• Wealth Analyst I

    City National Bank (New York, NY)
    * 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
    City National Bank (06/24/25)
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  • Wealth Strategy Lead Analyst - C13

    Citigroup (New York, NY)
    …leadership, and provide clarity in complex problems to facilitate decision-making. The Wealth Strategy Lead Analyst is a strategic professional responsible for ... **Overview** Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
    Citigroup (07/01/25)
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  • Wealth Data, Analytics & Innovation…

    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) ... with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. +… more
    Citigroup (08/02/25)
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  • Wealth Relationship Manager SAFE Act - 90…

    Citigroup (New York, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
    Citigroup (07/23/25)
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  • Wealth Relationship Manager SAFE Act - 388…

    Citigroup (New York, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
    Citigroup (07/12/25)
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  • Citi Wealth - Wealth Relationship…

    Citigroup (New York, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
    Citigroup (07/04/25)
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  • Global Private Bank Investment Solutions Program…

    JPMorgan Chase (New York, NY)
    …client relationships and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst in Global Private ... 2026 AWM Global Private Bank Solutions summer Analyst program **Short Description** Solutions Analyst Training Program in Private Bank working with advisors to… more
    JPMorgan Chase (07/01/25)
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  • Citi Wealth - Head of Wealth…

    Citigroup (New York, NY)
    Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... Wealth Planning Specialists is responsible for leading a group...accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus + 15+ years of relevant… more
    Citigroup (05/17/25)
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  • Sr. Audit Manager- Wealth Management

    City National Bank (Jersey City, NJ)
    *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
    City National Bank (05/28/25)
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  • Salesforce Administrator - Private Wealth

    Neuberger Berman (New York, NY)
    …Salesforce Administrator to overall drive adoption and maintain support for the Private Wealth channel, reporting to the Head of Sales Enablement. The role involves ... enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing solutions in collaboration with… more
    Neuberger Berman (05/13/25)
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