Senior Business Analyst, Wealth Management

Job Title: Senior Business Analyst at Procom ServicesIntro:Procom Services is seeking highly skilled Senior Business Analysts for their Wealth Management Technology Solutions department. The ideal candidate should have a solid background in Wealth Management and Banking/Financial sectors, with a strong focus on Broadridge expertise.Job Details:The selected...

SENIOR BUSINESS ANALYST 12 MONTHS CONTRACT + 24 MONTHS EXT MINNEAPOLIS, MINNESOTA NEED LOCAL PROFILES ONLY HYBRID (2 DAYS/WEEK) VISA- NO CPT/H1B Intro Client is currently seeking highly skilled and experienced Senior Business Analysts for their Wealth Management Technology Solutions department. The ideal candidate will have a strong background in Wealth...

Minneapolis, MN, USA Job Description Posted Monday, March 4, 2024 at 6:00 AM Vector Wealth Management, a BlueSpring Partner, was founded in 1993. We are a nationally Registered Investment Advisory firm in Minneapolis, MN managing over a billion dollars in assets. We are passionate about providing exceptional service to high-net-worth clients through...

Overview Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads. No cap on upside. Long term payouts in perpetuity. Highlights Top 25 firm in the WAS custodial referral program channel Opportunity for overrides while assisting Financial Advisors nationwide...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

OverviewDynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.No cap on upside. Long term payouts in perpetuity.Highlights Top 25 firm in the WAS custodial referral program channelOpportunity for overrides while assisting Financial Advisors nationwide to...

Job DescriptionJob DescriptionJob Title: Business Analyst/Project Manager Location: Minneapolis, MN (On-site) Duration: 6+ Months Implementation Partner: Infosys End Client: To be disclosedJD:Should be a seasoned BA who has also multi tasked as a Project ManagerExperience of collaborating with large diverse globally distributed teams including external...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

We are seeking a Senior Wealth Advisor who will be a highly motivated and achievement-driven individual wanting the opportunity to grow new client relationships. As the Senior Wealth Advisor, you will be responsible for collaborating with our Business Development Officer and other Advisors on specific growth initiatives. In this role, you will focus on...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager . This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

Job DescriptionJob DescriptionSalary: At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to...

Job DescriptionJob DescriptionWe are seeking a Senior Wealth Advisor who will be a highly motivated and achievement-driven individual wanting the opportunity to grow new client relationships. As the Senior Wealth Advisor, you will be responsible for collaborating with our Business Development Officer and other Advisors on specific growth initiatives. In this...