- Franklin Templeton (New York, NY)
- …their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress ... inclusive, and flexible culture to our global and diverse business , we offer opportunities not only to help you...to senior management on corporate strategy. What is the Analyst , Investor Relations responsible for? The Analyst ,… more
- S&P Global, Inc. (New York, NY)
- …our employees, please click here. What We're Looking For: Basic Required Qualifications: Analyst with 8+ years of experience, a track record of analytical excellence ... public speaking and writing skills. Bachelor's degree (or equivalent) in Business , Finance or a related field. Additional Preferred Qualifications: Familiarity with… more
- KeyBank (Boulevard, NY)
- **Location:** 4910 Tiedeman Road - Brooklyn, Ohio 44144 **Job Summary:** The Wealth Business Analyst will serve as a strategic liaison between business ... **Required Skills & Experience:** + Minimum: 5 years of experience as a Business Analyst , preferably in wealth management or financial services. + Strong… more
- Citigroup (Rutherford, NJ)
- …across Risk, Finance, Banking, Services and Wealth + Ability to perform ** Business Analyst role** with strong foundation in **Data Engineering** + Provide ... **Job Description** The IT/Technical (Data) Business Lead Analyst is a senior-level position responsible for liaising between business users and… 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
- Citigroup (New York, NY)
- …Head of Wealth Strategy to work on key strategic priorities for the global wealth business . **Job Description** The Citi's Wealth Strategy team serves as ... senior leadership to address high-impact strategic issues across Citi Wealth 's lines of business . The team works...provide clarity in complex problems to facilitate decision-making. The Wealth Strategy Lead Analyst is a strategic… more
- Neuberger Berman (New York, NY)
- The Quantitative Analyst will join Neuberger Berman's Investment Risk group in our New York office, supporting independent risk oversight for the firm's Equity, ... and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution, and analysis for… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management team oversees ... Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This...new clients and improving operational processes. + Support the business through analysis and content creation for thought leadership… 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 ... a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in...order to identify key risks and controls in the business process or activity being audited.* Assess information security… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... Wealth Planning Specialists is responsible for leading a group...sessions (regional and global) + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… 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
- TIAA (New York, NY)
- ** 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
- 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 ... on Wealth Management Personalization, to help both the client and Wealth Management business grow. You enjoy shaping the future of product innovation as a… more
- JPMorgan Chase (New York, NY)
- …capabilities, and skills:** + A minimum of 2 years of product management or business analyst experience with a strong analytical background + Understand the ... seamless to establish new investment accounts with JP Morgan Wealth Management. Across web, mobile and internal platforms, for...that are delightful to use and impactful for the business , while still meeting the requirements of controls, ops,… more
- Citigroup (New York, NY)
- The Wealth Planner Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... business . Recognized subject matter expert within one area. Strong...professional accreditation like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) would be an added advantage + Robust… more
- JPMorgan Chase (New York, NY)
- …ranging from Analyst to Executive Director, within our Revenue Generating business . Your proactive approach to talent hunting is essential for success. Beyond ... are seeking a passionate and dynamic Asset Management Recruiter, Analyst to join our team and play a pivotal...talent for front office groups within the Asset Management business . **Job Summary** As an Junior Recruiter in Asset… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... coordinate and contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial potential impact,… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... coordinate and contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial potential impact,… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... coordinate and contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial potential impact,… more
- Citigroup (New York, NY)
- The Sales Support Senior Analyst is an intermediate level position responsible for leading the formulation and implementation of long and short-term strategic plans ... opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified referrals for cross-sell. Employees… more
