- Raymond James Financial, Inc. (St. Petersburg, FL)
- …month in our St Petersburg, FL Corporate Office._** **Summary:** As part of our Wealth Management Technology Team, Lead Analyst will serve as a strategic partner ... to business and IT teams, driving the delivery of innovative, scalable, and efficient technology solutions. You will lead the end-to-end analysis process, from requirements gathering and documentation to solution validation and implementation support. This… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the following office location: St. Petersburg, FL.** **Job Summary:** This Senior Business Analyst , Technology will partner closely with the Wealth Management & ... (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems.… 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 (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...across their people, product, and platform. The Strategy Lead Analyst will be working on the Operations Change Management… 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 (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...across their people, product, and platform. The Strategy Senior Analyst will be working on the Operations Change Management… 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 (net ... worth of ~$200k v. $1mm). The Wealth Operations organization are looking to harmonize their processes...of Work as well as drive strategy across the Wealth program for operations. Closely liaising with the Operational… more
- Bank of America (Jacksonville, FL)
- Wealth Management Fraud & Claims - Sr. Fraud Analyst Newark, Delaware;Jacksonville, Florida **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newark/ Wealth -Management-Fraud Claims Sr-Fraud- Analyst \_25028343) **Job Description:** Merrill … more
- Regions Bank (Orlando, FL)
- …Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
- Citigroup (Miami, FL)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- Citigroup (Tampa, FL)
- …Primarily responsible for day-to-day processes of intake/assignment/close out of investment complaints for a retail broker dealer/RIA and insurance agency business; ... coordination of the day-to-day activities of the complaint intake function for Citi's broker-dealer, Citigroup Global Markets ("CGMI"); assistance with the creation of control reporting of data associated with CGMI customer complaints. This process requires a… more
- Regions Bank (Orlando, FL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing, ... underwriting, and negotiating credit decisions for standards Private Wealth Management (PWM) credit requests submitted by Private Wealth and Lending Advisors… more