- 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
- Citigroup (New York, NY)
- **Position Overview:** We are seeking a strategic and results-driven Business Analyst to work on the development and optimization of our Advisor Insights (Next ... Execution** + Work closely with Product Owners and Product Lead to build solutions for advisor engagement and scale...learning applications/models in financial services. + Experience as a business analyst in agile development process +… more
- Athene (PA)
- …an inclusive and dynamic work environment at our various locations. Purpose: The Analyst is a key team member in the day-to-day operations. The successful candidate ... should have an interest in learning the tax-advantaged business at Apollo, more specifically, the pipeline aspects to...+ Proactively manage Salesforce (CRM) Projects + Take a lead role in ensuring new opportunities and meeting notes… 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
- 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 (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
- 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
- University of Southern California (Los Angeles, CA)
- …we invite you to bring your leadership to the table. POSITION SUMMARY As the Lead Analyst , Attack Surface Management (ASM) you will be an integral member of ... all of USC's fantastic Benefits + Perks. This opportunity is remote. The Lead Analyst , Attack Surface Management (ASM) responsible for identifying, assessing,… more
- TD Bank (New York, NY)
- …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
- Citigroup (New York, NY)
- Citibank, NA seeks a Risk Appetite & Limits 1st LOD Lead Analyst for its New York, New York location. Duties: Recommend data-driven solutions to key stakeholders ... relating to enterprise risk related matters. Lead key projects to define and manage risk appetite...all risk categories within Citi's US Personal Banking (USPB) business . Compare models using statistical performance metrics, such as… 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 (Tampa, FL)
- …join us. We'll enable growth and progress together The Applications Development Technology Lead Analyst is a senior level position responsible for establishing ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...assist Support team wherever required + . Assist Project Lead in coordinating with business analysts and… more
- Citigroup (Getzville, NY)
- …come join us. We'll enable growth and progress together. The Enterprise Resilience Lead Analyst is a strategic professional who stays abreast of developments ... bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi...the sub-function/job family. **Responsibilities:** + The COB & CM Lead Analyst develops and manages security and… 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
- 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
- HUB International (Chicago, IL)
- …due to our industry leading success in mergers and acquisitions. **Overview of Position:** The Lead HR Tech Analyst will play a vital role in supporting HUB's ... risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees...HRIS business processes by leveraging their expertise in Workday and… more