- Tompkins Community Bank (Ithaca, NY)
- …+ Review business systems enhancements, changes and procedures + Partner with Wealth Management Assistant Lead and TFA Compliance officer on reviewing, ... opportunities to coordinate with other departments to improve reporting, operations , service, and technology in an effort to meet...+ A minimum of 3-5 years' experience in a wealth management and or trust department +… more
- TD Bank (New York, NY)
- …Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in reshaping ... team member has a chance to make a tangible impact - both in day-to-day operations and in the design of a future-focused compliance program. This not just about… more
- Neuberger Berman (New York, NY)
- …projects and requests **Qualifications:** + 1-3 years industry experience, preferably in Asset/ Wealth Management + Bachelor's degree required + Strong analytical ... December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across… more
- Citigroup (New York, NY)
- The Sales Support Senior Analyst is an intermediate level position responsible for leading the formulation and implementation of long and short-term strategic plans ... opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified referrals for cross-sell. Employees… more
- Citigroup (New York, NY)
- The Strategy Senior Lead Analyst is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the... Investment Group seeks to hire a Due Diligence Analyst to help enhance the delivery of a competitive… more
- Skidmore College (Saratoga Springs, NY)
- Position Summary: Reporting to the Director of Prospect Development, the Senior Data Analyst and BI Developer plays a crucial role in this relationship management ... providing actionable, value-added intelligence and recommendations regarding Skidmore constituents' wealth , history, and circumstances that would influence engagement and… more
- US Tech Solutions (New York, NY)
- …launch and implement new initiatives Experience * 1-3 years of professional experience * Wealth Management and/or project management experience is a plus * ... Deposit & Cash Management is seeking an Analyst to join the product management team reporting to the Shared Bank Services Program Manager. The Analyst … more
- Citigroup (New York, NY)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . We enable clients to achieve their strategic ... Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area,...highly motivated and experienced Data Visualization & Analytics Lead Analyst to join our dynamic Production Management … more
- Tradeweb (New York, NY)
- …Action Employer. https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf **Group Details** As a Business Analyst within the Process and Operations team ... world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than...and execution. Reporting to the Head of Process and Operations , you will serve as a key liaison between… more