Strategist jobs in United States, New York, New York

Responsibilities:

• Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.
• Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients, Lead the portfolio construction process for new money opportunities with UHNW clients and prospects.
• Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.
• Engage advisors to deliver our enterprise-wide solutions that meet their clients’ needs, Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met.
• Partner with local Merrill Market Executives to deliver value add content to advisors

Qualifications:

• 10+ years’ experience in financial services industry
• 5+ years’ sales experience
• Knowledge of traditional and Alternative Investments products
• Ability to work under pressure, meet deadlines and meet clearly defined measurements
• Strong communication, interaction and presentation skills required
• Self-motivated, adaptive, positive attitude and high energy are a must, display a passion for achieving aggressive goals in innovative and highly professional way
• Series 7 and 63/65 pt 66 required
• Advanced credentials like CFA®, CPWA®, CIMA® preferred

Desired Qualifications:

Portfolio Construction and Analysis, Presentation Skills, Financial Markets expertise, Pipeline Management, Wealth Planning, Liability Management

Skills:

• Market Analysis
• Portfolio Management
• Wealth Planning
• Analytical Thinking
• Client Investments Management
• Client Solutions Advisory
• Networking
• Strategic Thinking
• Business Acumen
• Collaboration
• Critical Thinking
• Oral Communications

• Bachelor’s degree or equivalent practical experience.
• 5 years of experience programming in Objective-C or Swift.
• 3 years of experience testing, maintaining, or launching software products, and 1 year of experience with software design and architecture.
• 3 years of experience with iOS application development.

• Master's degree or PhD in Computer Science or related technical field.
• 5 years of experience with data structures or algorithms.
• 3 years of experience with performance, large scale systems data analysis, visualization tools or debugging.

• Bachelor's degree or equivalent practical experience.
• 10 years of experience in business development, partnerships, management consulting, or investment banking, in the Consumer Electronics, Auto, OEMs, Telecom, E-Commerce/Retail, Apps, Ads, Gaming, or Technology industries.
• Experience working with C-level executives and cross-functionally across all levels of management.
• Experience managing agreements or partnerships.

• Experience in web technologies for authentication, identity, and commercial transactions.
• Experience in privacy, security, and fraud/abuse prevention technologies.
• Experience engaging with standards bodies (e.g., W3C) and influencing browser or platform-level decisions.
• Understanding of the web infrastructure landscape, including frameworks, CDNs, CMSes, and developer ecosystems.
• Understanding web technologies, including the emerging AI and agentic landscape.
• Ability to set strategy, influence across organizations, and communicate effectively with executive stakeholders.

• Bachelor's degree or equivalent practical experience.
  
• 8 years of experience in software development.
  
• 5 years of experience testing, and launching software products.
  
• 5 years of experience building software for data privacy or security (e.g., identity and access management).
  
• 3 years of experience with software design and architecture.

• Master’s degree or PhD in Engineering, Computer Science, or a related technical field.
  
• 8 years of experience with data structures/algorithms.
• 3 years of experience in a technical leadership role leading project teams and setting technical direction.
  
• 3 years of experience working in a complex, matrixed organization involving cross-functional, or cross-business projects.

• Bachelor’s degree or equivalent practical experience.
• 5 years of experience programming in Objective-C or Swift.
• 3 years of experience testing, maintaining, or launching software products, and 1 year of experience with software design and architecture.
• 3 years of experience with iOS application development.

• Master's degree or PhD in Computer Science or related technical field.
• 5 years of experience with data structures or algorithms.
• 3 years of experience with performance, large scale systems data analysis, visualization tools or debugging.

• Bachelor's degree or equivalent practical experience.
• 6 years of experience in management consulting, business operations, business strategy, investment banking, venture capital, private equity, or corporate advisory, or 4 years of experience with an advanced degree.

• MBA degree.
• 2 years of experience in advertising, consultative business, business development, or a digital media environment.
• 2 years of experience creating data sets, data modeling, and reporting.

• Bachelor's degree or equivalent practical experience.
  
• 2 years of experience in advertising, sales, marketing, consulting, or media.
  
• Ability to travel 20% of the time as required.
  

• Experience in launching and managing paid digital advertising campaigns, particularly in Google Ads and other digital marketing platforms.
• Experience in assessing and achieving client success via sales techniques, including effective questioning, objection handling, and selling.
• Experience working with channel sales, advertisers, agencies, or clients.
• Ability to manage and prioritize a portfolio in an advertising or media sales context, and achieve goals to drive growth.
• Ability to build compelling narratives and utilize storytelling as a client engagement strategy.