- 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
- Citigroup (New York, NY)
- …business leadership, and provide clarity in complex problems to facilitate decision-making. The Wealth Strategy Lead Analyst is a strategic professional ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Citigroup (Florence, KY)
- …regulatory, reputational, and operational risks. The Financial Crimes Wealth Management Policy Adherence & Engagement Lead position is responsible for ... supporting Wealth Management Financial Crime activities related to Bank Secrecy Act...as an SME for AML/KYC and Sanctions Policies for Wealth Management and develop sustainable solutions to… more
- M&T Bank (Radnor, PA)
- …looks and feels to the end user; provides feedback on them. Serves as project lead to ensure test plans and specifications are completed in a timely basis and ... research analysis and project methodology consultation. + Serve as functional lead on complex projects for assigned applications. Schedule and facilitate project… more
- Truist (Atlanta, GA)
- …process, design and analysis support for developing solutions for the Fiduciary Wealth Workflow platform. Drive requirements elicitation process for work efforts of ... leadership capacity to influence collaboration, communication and outcomes of various initiatives. Lead work on all phases of systems analysis up to the enterprise… more
- Regions Bank (Atlanta, GA)
- …of the system. **Job Description:** At Regions, the Operational Risk Analyst is responsible for advanced operational risk analysis (identification, measurement, ... on implementation, execution and monitoring of the operational risk management framework. This position may also serve as a... framework. This position may also serve as a lead or subject matter expert. **Primary Responsibilities** + Coordinates… more
- Deloitte (Los Angeles, CA)
- Senior Consultant, Industry Solutions, Wealth Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, and ... experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, 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 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...may change from time to time. **Responsibilities :** * Lead and manage one or more Truist Wealth… more
- JPMorgan Chase (New York, NY)
- …products that resonate with clients. As a Vice President on the JP Morgan Wealth Management - Wealth Engagement - Acquisition product team, you will ... with designers, engineers, and other partners to expand and enhance our Wealth Management incentive offer capabilities across digital/non-digital platforms to… 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 (Irving, TX)
- Citibank, NA seeks a Digital Software Engineer Senior Lead Analyst for its Irving, Texas location. Duties: Design enterprise architecture patterns, frameworks, ... standards and cloud adoption utilized across operations, personal banking, and wealth management applications. Provide architectural guidance to application… more
- Citigroup (New York, NY)
- Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to ... of Sales Advisor Performance Reporting and Insights This position under Citi Global Wealth will play a key role in transforming data into strategic insights that… more
- Citigroup (Tampa, FL)
- …work, come join us. We'll enable growth and progress together The Technology Product Management Lead Analyst is a strategic professional who stays abreast ... and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi creates… 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)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a...enable growth and progress together The Applications Development Technology Lead Analyst is a senior level position… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a key role in the journey of Raymond James to develop a leading Wealth Management Platform. This position will have extensive contact with multiple application ... following office locations: St. Petersburg, FL;_** **Summary:** The Enterprise Data & Analytics Analyst works as part of the Enterprise Data Team and will be… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **Job Background:** Citi Treasury Investments (CTI) operates within Corporate Treasury to lead the investment of Citi's major liquidity portfolios and raise long and… more
- Citigroup (Jacksonville, FL)
- … analyst experience + KYC experience preferred + Project/Program management experience required + Excellent communication skills, business acumen and technical ... The Financial Crimes Business Analyst is a critical role focusing on improving...is a critical role focusing on improving USPB and Wealth operational efficiency and effectiveness by analyzing data, identifying… more
- Citigroup (Rutherford, NJ)
- **Job Description** The IT/Technical (Data) Business Lead Analyst is a senior-level position responsible for liaising between business users and technologists to ... Work in a Global Team with stakeholders across Risk, Finance, Banking, Services and Wealth + Ability to perform **Business Analyst role** with strong foundation… more