- KeyBank (Albany, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA)… more
- Bank of America (New York, NY)
- …Portfolio Construction and Analysis, Presentation Skills, Financial Markets expertise, Pipeline Management , Wealth Planning, Liability Management **Skills:** ... UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering...+ Market Analysis + Portfolio Management + Wealth Planning + Analytical Thinking + Client Investments … more
- Scotiabank (San Francisco, CA)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... a full range of investment banking, credit and risk management products and services relevant to the financing and...Analyst (CFA) program is an asset + Good business judgment and decision-making skills + Ability to perform… more
- Scotiabank (San Francisco, CA)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Citigroup (Irving, TX)
- …with system modifications and deployments. + Production support experience in specific wealth management application domains is highly desired. + Working with ... of the individual. **Responsibilities:** + The Application Support Senior Analyst provides technical and business support for...risk and impact of production issues and escalate to business and technology management in a timely… more
- BIC Corporation (Brooklyn, NY)
- …- IBP). + Minimum of 8 years of experience as a SQL expert, System Designer, Business Analyst , or similar role, with a focus on supply chain or integrated ... management , financial forecasting, and production scheduling. + Translate business requirements into detailed technical specifications and system designs.… more
- DXC Technology (Farmington Hills, MI)
- …Life and Traditional Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for conducting ... optimization. **Required Skills & Experience** + **8+ years** of experience as a ** Business Analyst or Programmer Analysts** in the **life insurance** domain,… more
- MSys Inc. (Dallas, GA)
- …& Keywords (SEO-Optimized): + Envestnet, Yodlee, Yodlee Data APIs, FastLink + SME, Business Analyst , Wealth Platform SME + Account Aggregation, Transactions, ... Investments, Holdings + Wealth Management , Banking, FinTech, WealthTech + Requirements...data aggregation solutions + Support API integrations, UAT, and data validation + Partner with business , product, and engineering… more
- Regions Bank (Atlanta, GA)
- …(CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Excellent ... lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast… more
- HUB International (Omaha, NE)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... Executive **,** you will be responsible for providing complete service and benefit management of True Group clients (>100 lives). This includes serving as a liaison… more