- Raymond James Financial, Inc. (St. Petersburg, FL)
- As part of the IT Wealth Management Product team, the Senior Business /Data Analyst will partner with Product Managers and Business to facilitate and ... to five (5) years of experience as a Technical Business /Data Analyst would be preferred or a...+ Broad Financial Services experience is strongly preferred. + Wealth Management background is required. **Knowledge, Skills,… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ... Analyst will be working on the Operations Change Management team to govern and manage the Tech Book...will have a unique exposure to worlds of Technology, Business , Operations, PMO and Business Management… more
- BMO Financial Group (West Palm Beach, FL)
- …of education and experience. + General knowledge of financial planning and wealth management . + Working towards a financial planning designation preferred. ... business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the...+ Proficiency in office software and sales management software. + Comfortable exploring beyond one's area of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or in the future._** **Responsibilities:** + Lead the elicitation, documentation, and management of business and functional requirements for complex technology ... initiatives. + Translate business needs into clear, actionable technical requirements and user...after-hours support on a rotational basis. + Apply risk management , change control, and issue tracking best practices throughout… more
- Citigroup (Tampa, FL)
- …Citi's Enterprise Resiliency organization is seeking a Business Continuity Senior Lead Analyst to support the US Personal Banking, Wealth and Functions. The ... on ER strategy, policy requirements and preferred practices. + Interacts with business and technology management to understand future business strategy… more
- Fifth Third Bank, NA (Boca Raton, FL)
- …wealth planning process. + SUPERVISORY RESPONSIBILITIES: + Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships… more
- Bank of America (Jacksonville, FL)
- …transaction processing, reconciliation, and resolution of research requests supporting the wealth management business . These transactions and requests ... Transaction Management Ops Analyst - Alternative Investments...Alternative Trading and Operations team is a part of Wealth Management Operations. The Alternative Investments Trading… more
- Citigroup (Fort Lauderdale, FL)
- …teams, and thrive in a fast-paced environment. Key Responsibilities + Engage with Wealth Business to understand credit requests, perform review and credible ... business lines - Citigold, Citi Private Bank and Wealth at Work - we work with clients to...and solutions and our deposits and lending platforms. The Wealth Credit Risk Sr. Analyst is a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …part of the RIA & Custody Services (RCS) division, the Senior Product and Business Analyst plays a key role in developing, implementing, and delivering ... influence business processes. + **General** - Core business competencies such as finance, management , accounting,...field. + At least 5 years of work in wealth management , preferably with direct experience in… 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 ... changes. + Performs other duties and responsibilities as assigned. **Skills:** + ** Business analysis, data analysis, project management . - Required** +… more