- 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 Lead Analyst will be working on the...are critical to success in today's fast-paced, ever changing business landscape. **Responsibilities:** + Lead projects across… more
- Citigroup (New York, NY)
- …a related field + 5+ years of experience in in a business /data analyst role, ideally within the Wealth Management environment. + Strong coding and scripting ... data driven solutions. You will work closely with the Investments business in Wealth Management to gather requirements, analyze complex datasets and deliver… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- As part of the IT Wealth Management Product team, the Senior Business /Data Analyst will partner with Product Managers and Business to facilitate and ... and documentation. May be required to act as project lead on small to medium projects and/or provide direction...to five (5) years of experience as a Technical Business /Data Analyst would be preferred or a… more
- Wells Fargo (Minneapolis, MN)
- **2026 Wealth & Investment Management (WIM) Analyst Program - Early Careers** **About this role:** Wells Fargo is seeking talented individuals to join the 2026 ... Wealth & Investment Management (WIM) Analyst Program....more about Wells Fargo's career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) ** Business Overview** The… more
- Cognizant (New York, NY)
- ** Business Analyst - Client Reporting Rationalization** **Location: Boston, MA** **Hybrid** **About Cognizant Consulting** Cognizant Consulting is more than ... global community of 5,000+ experts dedicated to helping clients reimagine their business . Blending our deep industry and technology advisory capability, we create… 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. ... and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Work Visa sponsorship, either currently or in the future._** **Responsibilities:** + Lead the elicitation, documentation, and management of business and ... functional requirements for complex technology initiatives. + Translate business needs into clear, actionable technical requirements and user stories. + Conduct gap… more
- BlackRock (New York, NY)
- **About this role** **The Team:** The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking, globally connected team at the center of the ... markets to unlock opportunities and accelerate outcomes for the business . In collaboration with both internal and external partners,...operate. They will be able to effectively assist and/or lead on multiple projects at once and can seamlessly… more
- Athene (Conshohocken, PA)
- …an inclusive and dynamic work environment at our various locations. Purpose: The Analyst is a key team member in the day-to-day operations. The successful candidate ... should have an interest in learning the tax-advantaged business at Apollo, more specifically, the pipeline aspects to...+ Proactively manage Salesforce (CRM) Projects + Take a lead role in ensuring new opportunities and meeting notes… more
- Vanguard (Malvern, PA)
- + Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an ... a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop… more
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