- 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
- Citigroup (New York, NY)
- …leadership, and provide clarity in complex problems to facilitate decision-making. The Wealth Strategy Lead Analyst is a strategic professional responsible for ... **Overview** Citi Wealth is a leading provider of financial solutions...change. + Manage all aspects of client service, including planning , prioritizing and organizing projects. + Develop and strengthen… 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 (Bronx, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs… 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
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs… 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
- JPMorgan Chase (New York, NY)
- 2026 Global Private Bank Advisor Program (SUMMER Analyst ) - USPB **Short Description** Advisor Training Program in Global Private Bank working with advisors to ... we have the role for you. Joining our Summer Analyst Program means you will be joining a team...and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global… more
- Citigroup (New York, NY)
- …tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at Work and Citigold ... Citi Wealth is a premier wealth management...to deliver performance reporting through performance dashboard and business planning process such monthly, quarterly business reviews. + Act… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 10 **The** **Role:** Index Analyst **The Team:** The Factor Index Management team is responsible for complex, ... and other Smart Beta indices. **The Impact:** The Index Analyst is responsible for managing a wide range of...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more