- Raymond James Financial, Inc. (St. Petersburg, FL)
- …our St Petersburg, FL Corporate Office._** **Summary:** As part of our Wealth Management Technology Team, Lead Analyst will serve as a strategic partner ... to influence outcomes and ensure alignment with organizational goals. **Responsibilities:** + Lead the elicitation, documentation, and management of business and… more
- Wellington (Boston, MA)
- …individual will play a critical role in supporting the firm's sales and relationship management efforts with wealth management clients across the United ... is seeking a highly motivated and detail-oriented Relationship Analyst (RA) to join our US Wealth ...strategies and how they align with the needs of wealth management clients.** **Deliver customized client reporting… 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 ... recommendations to business problems at a business unit level. Lead the improvement efforts to be made that are...in an area of technology, policy, regulation, or operational management for the team. + Creates detailed business requirements… more
- City National Bank (New York, NY)
- *PRIVATE WEALTH ANALYST * WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth ... with Private Banking team in business development and relationship management activities to support investment management prospects...Collaborate closely with Tax and Financial Planning team. * Lead region as the subject matter expert in using… 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 high-net-worth ... with Private Banking team in business development and relationship management activities to support investment management prospects...Collaborate closely with Tax and Financial Planning team. * Lead region as the subject matter expert in using… more
- Truist (Atlanta, GA)
- …2. Ability to read, analyze and interpret technical data 3. Ability to lead business process modeling sessions 4. Project Management Institute (PMI) or ... process, design and analysis support for developing solutions for the Fiduciary Wealth Workflow platform. Drive requirements elicitation process for work efforts of… more
- Truist (Atlanta, GA)
- …reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management ... business performance, system functionality, training, and/or departmental initiatives necessary to management . + Serve as a subject-matter expert for assigned area… more
- TD Bank (New York, NY)
- …Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in reshaping ... new industry standards. **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and advice to assigned portfolio,… more
- Truist (Atlanta, GA)
- …not mentioned below. Specific activities may change from time to time. 1. Lead the testing requirements and design reviews, including overseeing the work of testing ... and quality assurance processes 3. Working knowledge of test management tools, such as HP Application Lifecycle Management... management tools, such as HP Application Lifecycle Management or Quality Center 4. Good verbal and written… more
- Bank of America (San Mateo, CA)
- Wealth Management Specialist - NPD (FP) San Mateo, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority to… 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 Management , is a leadership role as...and responds to questions posed by the Data Analytics Lead or Data Scientist. * Relationship Building and Client… more
- Truist (Philadelphia, PA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... the delivery and integration of a broad range of wealth products and services (financial planning, asset management...Specific activities may change from time to time. * Lead and manage one or more Truist Wealth… more
- JPMorgan Chase (New York, NY)
- …that make it seamless to establish new investment accounts with JP Morgan Wealth Management . Across web, mobile and internal platforms, for both self-directed ... the firm of what clients can expect in their wealth management experience. As a **Client Onboarding...skills:** + A minimum of 2 years of product management or business analyst experience with a… 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 ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… 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 ... a summary of financial trends and insight to senior management + Lead analysis of forecasts, strategic...and credit, corporate and investment banking, securities brokerage and wealth management . The Balance Sheet FP&A team… more
- Citigroup (New York, NY)
- The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's ... team to clearly summarize financial trends and provide insight to senior management + Advise on directional strategy and provide guidance on significant… 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 ... a rich array of backgrounds, expertise, and cultures. To learn more, visit www.wharton.upenn.edu. The Lead Data Analyst role will be an integral part of the Data… more
- Citigroup (Irving, TX)
- Citibank, NA seeks a Digital Software Engineer Lead Analyst for its Irving, Texas location. Duties: Build patterns, reusable services and frameworks to become ... for creating scalable common services and frameworks used in personal banking and wealth management . Provide guidance to the development team on understanding… more
- DXC Technology (Boston, MA)
- …across middle and back offices-while enhancing customer experience transformation. As a **wmA Business Analyst Lead ** , you will play a pivotal role in driving ... Life and Traditional Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for conducting… more
- Citigroup (New York, NY)
- …seeking a highly motivated and experienced Data Visualization & Analytics Lead Analyst to join our dynamic Production Management Technology team. In this ... The Apps Sup Tech Lead Analyst is a strategic professional...corporate and investment banking, securities brokerage, transaction services, and wealth management . We enable clients to achieve… more