- HUB International (Chicago, IL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more ... leading success in mergers and acquisitions. **Dynamics 365 Data Analyst & Migration Specialist** We are looking for a...years of relevant experience, ideally in finance or private wealth /retirement management + Strong proficiency in Microsoft… more
- US Tech Solutions (Washington, DC)
- …Life and Traditional Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for conducting ... **Job Description:** As a **wmA Business Analyst Lead** , you will play a pivotal...Traditional Life** products. + **Extensive hands-on experience with Vantage/wmA ( Wealth Management Accelerator) is mandatory.** + **Proven… more
- CIBC (New York, NY)
- …variety of sub-sectors across specialty finance, financial technology, insurance, asset and wealth management and others. Our ecosystem is fast-changing and the ... equity markets. **What You'll Be Doing** The FIG Summer Analyst will work with a number of individuals from...global offices. The role will provide you with a wealth of learning and an ability to observe and… more
- Stanley Black and Decker (Towson, MD)
- **Senior Finance Analyst , NA FP&A - Hybrid** **New Britain, CT, United States** **Towson, MD, United States** **Come make the world and accelerate your success.** It ... CADET(R), and HUSTLER(R). **The Job:** As a Senior Finance Analyst , NA FP&A, you'll be part of our North...field and 2-4 years of experience + Excellent analytical, time- management , and project management skills with ability… more
- Guardian Life (New York, NY)
- …with applicable laws, regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and ... the Compliance department's efforts in supporting the implementation of new retail wealth management products and services. + Prepare relevant compliance metrics… more
- UMB Bank (Kansas City, MO)
- …in the execution of an effective Compliance and Oversight Program to assure Private Wealth Management maintains the required level of compliance set forth by the ... issues. + You will execute the Code of Ethics program for Private Wealth Management associates. + You will be responsible for processing regulatory filings. +… more
- First Horizon Bank (Memphis, TN)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... Financial Portfolio Accounting is the leading provider of fee-based investment management services for depository institutions to banks and credit unions nationwide.… more
- MUFG (Chicago, IL)
- …experience in Financial Services industry is required + Prior experience in corporate banking, wealth management or at a senior retail branch level is preferred ... more details. **Job Summary:** The Japanese Corporate Banking (JCB) Client Services Analyst 's primary responsibility is to assist JCB corporate banking clients in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …improvements, and firm-wide priorities Requirements + Experience in client service within wealth management , investment advisory, or a family office + ... office in San Francisco to hire a Client Service Analyst . This is an opportunity to join a firm...across generations-parents, children, and extended family members-helping them navigate wealth with clarity and intention. + High-touch service: This… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... a highly motivated and experienced **Cyber Threat Hunt Senior Analyst ** to join our team in **Irving, TX** ....and non-technical audiences, to include senior leaders and executive management . + **Serve as a subject matter expert (SME)**… more