- 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 ... processes, enhancement of existing technology solutions and processes, including workflow and data flow design. This position will lead business and functional… 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
- Bank of America (Newark, DE)
- Wealth Management Fraud & Claims - Sr. Fraud Analyst Newark, Delaware;Jacksonville, Florida **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newark/ Wealth -Management-Fraud Claims Sr-Fraud- Analyst \_25028343) **Job Description:** Merrill … more
- JPMorgan Chase (Columbus, OH)
- The JP Morgan Wealth Management Lending Product Analyst (LPA) serves as a point of contact for all inquiries from Advisors and Clients. As part of Wealth ... of the Lending Specialist organization. As a Lending Product Analyst within Wealth Management Lending Solutions, you...will partner closely with senior Lending Specialists to provide business support, data insights, client and advisor… more
- Huntington National Bank (Austin, TX)
- Description + Reporting to the Director of Portfolio Solutions, the analyst will work with the Wealth Management Leadership team and other Wealth leaders to ... wealth products based on a deep understanding of business drivers, competition, and stakeholder needs. + Help drive...in alignment with business strategy. + Identify business challenges and opportunities for improvement using data… more
- BMO Financial Group (Madison, WI)
- …planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio ... to clients to enhance the overall experience. + Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. + Assist… more
- Regions Bank (Birmingham, AL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Business Unit Compliance Analyst is a first line of defense risk management ... function that ensures that business unit activities follow necessary rules and regulations and...additional systems as needed + Ability to research, analyze data , and derive facts + Ability to work in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …month in our St Petersburg, FL Corporate Office._** **Summary:** As part of our Wealth Management Technology Team, Lead Analyst will serve as a strategic partner ... solution validation and implementation support. This role requires a blend of business acumen, technical expertise, and leadership to influence outcomes and ensure… more
- Citigroup (Tampa, FL)
- … metrics and generate regular and ad hoc control reporting to various business units. Identifies inconsistencies in data and formulates solutions and options. ... of investment complaints for a retail broker dealer/RIA and insurance agency business ; coordination of the day-to-day activities of the complaint intake function for… more
- M&T Bank (Radnor, PA)
- …from proposal through post implementation. Participates in meetings with lines of business to identify their requirements in how an application looks and feels ... cases and execution of test cases. Responsible for research analysis of complex data ensuring functional design of assigned projects is accurate. Serve as mentor to… 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 ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… 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
- JPMorgan Chase (New York, NY)
- …Capabilities, and Skills:** + 6+ years of digital consumer product development or business analyst experience with a track record of delivery of new ... Management Personalization, to help both the client and Wealth Management business grow. You enjoy shaping...advisor, informed by industry-leading proprietary research and third-party market data , tools, and content, all backed by JP Morgan.… more
- JPMorgan Chase (New York, NY)
- …and skills** + A minimum of 6 years of digital consumer product development or business analyst experience with track record of delivery of new products and ... clients. As a Vice President on the JP Morgan Wealth Management- Wealth Engagement - Acquisition product...by industry leading proprietary research and third party market data , tools and content, all backed by JP Morgan.… more
- Citigroup (New York, NY)
- …field + 5+ years of experience in in a business / data analyst role, ideally within the Wealth Management environment. + Strong coding and scripting ... We are seeking a detail oriented and technically skilled Business Analytics team member to join our Data...driven solutions. You will work closely with the Deposits business in Wealth Management to gather requirements,… more
- Citigroup (Rutherford, NJ)
- …Banking, Services and Wealth + Ability to perform ** Business Analyst role** with strong foundation in ** Data Engineering** + Provide input during ... **Job Description** The IT/Technical ( Data ) Business Lead Analyst is a senior-level position responsible for liaising between business users and… more
- Conagra (Omaha, NE)
- …Team Lead of the Operations team in the Data Management Organization (DMO), the Business Services Analyst is passionate about data and can think globally ... by agile teams to promote collaboration. + Deploy and support tools to manage organizational data , allowing the business to move quickly while following data … more
- University of Pennsylvania (Philadelphia, PA)
- …health and wellness programs and resources, and much more. Posted Job Title Lead Data Analyst , Graduate Student Affairs, Wharton School Job Profile Title Data ... Summary Founded in 1881 as the world's first collegiate business school, the Wharton School of the University of...and cultures. To learn more, visit www.wharton.upenn.edu. The Lead Data Analyst role will be an integral… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title SEVIS Systems Coordinator & Data Analyst Job Profile Title Data Analyst C Job ... Description Summary The SEVIS Coordinator and Data Analyst at ISSS is responsible for...generating routine and ad hoc reports to meet the business needs of ISSS and the Penn community, as… more
- University of Pennsylvania (Philadelphia, PA)
- …wealth of health and wellness programs and resources, and much more. Posted Job Title Data Analyst , Wharton MBA Program Office Job Profile Title Data ... perspectives. To learn more, visit www.wharton.upenn.edu. Job Description The Data Analyst is the primary technical resource...Business Objects). + Intermediate to advanced skills in data analysis, including statistical methods and data … more