- 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)
- …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
- Wells Fargo (Charlotte, NC)
- Wells Fargo is seeking a **Senior Lead Data Management Analyst ** to ensure compliance with risk and regulatory data requirements within Wealth and Investment ... accurate regulatory reporting. + **Defect Management** : Partner with business stakeholders to identify, review, and remediate data errors...to identify and remediate process or control gaps + Lead the strategy and resolution of highly complex and… 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
- Wells Fargo (Minneapolis, MN)
- **2026 Wealth & Investment Management (WIM) Analyst Program - Early Careers** **About this role:** Wells Fargo is seeking talented individuals to join the 2026 ... Wealth & Investment Management (WIM) Analyst Program....more about Wells Fargo's career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) ** Business Overview** The… more
- Truist (Atlanta, GA)
- …while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities. ... and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Work Visa sponsorship, either currently or in the future._** **Responsibilities:** + Lead the elicitation, documentation, and management of business and ... functional requirements for complex technology initiatives. + Translate business needs into clear, actionable technical requirements and user stories. + Conduct gap… more
- BlackRock (New York, NY)
- **About this role** **The Team:** The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking, globally connected team at the center of the ... markets to unlock opportunities and accelerate outcomes for the business . In collaboration with both internal and external partners,...operate. They will be able to effectively assist and/or lead on multiple projects at once and can seamlessly… more
- Athene (Conshohocken, 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
- 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
- Wells Fargo (Phoenix, AZ)
- **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
- 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
- TD Bank (Charlotte, NC)
- …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
- Wells Fargo (St. Louis, MO)
- …this role:** Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Manager Research within Wealth & Investment Management. Learn more ... about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Performing initial… 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
- S&P Global (Andover, MA)
- …group is responsible for loan trade settlement. **The Team:** The goal of a Lead Middle Office Analyst is to oversee Trade Settlement client relationships. ... Subject Matter Expert to advise and guide middle office analyst team + Manage client portfolio(s)/Agency trades in our...helping our customers find new, sustainable ways of doing business . Join us and help create the critical insights… more
- GardaWorld (St. Louis, MO)
- …Business Intelligence AnalystJob Description: Transform Data into Executive-Level Insights | Business Intelligence Analyst ! The Business Intelligence ... responsible for turning data into actionable insights that drive business decisions by providing analysis and reporting to meet...typical day in this role might have the BI Analyst building a Power BI report one minute, running… more
- Nuveen Investments (Hanover, NH)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their financial… more
- Fifth Third Bank, NA (Columbus, OH)
- …wealth planning process. + SUPERVISORY RESPONSIBILITIES: + Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships… more
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