- 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 in the ... management) as well as trust/fiduciary related compliance, operations, and risk management strategies to support the Wealth Management and Trust Testing team… more
- US Bank (Minneapolis, MN)
- …and qualitative analysis; presentations and reporting; and client services. **As a Wealth ** **& Asset** **Management Development Program Analyst , you may embark ... **Job Description** **Our** **W** **ealth** **M** **anagement** **t** **eam** Wealth Management from US Bank and US Bancorp offers...and focus is on managing investment grade fixed income strategies , with more than $166 billion in assets under… 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...harmonize their processes for enhanced efficiency, automation and create strategies and synergies across their people, product, and platform.… 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...harmonize their processes for enhanced efficiency, automation and create strategies and synergies across their people, product, and platform.… more
- Manulife (Boston, MA)
- …our Global Wealth Management Technology Team! Our Senior Product Delivery Analyst collaborates with our technical and business teams to improve and enhance our ... + Minimum 5 to 7 years+ of product management within financial services, wealth management, or Fintech. + Degree or equivalent experience in business, finance,… 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 v. $1mm). The Wealth Operations organization are looking to harmonize their processes...harmonize their processes for enhanced efficiency, automation and create strategies and synergies across our people, product and our… 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) ... and publishing capabilities. + Analyze campaign performance to inform future strategies and optimizations. **Compliance & Governance** + Ensure adherence to… more
- KeyBank (Portland, ME)
- …support enabling Portfolio Managers and Portfolio Strategists to provide effective strategies , solutions and optimal levels of service that exceed client ... performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. **ESSENTIAL JOB FUNCTIONS**… more
- Regions Bank (Atlanta, GA)
- …of the system. **Job Description:** At Regions, the Operational Risk Analyst is responsible for advanced operational risk analysis (identification, measurement, ... and deliver results + Familiarity with financial and/or non-financial risk management strategies + High degree of problem-solving skills with ability to understand… more
- Huntington National Bank (Columbus, OH)
- …investment research and due diligence. + Monitor performance of alternative investment strategies and managers; prepare regular reporting and updates. + Maintain and ... update shadow accounts and assist with data reconciliation. + Create clear, professional presentations for investment committees and senior leadership. + Support the alternatives group with operational and clerical responsibilities, ensuring accuracy and… more