- KeyBank (Boulevard, NY)
- **Location:** 4910 Tiedeman Road - Brooklyn, Ohio 44144 **Job Summary:** The Wealth Business Analyst will serve as a strategic liaison between business ... **Required Skills & Experience:** + Minimum: 5 years of experience as a Business Analyst , preferably in wealth management or financial services. + Strong… more
- Citigroup (New York, NY)
- …**Role Description:** This is a senior analyst role in the USPB & Wealth Business Treasury Capital and Liquidity Resource Advisory (CLRA) team, with a ... with risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by… more
- BMO Financial Group (New York, NY)
- …planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio ... the overall experience. + Oversees the preparation of new business proposals or presentations to clients / prospects based...plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime… more
- Neuberger Berman (New York, NY)
- …want to be directly involved in investment-related activities for a growing Private Wealth business . **Responsibilities:** + Compile and analyze data to assist ... December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business . Managing $70b+ in client assets across… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... Wealth Planning Specialists is responsible for leading a group...sessions (regional and global) + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more
- Neuberger Berman (New York, NY)
- …and Intermediary lines of business . **Responsibilities:** + Understand the Private Wealth business and processes; identify pain points and gaps, and ... of Sales Enablement. The role involves enhancing the Private Wealth financial advisor experience by analyzing business ...opportunities to improve the sales' experience + Provide business analyst expertise, identifying business … more
- Citigroup (New York, NY)
- …together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family ... through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- JPMorgan Chase (New York, NY)
- …capabilities, and skills:** + A minimum of 2 years of product management or business analyst experience with a strong analytical background + Understand the ... seamless to establish new investment accounts with JP Morgan Wealth Management. Across web, mobile and internal platforms, for...that are delightful to use and impactful for the business , while still meeting the requirements of controls, ops,… more
- Guardian Life (New York, NY)
- …lines-of- business within Individual Markets: 1) Annuity and 2) Wealth Management (Park Avenue Securities). **The principle workstreams of the position ... long-tailed analytical workstreams aimed at expanding the depth of business knowledge + Supervise and develop FP&A analyst... business knowledge + Supervise and develop FP&A analyst **You have** + Demonstrated ability in a financial… more
- Citigroup (New York, NY)
- 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 (New York, NY)
- The Sales Support Senior Analyst is an intermediate level position responsible for leading the formulation and implementation of long and short-term strategic plans ... opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified referrals for cross-sell. Employees… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the... Investment Group seeks to hire a Due Diligence Analyst to help enhance the delivery of a competitive… more
- Citigroup (New York, NY)
- …and launch interactive dashboards/reporting systems to track key performance metrics across all Wealth Line of Business (LOBs) and products. + Develop and ... Citi Wealth is a premier wealth management...are seeking a skilled individual who will support our Business Intelligence and Enablement team to spearhead our data… more
- Citigroup (New York, NY)
- … Wealth EDS FP&A teams for all activities related to lending products for Wealth business + Analyse key products within Wealth Loans, namely **Mortgages, ... The Financial Planning and Analysis Senior Lead Analyst is a senior level position responsible for...+ Responsible for consolidation of Total Lending products across Wealth business for senior management reviews. +… more
- Citigroup (New York, NY)
- … Wealth EDS FP&A teams for all activities related to lending products for Wealth business + Analyze key products within Wealth Loans, namely **Securities ... The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for...Advise on directional strategy and provide guidance on significant business /product decisions + Execute analysis of annual 3-year Strategic/Operating… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 11 **S&P Dow Jones Indices** **Senior Business Analyst ** **About the Role:** We are seeking an experienced Senior ... Business Analyst to join our dynamic team... Business Analyst to join our dynamic team at S&P Dow...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- JPMorgan Chase (New York, NY)
- …committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee ... 2026 Global Private Bank Advisor Program (SUMMER Analyst ) - USPB **Short Description** Advisor Training Program...Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and… more
- JPMorgan Chase (New York, NY)
- …relationships and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst in Global Private Bank, ... 2026 AWM Global Private Bank Solutions summer Analyst program **Short Description** Solutions Analyst Training Program in Private Bank working with advisors to… more
- Citigroup (New York, NY)
- Citibank, NA seeks a Business Senior Analyst for its New York, NY location. Duties: Communicate the investment process and market conditions at Citi Investment ... monitor and retain existing clients. Help drive the acquisition of new business through existing discretionary mandates. Service multi-asset class portfolios. Meet a… more