- 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
- TD Bank (New York, NY)
- …dedicated to setting new industry standards. **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and advice to ... skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to… 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
- City National Bank (New York, NY)
- *PRIVATE WEALTH ANALYST * WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth ... within a specific region. Partners with Private Banking team in business development and relationship management activities to support investment management… 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
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in...order to identify key risks and controls in the business process or activity being audited.* Assess information security… 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
- TIAA (Hackensack, NJ)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their financial… 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
- 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