- 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 the… more
- KeyBank (NY)
- **Location:** 4910 Tiedeman Road - Brooklyn, Ohio 44144 **Job Summary:** The Wealth Business Analyst will serve as a strategic liaison between business ... teams. + Support the implementation of technology solutions across wealth platforms, including onboarding, financial planning , portfolio...+ Minimum: 5 years of experience as a Business Analyst , preferably in wealth management or financial… more
- Citigroup (New York, NY)
- …Bank, Wealth at Work, and Citigold). **Role Description:** This is a senior analyst role in the USPB & Wealth Business Treasury Capital and Liquidity ... with risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet … more
- BMO Financial Group (New York, NY)
- …equivalent combination of education and experience. + In-depth knowledge of financial planning and wealth management. + Certified Financial Planner is preferred. ... Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship… more
- Citigroup (New York, NY)
- …providing a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is responsible for leading a group of ~ 30 ... Wealth Planning professionals around the world. These...accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus + 15+ years of relevant… more
- Citigroup (New York, NY)
- … management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. ... Citi Global Wealth brings together the full power of Citi...High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate… more
- TIAA (Ithaca, NY)
- …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
- Citigroup (New York, NY)
- The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's ... job-related duties may be assigned as required. Role: **Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A)** **Job Background/Context:** The… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the complex financial… more
- Robert Half Finance & Accounting (Albany, NY)
- … planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and ... recommendations for financial planning ; retirement planning ; taxes; estate flowcharts; some investment management duties; working directly with clients; various… more