- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer… more
- Citigroup (New York, NY)
- …that can be leveraged to measure the salesforce effectiveness across all the Wealth Franchises + Interact regularly with business partners to deliver performance ... Citi Wealth is a premier wealth management...are seeking a skilled individual who will support our Business Intelligence team in the area of Sales Advisor… more
- S&P Global (New York, NY)
- … business , or a related field. + 7 years of experience as a business analyst , preferably in the financial information industry. + Strong analytical and ... for growth and professional development in the field of business system analysis within a fast-paced and challenging work...lean portfolio management. + Previous experience as a team lead or in a similar role. **Right to Work… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... Wealth Planning Specialists is responsible for leading a group...partner with Product and Segment teams to schedule and lead internal training sessions (regional and global) + Appropriately… more
- TD Bank (New York, NY)
- …of experience **Preferred Background & Experience** + **Experience working in an integrated wealth business as a bank subsidiary, a focus on securities ... challenge;** **U.S. Wealth is a fully integrated wealth management business that provides products and...risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support… more
- Citigroup (New York, NY)
- …needs. This individual will also serve as a key point of contact between the Wealth Business and other analytical functions within the DAI. The individual must ... Citi Wealth is a premier wealth management...skilled data science professional to be part of the Business Analytics Management (BAM) team. This individual will be… more
- JPMorgan Chase (New York, NY)
- …experienced hire roles across the Revenue Generating Business in Asset & Wealth Management, with positions ranging from Analyst to Executive Director. In ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...will be key to your success. **Job Responsibilities** + Lead end-to-end, full life cycle recruitment, from direct approach… more
- Robert Half Technology (New York, NY)
- Description Position Summary: We are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth Advisory team. This role is pivotal in ... relevant certification (eg, CBAP, PMP) is a plus. 5+ years of experience as a Business Analyst , preferably in wealth management or financial services. Proven… more
- Citigroup (Getzville, NY)
- …and unlock new opportunities for growth. **Role Overview:** The Transaction Svs Sr Lead Analyst is a senior level position responsible for managing operation's ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic financial… more
- Citigroup (Getzville, NY)
- …activity-based metrics that have held us back in the past. The Data Analytics Lead Analyst is a strategic professional who stays abreast of developments within ... leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers,… more