• Wealth Operations Strategy Senior…

    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 (08/09/25)
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  • Sr Business Analyst , Wealth

    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
    Raymond James Financial, Inc. (07/24/25)
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  • Wealth Operations Strategy Lead…

    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 (08/09/25)
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  • Wealth Management Advisor

    TIAA (Coral Gables, FL)
    …Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth ... ** Wealth Management Advisor** Supported with a robust array...tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and… more
    TIAA (07/02/25)
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  • Private Wealth Credit Portfolio Manager

    Regions Bank (Tampa, 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 ...WAs and LAs for assigned portfolio, active in client planning and deal structuring by leading deal discussions and… more
    Regions Bank (07/16/25)
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  • Private Wealth Management Trust Advisor

    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
    Regions Bank (06/21/25)
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  • Functional Business Analyst (SSO Division…

    Parker Hannifin Corporation (Miami, FL)
    Functional Business Analyst (SSO Division - Location: Miami, FL) Location : Miami, FL, United States Job Family : Information Technology Job Type : Regular Posted : ... technical support wherever it's needed. Digital & IT Senior Analyst "Functional Business Analyst " (SSO Division -...are proud to offer competitive benefits designed with health, wealth and well-being in mind. Our competitive package includes:… more
    Parker Hannifin Corporation (07/19/25)
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  • Sr Intelligence Analyst , ICD

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …(ICD) at Raymond James and partner closely with our Senior Data Analyst to develop forward-looking, predictive, and prescriptive analytics that fuel advisor ... time. + Conduct scenario analysis and optimization modeling to support resource planning , staffing strategy, and advisor support design. + Develop algorithms to… more
    Raymond James Financial, Inc. (08/23/25)
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  • Data Quality Lead Analyst - Vice President

    Citigroup (Tampa, FL)
    …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... for real-world needs or as part of our scenario planning and regulatory reporting. While that sounds straightforward, it's...past. **Overview of the Role:** The Data Quality Lead Analyst contributes to efforts to ensure that Data Exceptions… more
    Citigroup (07/18/25)
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  • Senior Analyst - Mortgage Product…

    TD Bank (Jacksonville, FL)
    …role. **Line of Business:** Product Management **Job Description:** The Senior Product Analyst contributes to the business strategy by supporting tactics for product ... business for their specific product group. The Senior Product Analyst offers advice, recommendations, solutions and consulting at a...diverse needs of borrowers, from first-time home buyers to Wealth customers. The team leads the end to end… more
    TD Bank (08/29/25)
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