- 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) ... and customer success efforts. **Key Responsibilities:** **Platform Vision & Strategy ** + Work closely with Product Owners and Product...** + Work closely with Product Owners and Product Lead to build solutions for advisor engagement and scale… more
- Bank of America (New York, NY)
- Analyst / Associate: US Equity and Quantitative Strategy Research New York, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Associate--US-Equity-and-Quantitative- Strategy -Research\_25017651) **Job Description:** As a fundamental strategist on the… more
- HSBC (New York, NY)
- …planet we all share. Financial planning is an important component of HSBC's Wealth customer acquisition strategy , delivering International customers as well as ... in tax, insurance and legal services. The Head of Wealth Planning and Advisory will lead a...MBA, JD, Certified Financial Planner CFP and/or Chartered Financial Analyst (CFA) professional designations preferred + FINRA S7 and… more
- Citigroup (New York, NY)
- …closely with Private Bankers and client facing teams to provide expertise on UHNW Wealth topics. + Strategy Definition and Implementation - Define the operating ... Citi Wealth services a large number of UHNW relationships...leadership to help identify client engagement opportunities to progress strategy and focus on increasing market share. This role… more
- Citigroup (New York, NY)
- Citibank, NA seeks a KYC Operations Lead Analyst for its New York, NY location (100% remote work permitted). Duties: Guide workstreams and policy projects across ... process across all lines of Business such as Retail, Wealth and Credit Cards. Understand Controls and monitoring process...updates on a consistent basis to various stakeholders about strategy , adjustments, and progress. Organize and lead … more
- Citigroup (New York, NY)
- …motivated candidate for the position of 'Equities Electronic Trading Technology Production Support Lead Analyst ' within our global support team located in the NY ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic financial… more
- Citigroup (Getzville, NY)
- …activity-based metrics that have held us back in the past. The Data Analytics Lead Analyst is a strategic professional who stays abreast of developments within ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...own field and contributes to directional strategy by considering their application in own job and… more
- TD Bank (New York, NY)
- …colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct ... within risk appetite, through expert objective guidance and independent challenge;** **U.S. Wealth is a fully integrated wealth management business that provides… 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 ... business process analysis, and technology-driven solution delivery within the wealth management domain. Key Responsibilities: Strategy &...a plus. 5+ years of experience as a Business Analyst , preferably in wealth management or financial… more
- Wellington (New York, NY)
- …factors, manager research, asset allocation, quantitative investing, and risk management. The Investment Analyst will work as part of a product coverage team led by ... Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to support our clients'… more