- Capgemini (New York, NY)
- Sr. Business System Analyst - Wealth Management & Securities Choosing Capgemini means choosing a company where you will be empowered to shape your career ... Description** + 12+ years of experience as a Business Analyst in Wealth Management /Securities Master. + Proven experience in implementing Product Master… more
- JPMorgan Chase (New York, NY)
- …banking products to promote balance growth, product harmonization, and consistency across our wealth management business . Your role may involve initiatives ... The JP Morgan Wealth Management (USWM) business ...The JP Morgan Wealth Management (USWM) business is focused on...offices. As an Analyst within the Banking Business Development team, you will support the Wealth… more
- Citigroup (New York, NY)
- …Head of Wealth Strategy to work on key strategic priorities for the global wealth business . **Job Description** The Citi's Wealth Strategy team serves as ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...senior leadership to address high-impact strategic issues across Citi Wealth 's lines of business . The team works… 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
- Citigroup (New York, NY)
- **Position Overview:** We are seeking a strategic and results-driven Business Analyst to lead the development and optimization of our Next Best Action (NBA) ... with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills.… more
- JPMorgan Chase (New York, NY)
- The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing a ... making it a key component of JP Morgan's holistic wealth management offerings. As a Product Associate...potential solutions that address user needs and align with business goals + Writes product requirements and oversee successful… more
- TIAA (New York, NY)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- JPMorgan Chase (New York, NY)
- …focusing on Wealth Management Personalization, to help both the client and Wealth Management business grow. You enjoy shaping the future of product ... clients. As a Vice President in the JP Morgan Wealth Management - Wealth Engagement...+ 6+ years of digital consumer product development or business analyst experience with a track record… 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
- Neuberger Berman (New York, NY)
- … business . **Responsibilities:** + Develop a deep understanding of the Private Wealth business and processes; identify pain points and gaps, and opportunities ... to improve the sales experience. + Provide business analyst expertise, identifying business ...Financial Services Cloud a plus + Experience within Asset Management and/or Private Wealth Industry highly preferred… more