- Cetera Financial Group, Inc. (Dallas, TX)
- Job Description The Senior HR Analyst will serve as a strategic partner to HR Business Partners (HRBPs), delivering advanced analytics consulting, building scalable ... for scalability and efficiency. Compliance & Data Integrity - Lead the preparation and submission of state and federal...and a leading provider of retail services to the investment programs of banks and credit unions. Through its… more
- Franklin Templeton (Boston, MA)
- …forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth ... at Franklin Templeton, focusing on the Global Alternatives business. The senior partner/ analyst will work with sales, marketing, and technology teams to provide… more
- M&T Bank (Radnor, PA)
- …looks and feels to the end user; provides feedback on them. Serves as project lead to ensure test plans and specifications are completed in a timely basis and ... research analysis and project methodology consultation. + Serve as functional lead on complex projects for assigned applications. Schedule and facilitate project… more
- Citigroup (New York, NY)
- …business leadership, and provide clarity in complex problems to facilitate decision-making. The Wealth Strategy Lead Analyst is a strategic professional ... owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the following office location: St. Petersburg, FL.** **Job Summary:** This Senior Business Analyst , Technology will partner closely with the Wealth Management & ... from but are not limited to topics such as Reporting, Investment Research, Portfolio Management (including Unified Managed Account), Tax Optimization, Discretionary… more
- Citigroup (Atlanta, GA)
- The Investment Assoc Sr Analyst is a seasoned...generate ideas with the bankers and clients that will lead to the growth of the asset base + In ... of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of...is to provide a wide variety of service and investment advice to an Ultra High Net Worth client… more
- Wellington (New York, NY)
- …factors, manager research, asset allocation, quantitative investing, and risk management. The Investment Analyst will work as part of a product coverage ... Director. This product team works closely with the investment team, US Wealth sales teams, and...workflows to enhance efficiency and insight generation. **QUALIFICATIONS** The Investment Analyst role is multi-faceted and requires… more
- Bank of America (Newark, DE)
- Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New York, ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Senior-Finance- Analyst Business-Support--The- Investment --Trust Workplace-Benefits-Reporting--Analysis Forecasting-Team-\_25012730-2) **Job… more
- Truist (Philadelphia, PA)
- …not mentioned below. Specific activities may change from time to time. **Responsibilities :** * Lead and manage one or more Truist Wealth Team's in an assigned ... leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding...in the high net worth client segment * Effectively lead the team to work with various specialists and… more
- City National Bank (Jersey City, NJ)
- …and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking ... *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The ...technology and business impact.* Possesses working knowledge of the Investment Advisers Act of 1940, the Investment … more
- Truist (Richmond, VA)
- …also serving as a subject matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities. ... and phases of content dissemination and management as needed on Investment Advisory Group initiatives, contributing meaningful insights and ensuring key initiatives… more
- Citigroup (New York, NY)
- …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and ... Citi Wealth services a large number of UHNW relationships...partner with Product and Segment teams to schedule and lead internal training sessions (regional and global) + Appropriately… more
- Citigroup (New York, NY)
- …preferably in financial services, fintech, or consulting. + Understanding of wealth banking products, particularly Deposits and Investment product and ... Citi Wealth is a premier wealth management...analysis/validation, leveraging relevant programming tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning… more
- University of Pennsylvania (Philadelphia, PA)
- …of health and wellness programs and resources, and much more. Posted Job Title Lead Data Analyst , Graduate Student Affairs, Wharton School Job Profile Title Data ... expertise, and cultures. To learn more, visit www.wharton.upenn.edu. The Lead Data Analyst role will be an...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. + Time Away… more
- Citigroup (Jersey City, NJ)
- …and mentoring junior team members. We are looking for a **Apps Dev Tech Lead Analyst .** The ideal candidate possesses strong technical expertise in server-side ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth … more
- Citigroup (Tampa, FL)
- …have held us back in the past. **Overview of the Role:** The Data Quality Lead Analyst contributes to efforts to ensure that Data Exceptions are identified, ... and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth...with the Citi Data Governance Policy. The Data Quality Lead Analyst may work closely with Data… 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 (Jersey City, NJ)
- …progress together. **Overview of the Role:** The Applications Development Technology Senior Lead Analyst is a senior level position responsible for establishing ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth … more
- Citigroup (New York, NY)
- …held us back in the past. **Overview of the Role:** The Data Owner Sr Lead Analyst is a senior level professional responsible for delivering subject matter and ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth … more
- Citigroup (New York, NY)
- …held us back in the past. **Overview of the Role:** The Data Quality Senior Lead Analyst is accountable for the management and execution of continuous Data ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth … more
