- Morgan Stanley (Denver, CO)
- *POSITION SUMMARY:* The Wealth Management Analyst 's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized ... clients and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their… more
- City National Bank (Montecito, CA)
- **PRIVATE BANKING WEALTH ANALYST I** **WHAT IS THE OPPORTUNITY?** Supports Private Banking client teams in delivering investment analysis and wealth planning ... tools. + Assist Private Banking client teams in performing wealth planning analyses using financial planning tools and databases....Collaborate closely with Private Banking client team members. + Lead region as the subject matter expert in using… more
- M&T Bank (Buffalo, NY)
- …position will be responsible for streamlining ongoing activities and assuming the lead role in the assessment, planning, coordination, and implementation of defined ... reports and spreadsheets to include but not limited to project or product strategy analysis, historical reporting, work flow analysis, and financial analysis. +… more
- JPMorgan Chase (Columbus, OH)
- …growth. We are looking for a talented Vice President to help inform our lead and referral strategies across the US Wealth Management (USWM) business unit ... promote value and deliver an exceptional customer experience. The wealth management industry is rapidly changing and we are...improve the volume, variety, and quality of leads + Lead ideation and execution sessions with product … more
- Citigroup (Irving, TX)
- **Your Job** : As a Data Strategy Lead /Data Owner, you will have a vital role in implementing the data strategy and solutions in our Wealth Investments business. ... You will be joining the Global Wealth Data Ownership team within the Chief Data Office...rules and data controls, exposure to technology + DATA ANALYST - curious about data, what does the data… more
- Citigroup (Irving, TX)
- **Job Description** IT Lead Analyst for Regulatory commitments is a strategic professional who stays abreast of developments within own field and contributes to ... support to the functional, automation and testing of all processes within Wealth Technology. The specialists work with department heads, technology project managers,… more
- Citigroup (New York, NY)
- Citibank, NA seeks a Balance Sheet Management Lead Analyst for its New York, New York location. Duties: Work with the Personal Banking & Wealth Management ... analytical methods, such as reviewing vectors based on the product or price point, calculating and analyzing the impact...5 years of experience as a Balance Sheet Management Lead Analyst , Financial Analyst , FP&A… more
- Citigroup (Irving, TX)
- **Job Description** IT Lead Analyst for Issue Execution is a strategic professional who stays abreast of developments within own field and contributes to ... the next set of actions + Ensure compliance of Wealth Tech to Citi Information Technology and Information Security...+ Conducts a broad range of complex process monitoring, product evaluation and audit assignments. + Follows industry quality… more
- Citigroup (Irving, TX)
- …deeply integrated into the sectors and functions. **About the Role:** The Engineering Lead Analyst is a mid-senior level professional position responsible for ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...large scape application clusters. As a Vice President, Engineering Lead Analyst : + Primary responsibility will be… more
- Broadridge Financial Solutions (New York, NY)
- …are two of the largest business units within Broadridge. We are hiring a Lead Financial Analyst who will be responsible for strategic analyses providing insights ... collaborate as needed.Responsibilities: + Develop and implement financial models, product profitability metrics, ad-hoc analyses to improve financial performance +… more
- Morgan Stanley (Woodland Hills, CA)
- …(CG) Analyst participates in overall business growth of a Wealth Management team by developing customized Financial Plans /Asset Allocation proposals, designing ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Consulting Group Analyst **Location:**… more
- Citigroup (New York, NY)
- The Client Data & Returns Attributions Lead Analyst is a VP level position under the Citigroup wide Client Analytics & Lead Finance Officer team. This team ... stakeholders include coverage leads (Corporate, Commercial, Private Bank, Financial Institutions), product heads (Markets, Banking, Services, Wealth , US Personal… more
- Citigroup (Tampa, FL)
- …of data used across Citi's franchise processes. The CDO Data Intake and Execution Lead Analyst will be accountable for intake demand management and planning of ... (CDO) Data Intake and Execution function is focused on providing project and product management expertise in support of the CDO Data operational model in order… more
- Citigroup (Irving, TX)
- …firm and is deeply integrated into the sectors and functions. The Information Security Lead Technical Lead Analyst is responsible for supporting and ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...different technologies. + Ability to support emerging technologies and product ideas. + Act in the capacity of a… more
- Citigroup (Tampa, FL)
- The Business Sr. Lead Analyst is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... buildouts. The teams are organized by key risk categories (excl. USPB and Wealth ) to provide clear ownership and partnership across Risk, supported by the governance… more
- Citigroup (Jacksonville, FL)
- Citi's Consumer Business operates globally and offers Retail Banking, Wealth Management, and Lending (Credit cards, Mortgages, etc.) products and services. To ... for Data Stewardship for the** **Citi Retail Services (CRS) Cards and Unsecured Lending product ** s **in US Personal Banking under Citi's Chief Data Office** . Your… more
- Alight (Atlanta, GA)
- …more at careers.alight.com. **About the Role** In the Eligibility Verification Client Delivery Analyst role, you'll learn how to set up a user interface, assist a ... of our products and services. The skills gained will lead you towards growth within our organization and start...growth within our organization and start your career within product and client support. The Eligibility Verification Client Delivery… more
- Covr Financial Technologies (Hartford, CT)
- Sr. Business Analyst REPORTS TO: Operations Technology - Product Owner DEPARTMENT: Product Management FLSA STATUS: Exempt WORK SCHEDULE: M-F, may need to ... Analyst will report directly to the Operations Technology Product Owner and be responsible for the for supporting...+ Works with the PO in identifying opportunities that lead to the growth of the product … more
- Guardian Life (Boston, MA)
- …for the RFP and New Business/Add Issue submission processes. A successful Sales Analyst must demonstrate strong product / business knowledge, collaboration / ... skills **Reporting Relationships** This position reports to the Team Lead , Sales Analyst , Core Market . **Location...pursue financial security and well-being in life, health, and wealth . We help companies take care of their employees.… more
- Bank of America (Charlotte, NC)
- Data Support Sr. Analyst Charlotte, North Carolina;Jersey City, New Jersey **Job Description:** Global Risk Management (GRM) leads bank-wide initiatives for ... to solving complex data intensive challenges * Demonstrated Data Analyst or Business Analyst skillset - knowledge...requirement documents * Has or develops a depth of product understanding, including the ability to conceptualize solutions and… more