- 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 the… more
- Citigroup (New York, NY)
- …exposed to different areas within Wealth , including Banking, Investments, Lending, Wealth Planning , Chief Operating Office and Chief Investment Office + ... but when. Citi's is looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth is unified wealth platform that… 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 (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...across their people, product, and platform. The Strategy Senior Analyst will be working on the Operations Change Management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the following office location: St. Petersburg, FL.** **Job Summary:** This Senior Business Analyst , Technology will partner closely with the Wealth Management & ... (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems.… 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 (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...across their people, product, and platform. The Strategy Lead Analyst will be working on the Operations Change Management… more
- UMB Bank (Kansas City, MO)
- …and Purview: Execute on operational activities to deliver service excellence to Private Wealth Management clients Role Specific Job Duties: * Be the SME on multiple ... operational functions * Works collaboratively with other functions in Private Wealth to answer technical questions, troubleshoot issues, and support special projects… more
- BMO Financial Group (Madison, WI)
- …an equivalent combination of education and experience. + General knowledge of financial planning and wealth management. + Working towards a financial planning ... Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship… 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) ... + Work closely with development teams to manage the product backlog, sprint planning , and release cycles. + Ensure the platform integrates effectively with other… more
- Truist (Atlanta, GA)
- …while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities. ... collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives,...an emphasis on the Brokerage & Private Banking and Wealth client segments. + Knowledge of Operational Procedures and… more
- JPMorgan Chase (Newark, DE)
- …+ Collaborate with cross-functional teams to deliver projects successfully, including planning , execution, and reporting updates to senior stakeholders + Timely ... 5 years' of work experience in financial services industry with Private Wealth Management experience preferred + Demonstrated solid understanding of investments with… more