• Citigroup, Inc. (Bronxville, NY)
    The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of… more
    Upward (07/23/25)
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  • Mariner (Los Angeles, CA)
    Job Description Overview: The Senior Wealth Analyst position works on our Ultra High Net Worth advisory team, working with our wealthiest and most complex ... of personal financial statements, allocation tables, portfolio transitions, estate planning modeling, presentation decks, and participate in internal strategy… more
    Upward (07/15/25)
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  • Apex Fintech Solutions (Chicago, IL)
    …all the difference in our success. Apex Fintech Solutions is seeking a highly qualified Senior Tax Analyst to join our Finance team. In this role, you'll report ... Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and… more
    Upward (07/17/25)
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  • JPMorgan Chase & Co. (New York, NY)
    …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment ... specialists, wealth advisors, and lending specialists. Throughout the program, you'll...management, including investments, lending, banking, and trust and estate planning . No client has identical goals, so understanding their… more
    Upward (07/05/25)
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  • 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 ... - Design and maintain dashboards and reports to support workforce planning , performance management, and engagement initiatives. - Conduct in-depth analysis to… more
    Upward (06/30/25)
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  • Jet Support Services, Inc. (Chicago, IL)
    …6,000+ aircraft supported by maintenance programs and software platforms, JSSI leverages this wealth of data, scale, and innovation to drive cost savings and provide ... solutions for business aviation. Position Summary As a Financial Analyst II, you'll own key parts of our financial... II, you'll own key parts of our financial planning and reporting cycle-driving budgets, forecasts, and variance analysis… more
    Upward (06/27/25)
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  • Goldman Sachs, Inc. (Dallas, TX)
    …Income Currencies and Commodities, Investment Banking including prime services Asset & Wealth Management team is responsible for global audits related to financial ... investments and processes in private asset management and private wealth management. Platform Solutions team is responsible for global audits related to consumer… more
    Upward (07/01/25)
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  • S&P Global, Inc. (New York, NY)
    …Managers (EEO-2 Job Categories-United States of America), RATNGS102 - Senior Management (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning ) ... as cross-practice projects. What's in it for you: Opportunity to partner with senior analytical leaders across the company on complex analytical topics Chance to… more
    Upward (07/19/25)
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  • S&P Global, Inc. (New York, NY)
    …assurance to the SPGI Audit Committee, SPGI Boards and S&P Global Ratings senior management and Boards. What's in it for you: Through the review activities ... within Ratings and other divisions. You also get direct exposure to senior leadership within Ratings and other divisions. Responsibilities: Independently assess and… more
    Upward (07/19/25)
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  • Private Wealth , CFP, Sr . Financial…

    Citizens (Boston, MA)
    Description The Private Wealth , Senior Financial Planning Analyst is a strategic partner in delivering sophisticated financial planning solutions to ... supports wealth management teams by providing expert analysis, customized planning , and proactive client engagement. The ideal candidate is a seasoned financial… more
    Citizens (06/29/25)
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  • Wealth Management Fraud & Claims…

    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 ... 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:**… more
    Bank of America (07/25/25)
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  • Sr Business Analyst , Wealth

    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 ... (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems.… more
    Raymond James Financial, Inc. (07/24/25)
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  • Sr . Audit Manager- Wealth

    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...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the form of… more
    City National Bank (05/28/25)
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  • Senior Vice President, Data Owner Sr

    Citigroup (New York, NY)
    …that have held us back in the past. **Overview of the Role:** The Data Owner Sr Lead Analyst is a senior level professional responsible for delivering ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi… more
    Citigroup (07/18/25)
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  • Corporate Planning and Development…

    Comerica (Frisco, TX)
    Job Description Corporate Planning and Development Analyst Sr . The position is responsible for portfolio administration and projects related to Comerica ... three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and… more
    Comerica (05/20/25)
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  • Senior Vice President, Data Quality…

    Citigroup (New York, NY)
    …have 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 ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi… more
    Citigroup (07/18/25)
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  • Sr Business Analyst

    Conagra (Omaha, NE)
    …You will lead the implementation of Supply Chain Material Requirements Planning (MRP) operational and strategic initiatives across the Enterprise. Drive improvements ... and super-user/end-user support. Support data management and analytics. Create planning design blueprint and documentation. Manage communication strategies for… more
    Conagra (07/20/25)
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  • Sr . Marketing Analyst

    Live Nation (CA)
    …learn program, incrementality testing and attribution thought leadership. THE ROLE The Sr . Marketing Analyst is responsible for analyzing digital media campaigns ... with 200+ regional marketers to support data and analytics needs to inform planning decisions, define KPIs, validate that tracking is in place, measure performance,… more
    Live Nation (07/10/25)
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  • Wealth Strategy Lead Analyst - C13

    Citigroup (New York, NY)
    …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Strategy team serves as a trusted advisor to senior leadership to address high-impact strategic issues across Citi...provide clarity in complex problems to facilitate decision-making. The Wealth Strategy Lead Analyst is a strategic… more
    Citigroup (07/01/25)
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  • Cost/Price Analyst SR - Fluid…

    Parker Hannifin Corporation (Irvine, CA)
    Cost/Price Analyst SR - Fluid Systems Division Location : IRVINE, CA, United States Job Family : Finance/Economics Job Type : Regular Posted : Jun 4, 2025 Job ID ... Aerospace Team! We are proud to offer competitive benefits designed with health, wealth and well-being in mind. Benefit & Retirement Plans: + Parker offers… more
    Parker Hannifin Corporation (06/05/25)
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