- US Tech Solutions (Brooklyn, OH)
- **Job Description:** Note: This is 6 months contract (with possible extension)** As a Wealth Business Analyst , you will work with business areas, ... vendors to implement new platforms, features, and processes for wealth management . You will stay updated on...vision, goals, and objectives of the organization. + Create business analysis artifacts such as process flows, gap analysis,… more
- JPMorgan Chase (Columbus, OH)
- **Job Description** The JP Morgan Wealth Management Lending Product Analyst (LPA) serves as a point of contact for all inquiries from Advisors and Clients. ... Solutions, this role is focused on growing the lending business by providing seamless execution of all new lending...and support of the Lending Specialist organization. As an Analyst within Wealth Management Lending… more
- 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… more
- JPMorgan Chase (Columbus, OH)
- …with senior leaders and teams to learn about risk management . As an Asset & Wealth Management Risk Summer Analyst in JP Morgan, you will have the ... and grow. + Develop innovative ideas to help our business . + Network with industry leaders, access best-in-class training,...financial statements is key in determining credit risk. + ** Wealth Management Investment Risk & Analytics (Columbus,… more
- KeyBank (New York, NY)
- …New York, New York 10019 KeyBank is seeking a strategic and dynamic Wealth Management , Family Wealth Senior Analyst . This role will be pivotal in driving ... delivering high "mission value added" projects for the Family Wealth business . **Essential Job Functions** + Responsible...analytics teams to drive data initiatives in support of Wealth Management priorities + Provide analysis and… more
- City National Bank (New York, NY)
- *PROCESS ANALYST WEALTH * WHAT IS THE OPPORTUNITY? The Process Analyst position is responsible for working closely with the business units by assisting ... the Sr. Business Analyst facilitate workshops with stakeholders to gain in-depth understanding...role works with Process Owners and Process Managers across Wealth Management to 1) document process and… more
- Huntington National Bank (Columbus, OH)
- …Reporting to the Director of Portfolio Solutions, the analyst will work with the Wealth Management Leadership team and other Wealth leaders to develop an ... wealth products based on a deep understanding of business drivers, competition, and stakeholder needs. + Help drive... drivers, competition, and stakeholder needs. + Help drive Wealth Management marketing and brand strategy in… more
- Truist (Atlanta, GA)
- …reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management ... and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to… more
- Tompkins Community Bank (Ithaca, NY)
- …Review business systems enhancements, changes and procedures + Partner with Wealth Management Assistant Lead and TFA Compliance officer on reviewing, ... will lea d the creation of reports for the business development report , general financial reporting and system...+ A minimum of 3-5 years' experience in a wealth management and or trust department +… more
- BMO Financial Group (Minneapolis, MN)
- …of education and experience. + General knowledge of financial planning and wealth management . + Working towards a financial planning designation preferred. ... business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the...+ Proficiency in office software and sales management software. + Comfortable exploring beyond one's area of… more