11 director wealth strategist jobs found

Job Description Retail Merchandising Supervisor The role of the Retail Merchandising Supervisor (RMS) is the accountability for the hiring, training/coaching and monitoring of the hourly merchandising staff to achieve world class retail effectiveness while optimizing cost efficiencies. Individuals will need to ensure all in-store activities are properly executed to support the merchandising plan. The Retail Merchandising Supervisor will have an assigned geography and Sales Service Representatives who are scheduled to perform in-store activities (merchandising, display building, backroom management, etc.). The Retail Merchandising Supervisor will oversee these individuals and aid in developing their capabilities. A successful Retail Merchandising Supervisor should have sound understanding and be well suited to assume the responsibilities of the role by excelling in the following skills: • Actively participate in the interview process of new hires via in-person or video...

About this role Business Description: BlackRock's US Wealth Advisory (USWA) business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs and mutual funds to Alternatives, SMAs, USWA's mandate is to deliver One BlackRock to wealth clients. Role Description : iShares Market Leaders in US Wealth Advisory are responsible for accelerating the growth of iShares and representing BlackRock. The scope of their role will include 3 core elements: (1) Be the authority on iShares to sell Core, Fixed Income, Factors, Sustainable and Megatrends to the largest and fastest growing advisors across all channels; RIA, Independent and Regionals and Wirehouse. (2) Deliver deep ETF expertise, education and market insights through the presentation of iShares content in client meetings, scaled in-person and digital events. (3) Partner with the segmented Market Leaders to identify and drive iShares sales...

Territory: Thousand Oaks, CA - Psychiatry   Target city for territory is Thousand Oaks - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Ventura, Malibu, and San Fernando   SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!   As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales...

About this role Technical Project Manager Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About the Opportunity With over $230B in client assets across direct index and active investment strategies, SMA Solutions is a rapidly growing business within USWA (~10% org growth rate). Our personalized portfolios utilize individual securities, BlackRock Mutual Funds, and iShares ETFs to customize, diversify, and tailor investment solutions to high net worth/ultra-high net worth, mass affluent, and institutional clients. We're looking for a Technical Pro ject Manager to support the delivery of cross- functional, product and platform focused initiatives critical to the growth and operational...

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are seeking a highly quantitative and motivated Associate to join the Quantitative Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management, operating under BlackRock's SMA Solutions business. QIS is responsible for driving strategic product innovation, developing tax-managed investment strategies, and advancing quantitative research. The team spearheads the creation of cutting-edge tax-advantaged solutions, encompasses direct indexing, active long/short, option overlays, factor tilts, concentration management and more. QIS also plays a pivotal role in client engagement and internal...

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About the role We are seeking an enthusiastic team member to join our Investment Policy & Process team. This team plays a critical role in driving scale across the SMA Solutions investment ecosystem, continually enhancing investment processes. The ideal candidate will help expand the use of automated and quantitative techniques with a focus on Direct Indexing and Tax‑Aware Long‑Short strategies. This role operates in a fast‑paced environment and will make meaningful contributions toward improving the productivity, scalability, and solution set of the SMA Solutions business. Key Responsibilities : Serve as a key contributor in...

Territory: Long Beach, CA - Psychiatry   Target cities for territory are Long Beach and Huntington Beach- will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Huntington Beach, Gardena, and Manhattan Beach.   SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!   As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive...

Territory: Southern California / Phoenix, AZ - Neuroscience   Target cities for the area are Phoenix and Los Angeles - will consider candidates who live within 100 miles of area boundaries with access to a major airport. Area boundaries include:  Greater Phoenix area and Southern California including Los Angeles, Bakersfield and Santa Barbara.      SUMMARY:   Are you a results-driven biopharmaceutical sales leader looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!   As an Area Sales Manager (ASM) you will be responsible for leading, developing, and...

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About the Role Lead the engineering team and define the future of our cutting-edge equity portfolio construction platform. Built on microservices with a sleek web interface, we power personalized investing at scale. You'll drive vision, partner across tech and product teams, and deliver enterprise-grade solutions in an agile, two-week sprint environment. Perfect for a seasoned technology leader obsessed with client success and ready to innovate. Key Responsibilities Lead development and delivery of enterprise software solutions. Align engineering and product priorities through close collaboration with leadership. Help manage and own...

About this role About Us BlackRock is a world-class provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors. BlackRock offers a range of solutions - from meticulous fundamental and quantitative active management approaches aimed at increasing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. BlackRock's Transition Management team helps institutional clients restructure their investment portfolios, acting as a bridge between their existing and desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver a modern approach to project management,...

Territory: Stockton, CA  - Psychiatry   Target city for territory is Stockton - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Fremont, Stockton, Elkgrove, San Ramon, Pleasonton and Hayward.   SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!   As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive...