- Wellington (Boston, MA)
- …the Role** **Wellington Management is seeking a highly motivated and detail-oriented Relationship Analyst (RA) to join our US Wealth team. This individual will ... fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an… more
- City National Bank (Irvine, CA)
- *PRIVATE WEALTH ANALYST * WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for ... in business development and relationship management activities to support investment management prospects and clients. What you will do...Collaborate closely with Tax and Financial Planning team. * Lead region as the subject matter expert in using… more
- City National Bank (Los Angeles, CA)
- *PRIVATE WEALTH ANALYST * WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for ... Banking team in business development and relationship management activities to support investment management prospects and clients. WHAT WILL YOU DO? * Provide… 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
- Truist (Richmond, VA)
- …while 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
- Truist (Philadelphia, PA)
- …minor, which are not mentioned below. Specific activities may change from time to time. * Lead and manage one or more Truist Wealth Team's in an assigned region ... 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
- 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
- JPMorgan Chase (New York, NY)
- …Client and Advisor facing experiences that make it seamless to establish new investment accounts with JP Morgan Wealth Management. Across web, mobile and ... the first impression for the firm of what clients can expect in their wealth management experience. As a **Client Onboarding Product Manager** as part of the **JPM… more
- Citigroup (New York, NY)
- …Robust investment and trust assets experience; Demonstrated ability to lead , motivate, and influence others Excellent verbal and written communication skills ... The Wealth Planner Principal is a strategic professional who...present value propositions offered by fiduciary offshore structures (trusts, investment holding vehicles and insurance solutions) to high-net-worth clients… more
- Citigroup (New York, NY)
- The Financial Planning and Analysis Senior Lead Analyst is a senior level position responsible for providing management with an analysis and insight of Citi's ... financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management. The Balance… 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 (New York, NY)
- The Apps Sup Tech Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... effectiveness of the sub-function/job family. **Responsibilities:** + The Apps Support Tech Lead Analyst is responsable to partner with multiple technology teams… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 11 **S&P Dow Jones Indices** **Senior Business Analyst ** **About the Role:** We are seeking an experienced Senior Business ... Analyst to join our dynamic team at S&P Dow Jones...or Google Cloud. + Previous experience as a team lead or in a similar role. **Right to work requirements**… 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 (Jacksonville, FL)
- Citibank, NA seeks an Engineering Lead Analyst for its Jacksonville, FL location. Duties: Serve as an engineering developer for our US Personal & Wealth ... to Zephyr Enterprise. Engineer productivity capabilities advancing the return on investment and streamlining the automation and traceability of Agile user stories… more
- Citigroup (Irving, TX)
- …cost of ownership, and create a competitive advantage for Citi. The Data Science Sr Lead Analyst is a strategic professional who closely follows latest trends in ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth … more
- Bank of America (New York, NY)
- …+ Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment ... ISG UHNW Portfolio Analyst New York, New York **Job Description:** At...present full suite of solutions to prospective clients. + Lead the portfolio construction process for new money opportunities… more
- Citigroup (Jersey City, NJ)
- …work, come join us. We'll enable growth and progress together. The IT Business Lead Analyst is a senior-level position responsible for liaising between business ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth … more