- City National Bank (Los Angeles, CA)
- SR AUDIT MANAGER- WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY?The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… 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 ... 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 (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...will have a unique exposure to worlds of Technology, Business , Operations, PMO and Business Management through… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …office location: St. Petersburg, FL.** **Job Summary:** This Senior Business Analyst , Technology will partner closely with the Wealth Management & Asset ... and processes, including workflow and data flow design. This position will lead business and functional requirements gathering, analysis and documentation,… more
- TD Bank (Mount Laurel, NJ)
- …**As a member of the US Wealth Compliance Department, the Compliance Business Oversight Analyst duties:** + **Ensure ongoing compliance with the Investment ... initiatives and ad-hoc projects, as needed.** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and advice… more
- Citigroup (New York, NY)
- **Position Overview:** We are seeking a strategic and results-driven Business Analyst to work on the development and optimization of our Advisor Insights (Next ... Execution** + Work closely with Product Owners and Product Lead to build solutions for advisor engagement and scale...learning applications/models in financial services. + Experience as a business analyst in agile development process +… more
- M&T Bank (Radnor, PA)
- …from proposal through post implementation. Participates in meetings with lines of business to identify their requirements in how an application looks and feels ... end user; provides feedback on them. Serves as project lead to ensure test plans and specifications are completed...and distribute meeting minutes as applicable. + Meet with business client to discuss requested application changes related to… 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
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Wealth Investment Solutions Analyst in Wealth and Investment Management. Learn more about our career ... areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you...models or quantitative examination to support investment positioning + Lead the development of strategies for use across lines… more
- Wells Fargo (Atlanta, GA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer… more
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