Sr BA, Wealth Management lifecycle and capital markets
Cardinal Integrated
Sr BA, Wealth Management Lifecycle And Capital MarketsDuration: 6 months for contract Rate: As per market. Client: large financial client (through Wipro) Location: Remote till lockdown and then Austin TX.Senior product owner responsible for Forms and Apps (involves DocuSign, digitizing an old app (Laser) etc.The key required skill is strong project management coupled with deep domain expertise and enough technical proficiency to differentiate issues (business vs technical).The candidate should have excellent communication skills (absolute must) and will need to negotiate with various stakeholders.She/he will be the first point of escalation at times on any production incidents so will need to gather the teams and escalate as needed.The other standard requirements for a senior BA role would apply:Good understanding of Wealth Management lifecycle and capital markets product knowledge.Worked on Functional Requirements Specifications documentation and is able to correlate the requirements with industry context and domain knowledge.Exposure to Agile tools like JIRA, Client QC for Defect Mgmt.Familiarity with data extraction and analysis via SQL Cardinal Integrated
- ...A leading consumer products company is hiring a Senior Lifecycle Marketing Manager to join their team. This ongoing contract role (EST hours) focuses on managing customer journeys across multiple channels, including email, SMS, social media, and direct mail, to boost retention...SeniorOngoing contract
- ...global technology company, building the best way to move and manage the world’s money.Min fees. Max ease. Full speed.Whether... ....Job DescriptionAs we continue to grow, we’re looking for a Lifecycle Marketing Senior Manager to own and elevate our Americas customer lifecycle...SeniorLocal area
$124k - $280k
Industry/SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Deals - Capital Markets Accounting Advisory Services - Senior Manager, you will provide strategic guidance...SeniorFull timeH1b- Wise is seeking a Lifecycle Marketing Senior Manager to own and elevate the Americas customer lifecycle strategy from Austin, TX. You will bridge high-level CRM strategy with tactical execution, delivering timely, relevant messages across the Americas. You will lead a...Senior
- ...Realtor.com is seeking a Senior Lifecycle Marketing Manager in Austin, TX to lead CRM strategy for Owners and Sellers, owning end-to-end product vision and revenue growth. You will collaborate with Marketing DevOps, Data Science, and Engineering to deliver campaigns...Senior
- Unknown is seeking a Senior Lifecycle Marketing Manager to lead end-to-end customer journeys across email, SMS, social, and direct mail. This ongoing contract role is aligned with EST hours and focuses on boosting retention and loyalty for e-commerce/subscription models...SeniorOngoing contract
- ...Senior Lifecycle Marketing Manager Location: Austin, TX, United States Category: Product Job ID: 3159 Apply Now Description Recognized as the No. 1 site trusted by real estate professionals, Realtor.com® has been at the forefront of online real estate...SeniorWork at officeLocal areaImmediate startFlexible hours
$77k - $202k
Industry/SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Senior Associate in Deals - Capital Markets Accounting Advisory Services, you will provide strategic...SeniorFull timeH1b- ...in the age of AI.Role Overview:As an HR Transformation Senior Manager, you will lead and shape how organizations approach HR in the... ...outsourcing strategies.Minimum of 2 years' experience in the Capital Markets IndustryBonus Skills:HR Technology Expertise:In-depth...SeniorFull timeLive inWork at officeLocal area
- ...Senior Vice President of Capital Markets About the Company Ambitious real estate development & investment firm Industry Real... ...Marketplace B2C B2B Real Estate Leasing Property Management Construction Mergers and Acquisitions...SeniorWork at office
$147.9k - $200.1k
...looking for an exceptional Sourcing Manager to own the machine tools that... ...Sourcing: Own end-to-end capital equipment sourcing, including supplier identification, market analysis, RFQ/RFP execution, total... ...managing the full contract lifecycle including amendments, renewals...SeniorContract workFor contractorsFlexible hours$118k - $239k
...give customers the power to shape their markets. For more information, visit Summary of Role:The Senior Product Marketing Manager (Sr. PMM) is a highly strategic, customer-facing... ...management throughout the product lifecycle.Develop customer growth strategies and account...SeniorFull timeContract workLocal area- Texas Capital Bank in Austin, TX, seeks an AVP to lead consumer segmentation and lifecycle strategies that drive acquisition, engagement, retention, and long‑term customer... ...experiences across defined segments, partnering with Marketing, Product, Analytics, and Experience. You...Senior
- ...unique team spanning Schwab Wealth Advisory (SWA) Fixed Income Consulting... ...advisory and wealth management clients with complex products... ...understanding of fixed income markets, options strategies, portfolio... ...with a focus on tax issues (capital gain/loss) and risk analysis...Full timeWork experience placementWork at office
- .... Responsibilities : Manages an extensive portfolio of complex... ..., Foreign Exchange, and Wealth Management and facilitates client... ...prospect industry, alternative capital structures, and general... ...in sales practices and broader market and industry conditions as needed...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift
$120.7k - $219.75k
Adobe is looking for a Senior Product Marketing Manager to lead product marketing efforts across platforms in our Higher Education business... ...partnering with Product Management throughout the product lifecycle and translating customer and competitive insights into recommendations...SeniorFull timeTemporary workLocal areaWorldwide- ...grow. WHAT WE’RE LOOKING FOR We're seeking a Head of Lifecycle Marketing to own the entire customer journey from first touch to loyal... ...stakeholders at every level. ~ Excellent project management: you prioritize ruthlessly, manage timelines, and deliver in...Work at officeLocal areaFlexible hours
$150k - $180k
Title: Lifecycle Marketing Operations ManagerLocation: Austin, TX | Dallas, TX | Morristown, NJ | San Jose, CA (Hybrid)Reporting to: Sr. Manager, Lifecycle Marketing About Hippo: Hippo was built on a promise: make homeownership effortless. Nearly a decade later, that mission...Temporary workFlexible hours$120k - $202.5k
Who we areState Street’s Wealth Custody & Clearing (WC&C) business delivers institutional... ..., and platform services to wealth managers, broker dealers, and financial... ...rebalancing Trading systems and order lifecycle management Market data ingestion and processing Account...SeniorFull timeTemporary workFlexible hours$130k - $185k
...by the idea of shaping and driving event marketing strategy that reaches hundreds of... ...will own the full event demand generation lifecycle, creating strategy and frameworks, driving... ...experience- 4+ years of developing and managing acquisition marketing or channel programs...SeniorInternshipLocal areaFlexible hours$120k - $180k
...air quality sensors, alarms, intercoms, and visitor management. We’ve got serious momentum in the market: more than 30,000 customers (including 100+ of the Fortune... ...bookings, and backing from CapitalG, Sequoia Capital, General Catalyst, Felicis Ventures, Next47 and more...SeniorFull timeWork at officeLocal areaWork visaFlexible hoursShift work2 days per week1 day per week- ...Managing Director, Equity Capital Markets About the Company Boutique middle-market investment bank advising public and private companies on capital formation and strategic financing. Industry Capital Markets Type Privately Held About the Role The...
- ...Role:SolarWinds is seeking a strategic, data-driven Sr. SEM Manager to own global search engine marketing (SEM) for our Observability business unit—... ...offers with product value propositions.Partner with Lifecycle and Growth Product teams to build cohesive acquisition...SeniorTemporary work
$100.35k - $201.5k
Position Summary As a Capital Markets Transactions (CMT) - Manager within our Accounting & Reporting Assurance offering, you will oversee day-to-day operations of IPO, SPAC, and other CMT advisory engagements. You'll closely work with the team to tackle accounting...Work at officeLocal areaVisa sponsorship$194k
...TimeAssistant Director, Austin Capital Delivery ServicesPurpose:... ...preliminary engineering, project management, design oversight,... ...management, and project delivery lifecycle. • Demonstrated experience developing... ...professionals with a wealth of experience managing small...Work experience placementMonday to FridayShift work$150k
Industry/SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelDirectorJob... ...OpportunityAs a Banking & Capital Markets Tax Director, you will focus on... ...in financial services- Leading project management initiatives in banking and capital markets...Full timeH1b- ...Developers to join high-profile transformation programmes in global capital markets. You will work on front-to-back trading platforms and... ...designing and delivering Calypso solutions across the trade lifecycle, integrating with external systems via APIs, and contributing...SeniorRemote job
$212.5k - $272.5k
...you’ll be responsible for: Reporting to the Global Head of Capital Markets, you are a capital markets specialist to drive USDC adoption... ...markets, swap dealers, derivatives margining, or collateral management. Experience with primary dealers, swap dealers, FCMs, CCPs,...Permanent employmentFlexible hours- ...revenue. We're looking for a Senior Director, Global Revenue Marketing to define and lead the global demand generation strategy for one... ...organization-connecting demand generation, ABM, digital, web, lifecycle, partner marketing and growth strategy into one high-...SeniorWorldwide
- ...to pediatric wellness — helping them scale profitably through performance marketing, lifecycle strategy, and deep category expertise. About the Role We're hiring a Lifecycle Marketing Manager to own customer journey and retention strategy across our portfolio of DTC...Full timePart timeFor contractors
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