- 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
- TD Bank (New York, NY)
- …dedicated to setting new industry standards. **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and advice to ... skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to… 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
- 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
- Neuberger Berman (New York, NY)
- …want to be directly involved in investment-related activities for a growing Private Wealth business . **Responsibilities:** + Compile and analyze data to assist ... December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business . Managing $70b+ in client assets across… more
- Deloitte (New York, NY)
- …profile The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry ... (eg, MBA) + Candidate must possess unique knowledge of wealth management industry competitive landscape, leading business ...+ Experience directly managing three or more Consultant or Analyst equivalent staff + Experience with one or more… 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
- Citigroup (New York, NY)
- …together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family ... through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- Citigroup (Bronxville, NY)
- …together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family ... through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… 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
- JPMorgan Chase (New York, NY)
- …and skills** + A minimum of 6 years of digital consumer product development or business analyst experience with track record of delivery of new products and ... products that resonate with clients. As a Vice President on the JP Morgan Wealth Management- Wealth Engagement - Acquisition product team, you will work with… 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 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
- Citigroup (New York, NY)
- …that can be leveraged to measure the salesforce effectiveness across all the Wealth Franchises + Interact regularly with business partners to deliver performance ... Citi Wealth is a premier wealth management...are seeking a skilled individual who will support our Business Intelligence team in the area of Sales Advisor… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the... Investment Group seeks to hire a Due Diligence Analyst to help enhance the delivery of a competitive… more
- Citigroup (New York, NY)
- …and launch interactive dashboards/reporting systems to track key performance metrics across all Wealth Line of Business (LOBs) and products. + Develop and ... Citi Wealth is a premier wealth management...are seeking a skilled individual who will support our Business Intelligence and Enablement team to spearhead our data… more
- Deloitte (Jericho, NY)
- …with a focus on Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management. + Bachelor's degree in Finance, Business , Law, Criminal Justice, ... AML Project Delivery Senior Analyst -Project Delivery Senior Analyst - Regulatory, Risk...growth and competitive advantage by optimizing "heart of the business " operations. We leverage deep domain expertise to extend… more