Current jobs related to Wealth Management Business Analyst - Tampa, Florida - LTI Mindtree

  • Business Analyst with wealth and Asset management Expert

    4 days ago

    Tampa, Florida, United States CloudBC Labs Full time

    Job Title: Business Analyst with wealth and Asset management ExpertJob Description:We are seeking a highly skilled and experienced Business Analyst with expertise in Google Analytics and a strong background in federal projects. The ideal candidate will play a key role in analyzing and interpreting data to provide valuable insights that will drive...

  • Business Risk and Control Senior Analyst

    4 days ago

    Tampa, Florida, United States Citigroup Inc Full time

    The Business Risk and Control Senior Analyst plays a crucial role in enhancing processes and controls within Wealth Operations at Citigroup Inc. This seasoned professional applies in-depth knowledge to contribute to the improvement of risk management activities.Key Responsibilities:As a first line of defense risk and control partner, the Business Risk and...

  • Business Development Manager

    3 days ago

    Tampa, Florida, United States Management Business Solutions Full time

    Business Development ManagerManagement Business Solutions is seeking a highly skilled Business Development Manager to join their Marketing and Business Development team. As a key member of the team, you will play a crucial role in driving the firm's growth by supporting major business development efforts.This is a unique opportunity to work in a dynamic,...

  • COGNOS Reporting Business Analyst

    2 weeks ago

    Tampa, Florida, United States Global Business Consulting Services Full time

    COGNOS Reporting Business AnalystThis role will play a crucial part in the IT Risk Assessment & Platforms program within the Enterprise Supplier Risk Management System & Applications Management Team. The goal of this program is to strengthen and enhance the current operational risk management framework at Citi. As a COGNOS Reporting Business Analyst, you...

  • COGNOS Reporting Business Analyst

    4 days ago

    Tampa, Florida, United States Global Business Consulting Services Full time

    Global Business Consulting Services Inc is seeking a highly skilled COGNOS Reporting Business Analyst to join their team. This position will perform the duties of a COGNOS Business Analyst for the IT Risk Assessment & Platforms program within the Enterprise Supplier Risk Management System & Applications Management Team.The goal of this program is to identify...

  • Wealth Management Advisor II

    3 weeks ago

    Tampa, Florida, United States Fifth Third Bancorp Full time

    Job Title: Wealth Management Advisor IIWe are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored wealth management solutions to our high net worth clients.Key...

  • Wealth Management Advisor

    1 week ago

    Tampa, Florida, United States AllianceBernstein Full time

    Role Overview:We are seeking a skilled Wealth Management Advisor to join our team at AllianceBernstein. As a Wealth Management Advisor, you will be responsible for providing expert advice to high-net-worth clients on planning for and living with the complexities that come with wealth.Key Responsibilities:* Develop and maintain relationships with clients to...

  • Wealth Management Advisor II

    2 weeks ago

    Tampa, Florida, United States Fifth Third Full time

    Job Title: Wealth Management Advisor IIWe are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored wealth management solutions to our high net worth clients.Key...

  • Financial Wealth Manager

    4 weeks ago

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

    Job Title: Financial Wealth ManagerWe are seeking a highly skilled and experienced Financial Wealth Manager to join our team at New York Life - Tampa. As a Financial Wealth Manager, you will be responsible for analyzing clients' financial situations, creating tailored strategies, and developing personalized investment portfolios.Key Responsibilities:Analyze...

  • Wealth Management Advisor II

    3 weeks ago

    Tampa, Florida, United States Fifth Third Full time

    Job Title: Wealth Management Advisor IIAt Fifth Third Bank, we're committed to helping our clients achieve their financial goals. As a Wealth Management Advisor II, you'll play a critical role in delivering exceptional client service and building long-term relationships with our high net worth clients.Key Responsibilities:Develop and implement comprehensive...

  • Wealth Management Advisor

    1 week ago

    Tampa, Florida, United States Equitable Advisors Full time

    A Culture of Growth with Equitable AdvisorsAre you a successful wealth management advisor looking to take your practice to the next level? At Equitable Advisors, we offer a supportive environment that allows you to grow your business and achieve your goals.We provide you with the tools, products, and platform to deliver an outstanding client experience. Our...

  • COGNOS Reporting Business Analyst

    2 weeks ago

    Tampa, Florida, United States Global Business Consulting Services Full time

    Job SummaryThis position will perform the duties of a COGNOS Business Analyst for the IT Risk Assessment & Platforms program within the Enterprise Supplier Risk Management System & Applications Management Team. The goal of this program is to identify opportunities for strengthening and enhancing the current operational risk management framework at Citi. This...

  • Wealth Management Advisor II

    4 days ago

    Tampa, Florida, United States Fifth Third Bancorp Full time

    Job Summary:Fifth Third Bank is seeking a highly skilled Wealth Management Advisor II to join our team. As a key member of our Private Bank, you will be responsible for providing exceptional client service and building strong relationships with our high net worth clients.Key Responsibilities:Develop and implement personalized wealth management plans for...

  • Financial Wealth Manager

    2 weeks ago

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

    Job Title: Financial Wealth ManagerWe are seeking a highly skilled and motivated Financial Wealth Manager to join our team at New York Life - Tampa. As a Financial Wealth Manager, you will be responsible for analyzing clients' financial situations, creating tailored strategies, and developing personalized investment portfolios.Key Responsibilities:Analyze...

  • IT Business Unit Lead Analyst

    3 weeks ago

    Tampa, Florida, United States Citi Full time

    About CitiCiti is a leading global bank with a presence in over 160 countries and jurisdictions, serving approximately 200 million customer accounts. Our mission is to create economic value that is systemically responsible and in our clients' best interests.We provide a broad range of financial products and services to consumers, corporations, governments,...

  • Wealth Management Advisor II

    2 weeks ago

    Tampa, Florida, United States Fifth Third Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients...

  • Wealth Management Associate

    2 weeks ago

    Tampa, Florida, United States Sandy Morris Financial and Estate Planning Services, LLC Full time

    Unlock Your Potential as a Client Services AssociateAt Sandy Morris Financial, we're dedicated to providing exceptional service to our high-net-worth clients. As a Client Services Associate, you'll play a vital role in delivering personalized support and guidance to help our clients achieve their financial goals.Key Responsibilities:Provide exceptional...

  • Wealth Credit Portfolio Manager

    4 days ago

    Tampa, Florida, United States Truist Financial Full time

    Job Summary:We are seeking a highly skilled Wealth Credit Portfolio Manager to join our team at Truist Financial. As a key member of our credit risk management team, you will be responsible for underwriting complex commercial credit exposures and managing assigned loan portfolios.Key Responsibilities:Manage end-to-end credit delivery process for complex...

  • Senior Business Analyst

    1 week ago

    Tampa, Florida, United States Fisher Investments Full time

    Job Summary:We are seeking a highly skilled Senior Business Analyst to join our Portfolio Engineering and Trading Technology Team at Fisher Investments. As a key member of our team, you will be responsible for providing business/product support in order and execution management. You will work closely with our Technology Teams, Portfolio Management Teams, and...

  • Business Systems Analyst

    4 days ago

    Tampa, Florida, United States Strategic Staffing Solutions Full time

    Job Title: Business Systems AnalystJob Summary:Strategic Staffing Solutions is seeking a skilled Business Systems Analyst to join our team. As a Business Systems Analyst, you will be responsible for conducting interviews with business management and department leaders to understand business needs and communicate systems requirements. You will also serve as a...

Wealth Management Business Analyst

2 months ago

Tampa, Florida, 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.

Job Title:

Wealth Management Business Analyst - Insurance Expert

Location:

Tampa, FL (Hybrid)

Duration:

FTE

Job Description:

We are seeking a seasoned Business Analyst with a strong background in Financial Services, specifically in Wealth Management and Insurance. The ideal candidate will have a deep understanding of investment products, financial planning concepts, and regulatory requirements.

Key Responsibilities:

  • Provide subject matter expertise in Wealth Management and Insurance to the assigned Scrum team
  • Develop and maintain in-depth knowledge of financial planning concepts, account types, risk-return measurements, and portfolio analysis
  • Collaborate with cross-functional teams to design and implement business solutions
  • Conduct thorough analysis of business processes and workflows to identify opportunities for streamlining and optimization
  • Develop and maintain effective relationships with stakeholders, including business leaders, product managers, and technical teams
  • Communicate complex technical information to non-technical stakeholders
  • Participate in Agile/Waterfall project methodologies and contribute to the development of business requirements documents, functional requirements documents, and other deliverables

Requirements:

  • 10-15 years of experience as a 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
  • Well-versed with Financial Planning concepts, account types, risk-return measurements, portfolio analysis, and monitoring
  • Acumen and understanding about wide array of Insurance/Retirement alternatives (annuities, life, disability policies, etc.) along with tax considerations
  • Proficient in Front and Back Office operations of Wealth Management, Portfolio Management across multiple asset classes
  • Knowledge of regulatory and investor reporting compliance requirements for US markets
  • Experience with market-leading Wealth Management platforms
  • Strong Analytical Skills & problem-solving skills
  • Fundamental analytical and conceptual thinking skills
  • Experience creating detailed reports and giving presentations
  • Excellent planning, organizational, and time management skills

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

Disclaimer:

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.