- Citigroup (Tampa, FL)
- …automation and create strategies and synergies across their people, product, and platform. The Strategy Lead Analyst will be working on the Operations Change ... the Tech Book of Work, as well as drive strategy across the Wealth program for operations....in today's fast-paced, ever changing business landscape. **Responsibilities:** + Lead projects across their lifecycle: identifying and structuring the… more
- Citigroup (Tampa, FL)
- …Management team, to govern and manage Tech Book of Work as well as drive strategy across the Wealth program for operations. Closely liaising with the Operational ... The Citi Wealth Business provides services for clients in Private...Ops product teams to update Operations process flows and lead process reengineering campaigns + Work closely with tech… more
- Citigroup (Tampa, FL)
- …and create strategies and synergies across their people, product, and platform. The Strategy Senior Analyst will be working on the Operations Change Management ... the Tech Book of Work, as well as drive strategy across the Wealth program for operations....provide clarity in complex problems and facilitate decision-making. + Lead projects across their lifecycle: identifying and structuring the… more
- TD Bank (Mount Laurel, NJ)
- …the Wealth Lending Advisors (WLA) who support the lending activities of Wealth Banking.** **In this position, the Compliance Analyst will provide guidance, ... standards. management areas, broader organization, and enterprise as appropriate. **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct… more
- TD Bank (Mount Laurel, NJ)
- …broader organization, and enterprise as appropriate. **As a member of the US Wealth Compliance Department, the Compliance Business Oversight Analyst duties:** + ... projects, as needed.** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and advice to assigned portfolio,… more
- Citigroup (New York, NY)
- **Position Overview:** We are seeking a strategic and results-driven Business Analyst to lead the development and optimization of our Next Best Action (NBA) ... and customer success efforts. **Key Responsibilities:** **Platform Vision & Strategy ** + Work closely with Product Owners and Product...** + Work closely with Product Owners and Product Lead to build solutions for advisor engagement and scale… more
- Bank of America (New York, NY)
- Analyst / Associate: US Equity and Quantitative Strategy Research New York, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Associate--US-Equity-and-Quantitative- Strategy -Research\_25017651) **Job Description:** As a fundamental strategist on the… more
- HSBC (New York, NY)
- …planet we all share. Financial planning is an important component of HSBC's Wealth customer acquisition strategy , delivering International customers as well as ... in tax, insurance and legal services. The Head of Wealth Planning and Advisory will lead a...MBA, JD, Certified Financial Planner CFP and/or Chartered Financial Analyst (CFA) professional designations preferred + FINRA S7 and… more
- JPMorgan Chase (Summit, NJ)
- …wealth transfer strategies + Train, coach and develop advisors to independently lead effective Wealth Strategy , Technology driven client engagements ... internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice...MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred + Series 7,… more
- Citigroup (New York, NY)
- …closely with Private Bankers and client facing teams to provide expertise on UHNW Wealth topics. + Strategy Definition and Implementation - Define the operating ... Citi Wealth services a large number of UHNW relationships...leadership to help identify client engagement opportunities to progress strategy and focus on increasing market share. This role… more
- Citigroup (New York, NY)
- Citibank, NA seeks a KYC Operations Lead Analyst for its New York, NY location (100% remote work permitted). Duties: Guide workstreams and policy projects across ... process across all lines of Business such as Retail, Wealth and Credit Cards. Understand Controls and monitoring process...updates on a consistent basis to various stakeholders about strategy , adjustments, and progress. Organize and lead … more
- JPMorgan Chase (Plano, TX)
- …that is passionate about personalizing client and advisor-facing experiences, focusing on Wealth Management Personalization, to help both the client and Wealth ... products that resonate with clients. As a Vice President in the JP Morgan Wealth Management - Wealth Engagement - Personalization product team, you will work… more
- Citigroup (Jacksonville, FL)
- …business is operated, and as the Production Management Operations & Strategic Data Lead Analyst , you will manage critical initiatives that drive improvements in ... 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 (New York, NY)
- …motivated candidate for the position of 'Equities Electronic Trading Technology Production Support Lead Analyst ' within our global support team located in the NY ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic financial… more
- Citigroup (Getzville, NY)
- …activity-based metrics that have held us back in the past. The Data Analytics Lead Analyst is a strategic professional who stays abreast of developments within ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...own field and contributes to directional strategy by considering their application in own job and… more
- Citigroup (Wilmington, DE)
- …fraud. + Partner with key stakeholders to drive fraud risk management strategy in alignment with organizational objectives and risk appetite. + Support independent ... + Understanding of banking industry products including Personal Banking, Wealth , Corporate & Commercial Banking, Markets, Institutional Payments & Receivables… more
- Robert Half Technology (New York, NY)
- Description Position Summary: We are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth Advisory team. This role is pivotal in ... business process analysis, and technology-driven solution delivery within the wealth management domain. Key Responsibilities: Strategy &...a plus. 5+ years of experience as a Business Analyst , preferably in wealth management or financial… 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 team led by ... Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to support our clients'… more
- Comerica (Farmington Hills, MI)
- Job Description Lending Product Transformation Analyst The Lending Product Analyst 's primary responsibility is to gather and analyze data related to customer ... of both the product and its target market, a Lending Product Analyst will collaborate with cross-functional teams to identify requirements, define product features,… more
- DXC Technology (Dallas, TX)
- …across middle and back offices-while enhancing customer experience transformation. As a **wmA Business Analyst Lead ** , you will play a pivotal role in driving ... and Traditional Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for conducting **gap… more