- 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 ... synergies across their people, product, and platform. The Strategy Senior Analyst will be working on the...of businesses and assets. Work in close partnership with business heads and senior leadership to identify… more
- Citigroup (New York, NY)
- …including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and ... to work on key strategic priorities for the global wealth business . **Job Description** The Citi's ...business . The team works in close partnership with business heads and senior leadership to identify… more
- Capgemini (New York, NY)
- …more inclusive world. **Job Description** + 12+ years of experience as a Business Analyst in Wealth Management/Securities Master. + Proven experience ... Sr. Business System Analyst - Wealth...impacting reference data in financial services. + Excellent communication, senior stakeholder management and interpersonal skills. + Ability to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …location: St. Petersburg, FL.** **Job Summary:** This Senior Business Analyst , Technology will partner closely with the Wealth Management & Asset ... (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems.… 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... Management Lending Solutions, you will partner closely with senior Lending Specialists to provide business support,… 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 Lead 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
- 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...Ability to effectively partner with Ops leads, technology partners, senior management and business counterparts + Strategic… more
- JPMorgan Chase (Columbus, OH)
- … senior leaders and teams to learn about risk management. As an Asset & Wealth Management Risk Summer Analyst in JP Morgan, you will have the opportunity to ... to help you learn and grow. + Develop innovative ideas to help our business . + Network with industry leaders, access best-in-class training, and learn how our… more
- Truist (Philadelphia, PA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products… more
- Aegon Asset Management (Cedar Rapids, IA)
- …experience for our customers and shareholders. Job Description Job Description Summary: The Business Analyst team work as liaisons between the business ... practices, knowledge, and processes and to mature and improve Business Analyst role and expertise/skills. + Quality...a minimum related work experience of 5-7 years for Senior in the areas listed below. + Moderate to… more