78 results (1 new)
Charlotte, North Carolina
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6d ago
Role: Business Analyst with Wealth Management Location: Charlotte, NC Duration: 12 Months+ W2 Role Job Description: Need a SQL Business Analyst with strong wealth management experience. Key Skills:Data Analysis, MS SQL, OracleWealth Management and M&A domain knowledgeCreate Data Mapping document, FRD, BRD and NFR
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Contract
Depends on Experience
Remote
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Today
Job Summary: We are seeking a highly skilled Business Systems Analyst (BSA) with strong experience in the Banking and Wealth Management domains, specifically with experience in wealth platforms like Global Plus, Charles River, Pershing. The ideal candidate will have a deep understanding of wealth management processes, banking operations, and experience in delivering high-quality business solutions. As a BSA, you will work closely with business stakeholders and IT teams to gather requirements, pr
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Full-time, Third Party
Depends on Experience
Remote
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8d ago
Job Description The client is seeking an Asset and Wealth Management Domain Consultant to join the BFSI Analytics and Insights team. This consultant must be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes. Responsible for managing the change and transformational project requirement
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Full-time
$160,000 - $200,000
Remote or Chicago, Illinois
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Today
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world'
Full-time
USD 114,500.00 - 194,700.00 per year
Charlotte, North Carolina
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4d ago
Position: SQL Business Analyst Wealth Management Location: 4 5 days onsite in Charlotte, NC (Client site is in Fort Mill, SC approx. 20 minutes from Charlotte) We re looking for a SQL Business Analyst with strong experience in Wealth Management. Key Skills Required: Strong Data Analysis skills Proficiency in MS SQL and Oracle Domain expertise in Wealth Management and Mergers & Acquisitions (M&A) Experience creating Data Mapping Documents, FRDs, BRDs, and NFRs
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Contract
$50 - $60
Remote
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27d ago
Thank you for your possible interest. Please apply for further information. Term: Open, either 1099 or w2 employee status Location: Open anywhere in the continental US and US territories Role: Financial/Wealth Advisor Client: Domestic US Investing House $: Compensation and terms are open for this role. Enterprise Level Financial Services Firms seeks accomplished Wealth/Financial Advisors. Seeking candidates with at least $ 300 K T/12 or $50 million AUM in production. Some of the many benefits
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Full-time
$100,000 - $500,000
Charlotte, North Carolina
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Today
Dear Applicant, Please let me know if you are interested. Job Title - Eagle Product Consultant Location: Charlotte, NC or Iselin, NJ (3 days a week upfront, potentially onsite daily in the future) 12+ Month Contract Requirement: Must Have's: 1. Eagle Application Eagle STAR Accounting 2. Eagle Application Performance measurement & attribution 3.Strong capital market product implementation knowledge for various asset classes (Equity, Fixed Income, Derivatives, Forex) JD: Excellent domain knowl
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Contract, Third Party
$$70-$75/hr
Remote
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5d ago
Hope you are doing great. We are actively hiring for REMOTE JOB for Product Manager/ Project/Program Manager - Wealth Advisory role. This is a 100% REMOTE Job. Please let me know if you are interested in this job role. Title: Product Manager/ Project/Program Manager - Wealth Advisory Location: REMOTE Employment Type: Long Term contract Note: Candidates need to travel to NYC and CT location for meetings. Job Description : We are seeking a highly motivated and experienced Product/Project Manager
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Contract
Depends on Experience
Remote
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7d ago
Business Systems Analyst (BSA) Duration: 6+ months Location: Remote Job Summary: We are seeking a highly skilled Business Systems Analyst (BSA) with strong experience in the Banking and Wealth Management domains, specifically with experience in wealth platforms like Global Plus, Charles River, Pershing. The ideal candidate will have a deep understanding of wealth management processes, banking operations, and experience in delivering high-quality business solutions. As a BSA, you will work clos
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Contract
Depends on Experience
Remote or University at Buffalo, New York
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Today
Overview of Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is sys
Full-time
USD 100,800.00 - 151,200.00 per year
First American Financial Corporation
Remote or Santa Ana, California
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Today
Who We Are Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported,
Full-time
USD 145,000.00 - 193,325.00 per year
Remote or Tampa, Florida
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Today
Overview of Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is sys
Full-time
USD 113,840.00 - 170,760.00 per year
Remote or Hybrid
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Today
Summary - The ideal candidate will work closely with Product Owners, Solution Architects, and cross-functional Agile teams to define business requirements and support the delivery of high-value solutions aligned with SAFe (Scaled Agile Framework) principles in a fast-paced environment. Key Responsibilities Collaborate with Product Managers and Product Owners to gather and refine business and technical requirements. Translate business needs into clear, concise user stories with acceptance criteri
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Contract
BASED ON EXPERIENCE
Remote or Irving, Texas
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Today
About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemic
Full-time
USD 84,580.00 - 118,020.00 per year
Remote or New York, New York
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Today
The Reference and Master Sr. Lead is responsible for defining and guiding the technical execution of data quality, data governance processes and platforms in line with the Master and Reference Data Strategy. The overall objective is to support the creation, maintenance and adoption of a unified and consistently defined fit-for-purpose enterprise-wide Reference and Master Data domains. The role will work across all lines of business to assess the current state Master and Reference Data quality,
Full-time
USD 176,720.00 - 265,080.00 per year
Remote or Tampa, Florida
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Today
About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemic
Full-time
USD 96,960.00 - 145,440.00 per year
Remote or Nashville, Tennessee
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Today
Your role UBS Business Solutions US LLC is seeking an Associate Director, Software Engineer in Nashville, TN Are you an innovative thinker? Do you enjoy delivering enhanced change capabilities across a range of business functions? Are you passionate about IT process automation using cutting edge tooling platforms? We're looking for an Associate Director, Software Engineer to: Develop Oracle database solutions in monitoring and oversight by analyzing business functional and technical requireme
Full-time
Remote or New York, New York
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Today
Overview of Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is sys
Full-time
USD 176,720.00 - 265,080.00 per year
Remote or Jersey City, New Jersey
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Today
Overview of the Organization: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value
Full-time
USD 142,320.00 - 213,480.00 per year
Remote or Des Moines, Iowa
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Today
What You'll Do We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative greenfield platform, we are seeking an experienced Technical solutions leader (individual contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically in the investing product space. Key Responsibilities: Design, develop, and maintain software solut
Full-time
USD 123,000.00 - 167,000.00 per year
