Lead Business Analyst in Wealth Management

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...

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...

About the RoleLTI Mindtree is seeking a highly skilled Business Analyst to join our team in Tampa, FL. As a Business Analyst - Alternative Investments Specialist, you will play a critical role in supporting our clients in the wealth management industry.Key ResponsibilitiesProvide subject matter expertise in alternative investments, including private equity,...

About UsLTI Mindtree 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, LTI Mindtree brings extensive domain and technology expertise...

Role OverviewWe are seeking a **Business Intelligence Analyst** who will be instrumental in driving data initiatives within our organization. This position requires a strong analytical mindset and the ability to lead projects effectively.Key ResponsibilitiesDemonstrate **exceptional analytical skills** and a practical approach to problem-solving.Possess a...

Job DescriptionJob Title: Senior Operations Lead AnalystJob Summary:The Senior Operations Lead Analyst is a senior-level position responsible for providing business operations support services to 00002 Citibank, N.A. This role involves developing and implementing operational processes, procedures, and policies to ensure the smooth operation of the business....

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...

Position Overview At PNC Financial Services Group, our workforce is our most significant asset and competitive edge in the sectors we operate. We are committed to providing an exceptional experience for our clients. Each day, we collaborate to cultivate an inclusive workplace culture where every employee feels respected, valued, and empowered to contribute...

Position Overview At PNC Financial Services Group, our workforce is our most significant asset and competitive edge in the sectors we operate. We are committed to providing an exceptional experience for our clients. Our daily collaboration fosters an inclusive workplace culture where every employee feels valued, respected, and empowered to contribute to the...

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...

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...

Senior Analyst, Business Risk ManagementThe Procurement and Third-Party Management (P&TPM) team is tasked with comprehensive oversight and accountability in the formulation and execution of Citigroup's Third-Party Management (TPM) policies, standards, and associated processes. The P&TPM Supplier Oversight Program is dedicated to monitoring external third...

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...

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...

Job DescriptionThis role is for a Business Intelligence Lead Analyst in the newly formed O&T Analytics & Decision Management team, specifically Vendor Optimization. The team partners with stakeholders to develop vendor management strategy, identify optimization opportunities for hardware, software, and 3rd party resources across O&T, and provide guidelines...

The Business Analyst role is to gather requirements from customers and author technical design documents. This role will work directly with customers to gather business requirements through design sessions. This role will have the responsibility for the creation of a detailed design document that contains all of the requirements for development of a software...

Position OverviewThe Senior Financial Advisor is responsible for crafting, advising on, and executing comprehensive tax, estate, and financial strategies tailored for clients, particularly those with intricate financial needs.Key ResponsibilitiesDevelop and implement sophisticated financial plans that address the unique circumstances of each...

SAXON GLOBAL IS HIRINGWe are seeking qualified candidates for the following position:POSITIONLead Functional Business AnalystLOCATIONRemoteDURATION3+ MonthsPAY RATE$80/hour C2CINTERVIEW TYPEVideoVISA RESTRICTIONSNoneESSENTIAL QUALIFICATIONSExperience in the medical device industry is essential.Proficient in Sales and Service Cloud.Strong knowledge of Apex...

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...

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...