- Commerce Bank (Kansas City, MO)
- …years experience in data analytics required + Experience in finance or wealth management preferred **Level of role is determined by knowledge, experience, ... century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate...for some roles. This compensation range is for the Data Analyst II & III- Commerce Trust… more
- JPMorgan Chase (Columbus, OH)
- **Job Description** The JP Morgan Wealth Management Lending Product Analyst (LPA) serves as a point of contact for all inquiries from Advisors and Clients. ... through field engagement and support of the Lending Specialist organization. As an Analyst within Wealth Management Lending Solutions, you will partner… 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
- M&T Bank (Buffalo, NY)
- …acquisition, cross-sell, and retention opportunities. + Collaborate with partners across the Wealth Management division to provide data driven insight ... and ad hoc analyses / report development across the Wealth Management Division to answer critical business...Management leadership insight into their businesses. This senior analyst role should be able to work as part… more
- KeyBank (New York, NY)
- …New York, New York 10019 KeyBank is seeking a strategic and dynamic Wealth Management , Family Wealth Senior Analyst . This role will be pivotal in driving ... and analytics teams to drive data initiatives in support of Wealth Management priorities + Provide analysis and produce insights to better serve our clients… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … is desirable + **Financial Services experience required** + **Minimum of 3yrs in Wealth Management domain experience needed.** + Works at an advanced level to ... schedules and implementation plans for technical solutions. **Skills:** + Business analysis, data analysis, project management . - Required + Understanding or… more
- Huntington National Bank (Columbus, OH)
- …Reporting to the Director of Portfolio Solutions, the analyst will work with the Wealth Management Leadership team and other Wealth leaders to develop an ... understanding of business drivers, competition, and stakeholder needs. + Help drive Wealth Management marketing and brand strategy in alignment with business… more
- Tompkins Community Bank (Ithaca, NY)
- …+ Review business systems enhancements, changes and procedures + Partner with Wealth Management Assistant Lead and TFA Compliance officer on reviewing, ... business development report , general financial reporting and system data reporting by working closely with the TFA Compliance...+ A minimum of 3-5 years' experience in a wealth management and or trust department +… more
- BMO Financial Group (Minneapolis, MN)
- …of education and experience. + General knowledge of financial planning and wealth management . + Working towards a financial planning designation preferred. ... financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned… more
- Athene (Conshohocken, PA)
- …help you achieve more. Purpose: This position will be part of the Global Wealth team, focusing on expanding the Apollo IDF business through Athene and third-party ... The role will provide operational support to sales partners within Global Wealth , Athene, and Apollo, while also coordinating with external distributors to drive… more
- Citigroup (Tampa, FL)
- …Global Markets ("CGMI"); assistance with the creation of control reporting of data associated with CGMI customer complaints. This process requires a good degree ... years of relevant experience + Collaboration and communication skills. + Time management and organizational skills. + Ability to successfully interact with varying… more
- Neuberger Berman (New York, NY)
- …projects and requests **Qualifications:** + 1-3 years industry experience, preferably in Asset/ Wealth Management + Bachelor's degree required + Strong analytical ... NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+...of asset classes and strategies, portfolio construction and risk management . The Investment Group Analyst will support… more
- Truist (Atlanta, GA)
- …investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment ... Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high-quality service level to our Wealth clients.… more
- Wells Fargo (Charlotte, NC)
- …for the creation and setup of line of business groups within the Workforce Management system, including performing data quality checks and regression testing for ... for the setup, ongoing support, and expansion of Workforce Management processes across ICC (Client facing and FA Facing...and resolve problems **Job Expectations:** + The Senior Planning Analyst will own the End to End of Workforce… more
- Citigroup (Tampa, FL)
- The AML Risk Management Senior Analyst is an intermediate level role responsible for recommending/establishing internal procedures to prevent money laundering ... is to utilize established disciplinary knowledge to identify inconsistencies in data or result and formulate strategic recommendations on policies, procedures, and… more
- US Bank (Minneapolis, MN)
- …Corporate, Commercial and Institutional Banking (WCIB) Risk Management is seeking a Risk Data Analyst candidate. The role will report to the WCIB Risk ... goals whenever and wherever they want. WCIB offers comprehensive wealth management services to individuals and families...programs. They will be proficient with programming, technology, and data management techniques and tools. They will… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …following office locations: St. Petersburg, FL;_** **Job Summary:** This Senior Data Analyst , Technology will partner closely with the Wealth Management ... Candidate should be able to analyze and interpret complex data to support data analysis needs within...+ Performs other duties and responsibilities as assigned. + Wealth Management Domain Knowledge: Knowledge of the… more
- University of Maryland, Baltimore (Baltimore, MD)
- …Philanthropy Data Analyst (Lead Business Data Analyst )*to join the*Philanthropy Research and Prospect Management team*. This role reports ... decision-making within the Office of Philanthropy. Additionally, the Philanthropy Data Analyst will develop and implement a... data , develop rules and methodologies for effective data management , and recommend improvements to existing… more
- Citigroup (New York, NY)
- The Strategy Senior Lead Analyst is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work… more
- Skidmore College (Saratoga Springs, NY)
- Position Summary: Reporting to the Director of Prospect Development, the Senior Data Analyst and BI Developer plays a crucial role in this relationship ... and offer solutions. Their work involves creating actionable reports, analysis and data visualizations for management and external audiences. Primary Job Duties:… more