- Raymond James Financial, Inc. (St. Petersburg, FL)
- …location: St. Petersburg, FL.** **Job Summary:** This Senior Business Analyst , Technology will partner closely with the Wealth Management & Asset ... (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems.… more
- Santander US (Miami, FL)
- Client Onboarding Sr . Analyst Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial ... **We Want to Talk to You!** The Client Onboarding Sr . Analyst is responsible for reviewing account...review and validation, including KYC, information, source of funds, wealth , and adverse media searches and disposition, on new… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ... across their people, product, and platform. The Strategy Lead Analyst will be working on the Operations Change Management...of Work, as well as drive strategy across the Wealth program for operations. You will closely liaise with… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ... of Work as well as drive strategy across the Wealth program for operations. Closely liaising with the Operational...Ability to effectively partner with Ops leads, technology partners, senior management and business counterparts + Strategic… more
- Fifth Third Bank, NA (Boca Raton, FL)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance ... wealth planning process. + SUPERVISORY RESPONSIBILITIES: + Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive… more
- First Horizon Bank (Fort Lauderdale, FL)
- …and prepare complex credit approval documentation in FHB's commercial loan system. The senior analyst is responsible for accurately reflecting all loan terms, ... at location(s) listed on job posting. **Summary** The Credit Analyst , Sr position provides high level analytical...and understandable manner, both orally and in writing with senior executives, business unit management and staff,… more
- Deloitte (Tampa, FL)
- AML Consultant-Project Delivery Senior Analyst - Regulatory, Risk & Forensic Operate Are you an experienced, passionate pioneer in technology who wants to work in ... a collaborative environment? As an experienced AML Project Delivery Senior Analyst you will have the ability...on Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management. + Bachelor's degree in Finance, Business… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- As part of the IT Wealth Management Product team, the Senior Business /Data Analyst will partner with Product Managers and Business to facilitate and ... Experience:** + Three (3) to five (5) years of experience as a Technical Business /Data Analyst would be preferred or a combination of education, training and… more
- Carrington (Jacksonville, FL)
- …or equivalent work experience. + Eight (8) plus years of experience as a Business Analyst . Experience must include working independently on large and complex ... home!** **What you'll do:** Supporting the Project Manager, the Senior BSA will be responsible for engaging with the... BSA will be responsible for engaging with the business to gather and document requirements, understand standard … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** As part of the RIA & Custody Services (RCS) division, the Senior Product and Business Analyst plays a key role in developing, implementing, ... product and technology solutions. This role supports our core business strategy by identifying and implementing solutions to gain...field. + At least 6 years of work on wealth management with direct experience in building technology platforms… more
- Deloitte (Boca Raton, FL)
- …who wants to work in a collaborative environment? As an experienced AML Project Delivery Senior Analyst you will have the ability to share new ideas and ... 2+ Years Experience submitting written and oral reports to senior management and clients + 2+ Year Experience of...Wealth Management. + Bachelor's degree preferably in Finance, Business , Law, Criminal Justice, or a related field; or… more
- Citigroup (Tampa, FL)
- Citibank, NA seeks an Applications Support Senior Analyst for its Tampa, Florida location. Duties: Provide user support for financial software applications and ... ensure stability of Private banking and wealth management systems, tools, and applications. Provide data driven...user inquiries on data and provide complex queries to business users using Oracle SQL, PL/SQL, and Microsoft SQL.… more
- First Horizon Bank (Tampa, FL)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business , wealth and trust management, retail brokerage, capital markets, ... Tampa, FL, Miami, FL, Orlando, FL or Naples, FL **Summary** The Credit Analyst will work directly with the Market Investor Commercial Real Estate Portfolio… more
- Citigroup (Miami, FL)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... coordinate and contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial potential impact,… more
- Citigroup (Tampa, FL)
- …leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi… more
- Parker Hannifin Corporation (Miami, FL)
- …systems, we offer 24/7 operational and technical support wherever it's needed. Digital & IT Senior Analyst "Functional Business Analyst " (SSO Division - ... Functional Business Analyst (SSO Division - Location: Miami,...Summary We are seeking a skilled Digital & IT Senior Analyst to join our team. The ideal… more
- Regions Bank (St. Petersburg, FL)
- …Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
- Citigroup (Tampa, FL)
- …metrics that have held us back in the past. **Overview of the Role:** The Business Analytics Sr Analyst is a seasoned professional role. Applies in-depth ... drive targeting and segmentation strategies, and communicate clearly and effectively to business partners and senior leaders all findings + Continuously improve… more
- Citigroup (Tampa, FL)
- …The Program will provide Summer Analysts with on-the-job-training in one of Citi's Business Groups (Banking, Markets, Services, Wealth , and Functions) and one of ... Human Resources team works in close partnership with Citi Business leaders to attract, develop, engage, and retain the...Analysts presenting their accomplishments and lessons learned to the Senior HR Management team. The HR Summer Analyst… more
- Citigroup (Tampa, FL)
- …program, can have an immediate impact. Citi Risk Management is a strategic business partner and works closely with global management teams across the firm. **You're ... and skills you need to succeed.** The Risk Summer Analyst program will provide a fundamental understanding of risk...and risk best practices. You will learn about Citi's business operations and the risks it manages. The program… more