- 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 ... skills, and acumen (ie - retrieving, combining, and analyzing data specific to wealth management, trust, private...typically achieved through work as a: business , data , operations, compliance, or risk analyst ; internal… 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) ... needs. **Stakeholder Collaboration** + Act as the primary liaison between business stakeholders, data science teams, engineering, marketing, and customer… more
- Capgemini (New York, NY)
- …more inclusive world. **Job Description** + 12+ years of experience as a Business Analyst in Wealth Management/Securities Master. + Proven experience ... Sr. Business System Analyst - Wealth...implementing Product Master solutions. + Solid understanding of reference data management principles within Wealth Management. +… more
- JPMorgan Chase (New York, NY)
- …across 3,500 branches and 20 offices. As an Analyst within the Banking Business Development team, you will support the Wealth Management Banking Business ... The JP Morgan Wealth Management (USWM) business is focused...well as Legal, Risk, and Compliance. + Partner with Data & Analytics to develop and maintain business… 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
- 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 ... standards of service, making it a key component of JP Morgan's holistic wealth management offerings. As a Product Associate for the Advance Investing product team… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **Job Description** **Title: Director, Wealth Benchmarks Product Management** **The Impact** : S&P Dow Jones Indices ... Role:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This...new clients and improving operational processes. + Support the business through analysis and content creation for thought leadership… 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 ... Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business ...to improve the sales experience. + Provide business analyst expertise, identifying business … more
- JPMorgan Chase (New York, NY)
- …Capabilities, and Skills:** + 6+ years of digital consumer product development or business analyst experience with a track record of delivery of new ... Management Personalization, to help both the client and Wealth Management business grow. You enjoy shaping...advisor, informed by industry-leading proprietary research and third-party market data , tools, and content, all backed by JP Morgan.… more
- Citigroup (New York, NY)
- …field + 5+ years of experience in in a business / data analyst role, ideally within the Wealth Management environment. + Strong coding and scripting ... We are seeking a detail oriented and technically skilled Business Analytics team member to join our Data...driven solutions. You will work closely with the Deposits business in Wealth Management to gather requirements,… more