemporary workWorldwide$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...SeniorAssetWork experience placementWork at office- 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...SeniorAssetFull timeTemporary workCasual work
- ...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...SeniorAssetWork experience placementRemote work
- 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
- 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...SeniorAssetFull time
- ...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...AssetHigh net worthWork experience placementWork at office
$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...SeniorHigh net worthFull timeHome office$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- ...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...SeniorAsset
- 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...SeniorAsset
- 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...SeniorAsset
- 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...
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