- Robert Half Technology (New York, NY)
- …(eg, CBAP, PMP) is a plus. 5+ years of experience as a Business Analyst , preferably in wealth management or financial services. Proven track record of ... are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth ... process analysis, and technology-driven solution delivery within the wealth management domain. Key Responsibilities: Strategy &… 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
- KeyBank (Amherst, NY)
- …lines of business , products, and functional activities. In this role, the Sr. Data Analyst - Wealth Management and Trust Testing and Analytics, serves in ... (ie - retrieving, combining, and analyzing data specific to wealth management , trust, private banking, and related...analysis, and/or reporting typically achieved through work as a: business , data, operations, compliance, or risk analyst ;… 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
- S&P Global (New York, NY)
- …product development strategy, focusing on a suite of indexing solutions designed for Wealth Management . + Conduct market research and competitive analysis to ... to this evolution. The role provides exposure to multiple products across the Wealth Management industry such as asset managers, financial advisors, wirehouses… 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
- 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 ... engineers, and other partners to expand and enhance our Wealth Management incentive offer capabilities across digital/non-digital...of 6 years of digital consumer product development or business analyst experience with track record of… 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