- KeyBank (Amherst, NY)
- …lines of business , products, and functional activities. In this role, the Sr. Data Analyst - Wealth Management and Trust Testing and Analytics, serves ... skills, and acumen (ie - retrieving, combining, and analyzing data specific to wealth management, trust, private...typically achieved through work as a: business , data , operations, compliance, or risk analyst ; internal… more
- 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) ... needs. **Stakeholder Collaboration** + Act as the primary liaison between business stakeholders, data science teams, engineering, marketing, and customer… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …office location: St. Petersburg, FL.** **Job Summary:** This Senior Business Analyst , Technology will partner closely with the Wealth Management & Asset ... processes, enhancement of existing technology solutions and processes, including workflow and data flow design. This position will lead business and functional… more
- JPMorgan Chase (New York, NY)
- …across 3,500 branches and 20 offices. As an Analyst within the Banking Business Development team, you will support the Wealth Management Banking Business ... The JP Morgan Wealth Management (USWM) business is focused...well as Legal, Risk, and Compliance. + Partner with Data & Analytics to develop and maintain business… more
- City National Bank (Beverly Hills, CA)
- * 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… more
- JPMorgan Chase (Columbus, OH)
- The JP Morgan Wealth Management Lending Product Analyst (LPA) serves as a point of contact for all inquiries from Advisors and Clients. As part of Wealth ... of the Lending Specialist organization. As a Lending Product Analyst within Wealth Management Lending Solutions, you...will partner closely with senior Lending Specialists to provide business support, data insights, client and advisor… more
- 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 ... across their people, product, and platform. The Strategy Senior Analyst will be working on the Operations Change Management...of Work, as well as drive strategy across the Wealth program for operations. You will closely liaise with… more
- BMO Financial Group (Centennial, CO)
- …planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio ... to clients to enhance the overall experience. + Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. + Assist… more
- 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 ... of Work as well as drive strategy across the Wealth program for operations. Closely liaising with the Operational...will have a unique exposure to worlds of Technology, Business , Operations, PMO and Business Management through… more
- Manulife (Boston, MA)
- Join our Global Wealth Management Technology Team! Our Senior Product Delivery Analyst collaborates with our technical and business teams to improve and ... enhance our product and services by gathering and analyzing data related to customer needs and business ...to 7 years+ of product management within financial services, wealth management, or Fintech. + Degree or equivalent experience… more