Wealth Management Business Analyst

Job Title: BA with Wealth MgmtLocation: New York/Charlotte (3 days working from office)Overall 7+ years’ experience JD Responsibilities:Collaborate with stakeholders to understand their needs and gather detailed business requirements.Analyze data to identify trends, patterns, and insights that inform business decisions.Work closely with the client to...

Job Title: BA with Wealth MgmtLocation: New York/Charlotte (3 days working from office)Overall 7+ years’ experience JD Responsibilities:Collaborate with stakeholders to understand their needs and gather detailed business requirements.Analyze data to identify trends, patterns, and insights that inform business decisions.Work closely with the client to...

Infosys is seeking a Business Analyst in Wealth Management Domain. As a consultant, you will be an expert contributing to different phases of the consulting lifecycle. You will be intensely involved in business process consulting; you will define the problem, propose and create the solution. You will also play an important role in the development,...

Job Title: BA with Wealth MgmtLocation: New York/Charlotte (3 days working from office)Overall 7+ years’ experience JD Responsibilities:Collaborate with stakeholders to understand their needs and gather detailed business requirements.Analyze data to identify trends, patterns, and insights that inform business decisions.Work closely with the client to...

Job Title: BA with Wealth MgmtLocation: New York/Charlotte (3 days working from office)Overall 7+ years’ experience JD Responsibilities:Collaborate with stakeholders to understand their needs and gather detailed business requirements.Analyze data to identify trends, patterns, and insights that inform business decisions.Work closely with the client to...

Hybrid - Charlotte, NC/Iseline, NJ 8-9 years of overall experience and 3-5+ years' experience working as a Systems or Business Analyst or QA Analyst, documenting and testing requirements using at least one of the following collaborative management tools; Rational Team Concert, Rational Requirements Composer, JIRA, Requisite Pro, Caliber, Rally, Version One,...

About the job IT Business Systems Analyst IT Business Systems Analyst III needs 10+ years of progressive work experience in the investment management space. IT Business Systems Analyst III requires: Locations; Charlotte, NC, Iselin, NJ, Chicago, IL Hybrid, 3 days onsite Asset management, Eagle suite experience Knowledge across front, middle and back-office...

Role : Business Data Analyst Location : Charlotte , NC (Onsite) Requirements: Bachelor's Degree, Computer Science or similar, plus 8+ years of experience 8+ years of hand on experience in System analyst role for wealth management, Trading, Banking, Capital markets industry. 6+ years of leadership experience, leading multiple team initiatives simultaneously....

We are seeking a seasoned IT Business Analysis Manager to join our team as a Remote Business Analyst at Global Channel Management. This exciting opportunity requires a professional with 5+ years of business analysis experience, particularly in the field of cybersecurity. The successful candidate will possess a deep understanding of compliance, audit...

The Dignify Solutions LLC is seeking a Business Transformation Specialist to join our team. This role will be based in Charlotte, NC/Iseline, NJ and requires 8-9 years of overall experience and 3-5+ years' experience working as a Systems or Business Analyst or QA Analyst.This position involves documenting and testing requirements using collaborative...

Please see below for details on this role.Job SummaryThe Dignify Solutions LLC is looking for a highly skilled and experienced Systems or Business Analyst to join our team. The ideal candidate will have a minimum of 8-9 years of overall experience, with 3-5+ years' experience working as a Systems or Business Analyst or QA Analyst. Key responsibilities will...

Job OverviewThis is a hybrid role that requires collaboration with various teams and stakeholders to identify, assess, and mitigate risks within the First Citizens Wealth Business.ResponsibilitiesProvide guidance and support to the First Citizens Wealth Business Unit on risk management best practices and regulatory requirements.Collaborate with senior...

Job Title: Business Analyst for Fuel ManagementSalary: $60,000 - $80,000 per yearAbout the JobWe are seeking a highly skilled Business Analyst to join our team at Great Lakes Petroleum. As a Business Analyst, you will play a crucial role in ensuring the timely and accurate billing of customer invoices.Key ResponsibilitiesFuel Billing: Price billing...

Job Title: Wealth Management AdvisorWe are seeking a skilled and ambitious Wealth Management Advisor to join our team at Summers Agency & Quility. As a key member of our team, you will play a vital role in helping our clients achieve their financial objectives through expert wealth management and investment strategies.About the Role:This is an exciting...

Job Title: Business Analyst Role Location: Charlotte, NC preferred, open to Northeast, South or Midwest Client locations - must be willing to work EST hours Duration of Role: 6+ months Job Description As a Business Analyst, you will be responsible for analyzing an organization and designing its processes and systems You will assess the business...

Vanguard is committed to delivering the best long-term outcomes for our clients, and we're looking for a skilled Wealth Management Specialist to join our team.About the JobThis is an exciting opportunity to serve as the primary point of contact for existing High Net Worth clients, developing and maintaining strong relationships and proactively evaluating...

Description Home Search Jobs Job Description Business Analyst Contract: Charlotte, North Carolina, US Salary: $61.00 Per Hour Job Code: 356607 End Date: 2025-01-05 Days Left: 29 days, 2 hours left Apply Must have skills: Retirement plans (401K, 403B, etc.) Recordkeeping functional knowledge What are some "nice-to-have" skills: Java/J2EE,...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Job SummaryCAPITAL WEALTH ADVISORS seeks a skilled Client Services Manager to lead our office operations and deliver exceptional client experiences. This role requires a self-motivated individual with excellent organizational and communication skills.Key Responsibilities:Manage day-to-day office activities to ensure efficiency and effectiveness.Liaise with...

Business Systems Analyst PositionWe are currently seeking a highly skilled Business Systems Analyst to join our team at Strategic Staffing Solutions. The ideal candidate will have advanced skills in Microsoft Office Suite, familiarity with Agile work environments, and experience with Jira or Confluence.Key Responsibilities:Lead collaborative efforts and...