Wealth Management BA

2 weeks ago

Tampa, United States LTI Mindtree Full time

About Us: LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise to help drive superior competitive differentiation, customer experiences, and business outcomes in a converging world. Powered by nearly 90,000 talented and entrepreneurial professionals across more than 30 countries, LTIMindtree — a Larsen & Toubro Group company — combines the industry-acclaimed strengths of erstwhile Larsen and Toubro Infotech and Mindtree in solving the most complex business challenges and delivering transformation at scale. For more information, please visit www.ltimindtree.com. Job Title: Wealth Management BA – Insurance & Annuities Location: Tampa, FL. (Hybrid) Duration: FTE Job Description: 10-15 years of experience as Business Analyst/Functional Consultant. Strong professional experience in Financial Services industry with good proficiency in Investment Products. Extensive experience of working in Wealth Management, Private Banking and Insurance Advisory and know-how of investment requirements of various clients. Well versed with Financial Planning concepts, account types, risk-return measurements, portfolio analysis & monitoring. Acumen and understanding about wide array of Insurance/Retirement alternatives (annuities, life, disability policies etc.) along with with tax considerations is a must. Proficient in Front and Back Office operations of Wealth Management, Portfolio Management across multiple asset classes. Examples include trading, book keeping, accounting and valuation, distribution & commissions etc. Know-how about regulatory and investor reporting compliance requirements for US markets. Exposure to market leading Wealth Management platforms will be of significant advantage. Strong Analytical Skills & problem-solving skills. o Fundamental analytical and conceptual thinking skills. o Experience creating detailed reports and giving presentations. o Excellent planning, organizational, and time management skills. Provide subject matter proficiency in specific functional area(s) to the assigned Scrum team. Should be proficient with BA role and responsibilities, like creating BRD, FRD writing, use cases, process flows and other deliverables. Should also have experience in managing E2E implementation (Agile/Waterfall) and working on Digital projects. Ability to multitask and meet established deadlines in a dynamic work environment by working independently or as part of a team. Demonstrating evaluation of current business processes and workflows to identify opportunities for streamlining and optimization will be a plus. Strong communication (written & verbal) and excellent stakeholder management skills. Benefits/perks listed below may vary depending on the nature of your employment with LTIMindtree (“LTIM”): Benefits and Perks: • Comprehensive Medical Plan Covering Medical, Dental, Vision • Short Term and Long-Term Disability Coverage • 401(k) Plan with Company match • Life Insurance • Vacation Time, Sick Leave, Paid Holidays • Paid Paternity and Maternity Leave The range displayed on each job posting reflects the minimum and maximum salary target for the position across all US locations. Within the range, individual pay is determined by work location and job level and additional factors including job-related skills, experience, and relevant education or training. Depending on the position offered, other forms of compensation may be provided as part of overall compensation like an annual performance-based bonus, sales incentive pay and other forms of bonus or variable compensation. Disclaimer: The compensation and benefits information provided herein is accurate as of the date of this posting. LTIMindtree is an equal opportunity employer that is committed to diversity in the workplace. Our employment decisions are made without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), gender identity or expression, national origin, ancestry, age, family-care status, veteran status, marital status, civil union status, domestic partnership status, military service, handicap or disability or history of handicap or disability, genetic information, atypical hereditary cellular or blood trait, union affiliation, affectional or sexual orientation or preference, or any other characteristic protected by applicable federal, state, or local law, except where such considerations are bona fide occupational qualifications permitted by law. Safe return to office: In order to comply with LTIMindtree’ s company COVID-19 vaccine mandate, candidates must be able to provide proof of full vaccination against COVID-19 before or by the date of hire. Alternatively, one may submit a request for reasonable accommodation from LTIMindtree’s COVID-19 vaccination mandate for approval, in accordance with applicable state and federal law, by the date of hire. Any request is subject to review through LTIMindtree’s applicable processes.

  • Wealth Management BA Insurance

    2 weeks ago

    Tampa, United States LTI Mindtree Full time

    About Us: LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology...

  • Wealth Management Advisor

    1 week ago

    Tampa, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth clients, providing personalized financial planning and investment advice, and delivering a comprehensive suite of...

  • Wealth Management Support Specialist

    1 week ago

    Tampa, FL , USA, United States Calamos Asset Management Full time

    Job SummaryThe Calamos Asset Management Client Service Specialist is responsible for providing exceptional front-line service to high net worth clients and acting as a liaison to the Wealth Management Wealth Advisor team.Key ResponsibilitiesClient Support: Provide timely and professional support to clients, including heavy phone and email contact, with...

  • Wealth Management Sales Consultant

    3 weeks ago

    Tampa, Florida, United States Truist Financial Full time

    Position Overview:The role outlined below is integral to our Wealth Management team. As a Wealth Management Sales Consultant, you will provide essential support to a dedicated group of Wealth Advisors, overseeing a portfolio of affluent clients. Your collaboration with a diverse team, including Wealth Support Specialists, Trust Advisors, Investment...

  • Financial Wealth Manager

    15 hours ago

    Tampa, Florida, United States New York Life - Tampa Full time

    Financial Wealth ManagerWe are seeking a highly skilled and motivated Financial Wealth Manager to join our team in Tampa, FL. As a Financial Wealth Manager, you will be responsible for analyzing clients' financial situations and creating tailored strategies to align with their goals effectively.Key Responsibilities:Analyze clients' financial data to identify...

  • Wealth Management Advisor

    3 days ago

    Tampa, Florida, United States AllianceBernstein Holding L.P. Full time

    About the RoleWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at AllianceBernstein Holding L.P. As a Wealth Management Advisor, you will be responsible for providing expert financial planning and investment advice to high-net-worth clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...

  • Wealth Management Advisor

    3 weeks ago

    Tampa, Florida, United States City National Bank Full time

    Opportunity for a Wealth Management AdvisorThe Wealth Management Advisor serves as a key relationship manager for a select group of affluent clients, including legal professionals, accountants, medical practitioners, and business owners. This position focuses on achieving and exceeding objectives by generating new lending and deposit business from both...

  • Wealth Management Specialist

    3 weeks ago

    Tampa, Florida, United States City National Bank Full time

    Exciting Career Opportunity as a Wealth Management SpecialistThe Wealth Management Specialist serves as a key relationship manager for a diverse portfolio of affluent clients, including legal professionals, certified public accountants, medical practitioners, and business owners. This position is focused on achieving and exceeding performance targets by...

  • Private Wealth Relationship Manager

    2 months ago

    Tampa, United States Bank of America Full time

    Description : The Private Wealth Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in...

  • Private Wealth Relationship Manager

    4 weeks ago

    Tampa, Florida, United States Bank of America Full time

    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...

  • Junior Wealth Management Consultant

    3 weeks ago

    Tampa, Florida, United States Sequoia Financial Group LLC Full time

    Position OverviewSequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing comprehensive financial planning and wealth management solutions. Our mission is to enhance the lives of our clients through our core values, which guide our actions and decisions:Integrity: We prioritize the best...

  • Senior Wealth Management Consultant

    3 weeks ago

    Tampa, Florida, United States Sequoia Financial Group LLC Full time

    Position OverviewWe are in search of a dedicated Financial Advisor to enhance our capabilities in delivering outstanding financial and investment planning services. This role emphasizes building and nurturing client relationships, collaborating closely with Managing Advisors and service team members to create and implement tailored client relationship...

  • Senior Wealth Management Consultant

    3 weeks ago

    Tampa, Florida, United States Sequoia Financial Group LLC Full time

    Position OverviewWe are in search of a dedicated Financial Advisor to enhance our offerings in financial and investment planning services. This role emphasizes client engagement, working closely with Managing Advisors and service team members to craft and implement tailored client relationship strategies. The goal is to enrich clients' lives, foster trust,...

  • Senior Wealth Management Consultant

    3 weeks ago

    Tampa, Florida, United States Sequoia Financial Group LLC Full time

    Job OverviewWe are in search of a dedicated Financial Advisor to enhance our offerings in financial and investment planning services. This role emphasizes building and nurturing client relationships while collaborating with senior advisors and service teams to create tailored financial strategies that enrich clients' lives and foster trust.Key...

  • Lead Business Analyst in Wealth Management

    3 weeks ago

    Tampa, Florida, United States Talent Groups Full time

    We are seeking a Lead Business Analyst specializing in Wealth Management or Private Banking for a prominent client.This role will primarily focus on Wealth Management or Private Banking, with a secondary emphasis on Data Analytics.Key Responsibilities:Possess over 10 years of experience as a Senior Business Analyst, particularly within the finance and...

  • Lead Business Analyst

    3 weeks ago

    Tampa, Florida, United States Talent Groups Full time

    We are seeking a Lead Business Analyst specializing in Wealth Management or Private Banking for our esteemed client.The role will focus predominantly on Wealth Management or Private Banking, comprising 70-80% of the responsibilities, with the remaining 20-30% dedicated to Data Analytics.Key Responsibilities:Senior Business Analyst with over 10 years of...

  • Global Wealth Operations Manager

    1 week ago

    Tampa, Florida, United States Citigroup Inc Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented professional to join our team as a Global Wealth Operations Manager. This role will be responsible for managing the day-to-day processes of intake and close-out of investment complaints for our retail broker-dealer/RIA and insurance agency business.Key ResponsibilitiesSupport teams with...

  • Associate Wealth Advisor

    4 weeks ago

    Tampa, United States Phaxis Full time

    Job Summary:Leading Asset Management firm has an excellent opportunity available for an Associate Wealth Advisor. This role will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects.Responsibilities:Develop strategies with Senior Wealth Advisors and Regional Directors for local and...

  • Associate Wealth Advisor

    4 weeks ago

    Tampa, United States Phaxis Full time

    Job Summary:Leading Asset Management firm has an excellent opportunity available for an Associate Wealth Advisor. This role will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects.Responsibilities:Develop strategies with Senior Wealth Advisors and Regional Directors for local and...

  • Global Wealth Operations Manager

    2 days ago

    Tampa, Florida, United States Citigroup Inc Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented professional to join our team as a Global Wealth CAO. This role will be responsible for managing the day-to-day processes of intake and close-out of investment complaints for our retail broker dealer/RIA and insurance agency business.Key ResponsibilitiesSupporting teams with compliance and...