- 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 on helping investors achieve their long-term financial goals and is comprised of Chase Wealth … 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 success… 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 ... (eg, CBAP, PMP) is a plus. 5+ years of experience as a Business Analyst , preferably in wealth management or financial services. Proven track record… 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
- KeyBank (Amherst, NY)
- …of business , products, and functional activities. In this role, the Sr. Data Analyst - Wealth Management and Trust Testing and Analytics, serves in the ... data extraction, analysis, and/or reporting typically achieved through work as a: business , data, operations, compliance, or risk analyst ; internal auditor; or… 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 for the...potential solutions that address user needs and align with business goals + Writes product requirements and oversee successful… 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
- 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...sessions (regional and global) + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… 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 ... on Wealth Management Personalization, to help both the client and Wealth Management business grow. You enjoy shaping the future of product innovation as a… more