- US Tech Solutions (Brooklyn, OH)
- …ensure continuity of delivery with business **Job Brief:** Join the Foundational Analytics and Wealth Delivery squad as Data Analyst within Enterprise ... and business insights that drive critical business decisions. The Data Analyst will be responsible for ...elements from the source systems to the target analytics data assets and Wealth -specific data … more
- Citigroup (New York, NY)
- …Banking (consisting of Branded Cards, Retail Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank, Wealth at Work, and ... management , product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management ,...Citigold). **Job Description** This is a senior analyst role in the USPB & Wealth … more
- KeyBank (OH)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 **Position Overview:** The Financial Analyst for Wealth Management will play a key role in supporting ... the financial performance of the Wealth Management division. This individual will be...communication skills, with the ability to translate complex financial data into actionable insights for stakeholders. * Detail-oriented, with… more
- Citigroup (New York, NY)
- …Overall the team has a geographical footprint in NY, London, Hong Kong and Malaysia. Wealth Business Treasury Ld Analyst - C13 sits in the NY office and ... Wealth Business Treasury is a global team that...broader finance teams on topics related to FTP, Liquidity management , IRR and overall B/S return optimization. With the… more
- Bank of America (Newark, DE)
- Wealth Management Fraud & Claims - Sr. Fraud Analyst Newark, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make ... solutions to clients while focusing on retention and re-establishing client confidence. Wealth Management Fraud & Claims associates will handle inbound calls… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … is desirable + **Financial Services experience required** + **Minimum of 3yrs in Wealth Management domain experience needed.** + Works at an advanced level to ... schedules and implementation plans for technical solutions. **Skills:** + Business analysis, data analysis, project management . - Required + Understanding or… more
- Guardian Life (Bethlehem, PA)
- …responsible for financial projections and analysis of Individual Markets insurance and wealth management products, with earnings totaling over $1B annually. This ... Plan and periodic re-forecasts, for Guardian's Individual Markets insurance and wealth management products. + Participate in monthly/quarterly management… more
- Truist (Atlanta, GA)
- …2. Six years of professional work experience with demonstrated competency in wealth management for affluent clients. **General Description of Available Benefits ... (United States of America) **Please review the following job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to… more
- Citigroup (Jersey City, NJ)
- The senior compliance risk analyst for Independent Compliance Risk Management (ICRM)'s Surveillance team is responsible for the oversight for surveillance ... **Responsibilities:** + Reviews and analyzes surveillance and trading activity data and assists with developing, maintaining, and performing surveillance reviews… more
- Citigroup (Tampa, FL)
- …Global Markets ("CGMI"); assistance with the creation of control reporting of data associated with CGMI customer complaints. This process requires a good degree ... years of relevant experience + Collaboration and communication skills. + Time management and organizational skills. + Ability to successfully interact with varying… more