- Citigroup (Tampa, FL)
- …automation and create strategies and synergies across their people, product, and platform. The Strategy Lead Analyst will be working on the Operations Change ... the Tech Book of Work, as well as drive strategy across the Wealth program for operations....in today's fast-paced, ever changing business landscape. **Responsibilities:** + Lead projects across their lifecycle: identifying and structuring the… more
- Citigroup (Tampa, FL)
- …Management team, to govern and manage Tech Book of Work as well as drive strategy across the Wealth program for operations. Closely liaising with the Operational ... The Citi Wealth Business provides services for clients in Private...Ops product teams to update Operations process flows and lead process reengineering campaigns + Work closely with tech… more
- Citigroup (Tampa, FL)
- …and create strategies and synergies across their people, product, and platform. The Strategy Senior Analyst will be working on the Operations Change Management ... the Tech Book of Work, as well as drive strategy across the Wealth program for operations....provide clarity in complex problems and facilitate decision-making. + Lead projects across their lifecycle: identifying and structuring the… more
- TD Bank (Mount Laurel, NJ)
- …the Wealth Lending Advisors (WLA) who support the lending activities of Wealth Banking.** **In this position, the Compliance Analyst will provide guidance, ... standards. management areas, broader organization, and enterprise as appropriate. **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct… more
- TD Bank (Mount Laurel, NJ)
- …broader organization, and enterprise as appropriate. **As a member of the US Wealth Compliance Department, the Compliance Business Oversight Analyst duties:** + ... projects, as needed.** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and advice to assigned portfolio,… 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 customer success efforts. **Key Responsibilities:** **Platform Vision & Strategy ** + Work closely with Product Owners and Product...** + Work closely with Product Owners and Product Lead to build solutions for advisor engagement and scale… more
- Bank of America (New York, NY)
- Analyst / Associate: US Equity and Quantitative Strategy Research New York, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Associate--US-Equity-and-Quantitative- Strategy -Research\_25017651) **Job Description:** As a fundamental strategist on the… more
- HSBC (New York, NY)
- …planet we all share. Financial planning is an important component of HSBC's Wealth customer acquisition strategy , delivering International customers as well as ... in tax, insurance and legal services. The Head of Wealth Planning and Advisory will lead a...MBA, JD, Certified Financial Planner CFP and/or Chartered Financial Analyst (CFA) professional designations preferred + FINRA S7 and… more
- JPMorgan Chase (Summit, NJ)
- …wealth transfer strategies + Train, coach and develop advisors to independently lead effective Wealth Strategy , Technology driven client engagements ... internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice...MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred + Series 7,… more
- Citigroup (New York, NY)
- …closely with Private Bankers and client facing teams to provide expertise on UHNW Wealth topics. + Strategy Definition and Implementation - Define the operating ... Citi Wealth services a large number of UHNW relationships...leadership to help identify client engagement opportunities to progress strategy and focus on increasing market share. This role… more