- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Visa sponsorship, either currently or in the future._** **Responsibilities:** + Wealth Management Domain Knowledge: Knowledge of the Financial Services industry is ... required and Wealth Management domain is preferred. + Experience with Agile...and other high level tech knowledge is required. + Lead cross functional work to solicit requirements towards the… 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 ... synergies across their people, product, and platform. The Strategy Lead Analyst will be working on the...are critical to success in today's fast-paced, ever changing business landscape. **Responsibilities:** + Lead projects across… more
- Citigroup (New York, NY)
- …how the world's most influential clients experience wealth . As an Investment Marketing Lead Analyst , you'll play a pivotal role in shaping how our CIO ... market updates, Signals, CIO briefings) and ensure seamless distribution through Citi Wealth channels. + Appropriately assess risk when business decisions are… more
- Citigroup (New York, NY)
- …a related field + 5+ years of experience in in a business /data analyst role, ideally within the Wealth Management environment. + Strong coding and scripting ... data driven solutions. You will work closely with the Investments business in Wealth Management to gather requirements, analyze complex datasets and deliver… 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 ... and documentation. May be required to act as project lead on small to medium projects and/or provide direction...to five (5) years of experience as a Technical Business /Data Analyst would be preferred or a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …office location: St. Petersburg, FL.** **Job Summary:** This Senior Business Analyst , Technology will partner closely with the Wealth Management & Asset ... and processes, including workflow and data flow design. This position will lead business and functional requirements gathering, analysis and documentation,… more
- Cognizant (New York, NY)
- ** Business Analyst - Client Reporting Rationalization** **Location: Boston, MA** **Hybrid** **About Cognizant Consulting** Cognizant Consulting is more than ... global community of 5,000+ experts dedicated to helping clients reimagine their business . Blending our deep industry and technology advisory capability, we create… more
- Truist (Atlanta, GA)
- …while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities. ... and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to… more
- Citizens (Johnston, RI)
- Description The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making ... and solve complex business challenges. This role involves analyzing large datasets, identifying...Mentor junior analysts, fostering skill development and best practices Lead cross-functional projects to enhance analytics capabilities across the… more
- Vanguard (Malvern, PA)
- + Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an ... a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop… more
- Citigroup (New York, NY)
- …that can be leveraged to measure the salesforce effectiveness across all the Wealth Franchises + Interact regularly with business partners to deliver performance ... Citi Wealth is a premier wealth management...are seeking a skilled individual who will support our Business Intelligence team in the area of Sales Advisor… more
- US Tech Solutions (Washington, DC)
- **Job Description:** As a **wmA Business Analyst Lead ** , you will play a pivotal role in driving large-scale **migration, conversion, and modernization ... Lead client engagements** , facilitating discussions to identify business requirements, assess gaps, and define the scope of...& Experience** + **8+ years** of experience as a ** Business Analyst ** in the **life insurance** domain,… more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer… more
- Wells Fargo (Atlanta, GA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer… more
- TD Bank (Charlotte, NC)
- …of experience **Preferred Background & Experience** + **Experience working in an integrated wealth business as a bank subsidiary, a focus on securities ... challenge;** **U.S. Wealth is a fully integrated wealth management business that provides products and...risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …following office locations: St. Petersburg, FL;_** **Summary:** The Enterprise Data & Analytics Analyst works as part of the Enterprise Data Team and will be ... solutions in support of a critical data platform. The analyst plays a key role in the journey of...the journey of Raymond James to develop a leading Wealth Management Platform. This position will have extensive contact… more
- Citigroup (Jacksonville, FL)
- The Apps Sup Tech Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... considering their application in own job and the business . Recognized technical authority for an area within the...and long term roadmap. + The Apps Support Tech Lead Analyst is responsible to partner with… more
- Citigroup (New York, NY)
- …needs. This individual will also serve as a key point of contact between the Wealth Business and other analytical functions within the DAI. The individual must ... Citi Wealth is a premier wealth management...skilled data science professional to be part of the Business Analytics Management (BAM) team. This individual will be… more
- Citigroup (Irving, TX)
- …come join us. We'll enable growth and progress together. The Sr. Data & BI Lead Analyst , VP is an intermediate level position responsible for driving efforts to ... leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers,… more
- Citigroup (Jacksonville, FL)
- …your work, come join us. We'll enable growth and progress together. The Engineering Lead Analyst , VP is a strategic professional who stays abreast of ... of your organization to deliver expected results. Drive mindful discussion with business and technical stakeholders that lead to timely decisions. Participate… more