Wealth Analytics & Client Service Analyst
PowerToFly
Morgan Stanley is seeking a Consulting Group Analyst to support Financial Advisors and teams with client service, reporting, and marketing support. The role requires 5+ years’ experience, a four-year degree, and appropriate securities licenses. You will assist in digital marketing, portfolio tools, and analytical tasks, while coordinating with multiple internal groups. The position emphasizes policy and standards, presentation materials, and performance measurement for advanced accounts, with #J-18808-Ljbffr PowerToFly
- Morgan Stanley Consulting Group Analyst sought to support Financial Advisors and Private Wealth Advisors with client service, digital marketing, and reporting. The role emphasizes technical policy, standards, and performance measurement for advanced accounts. You will...Suggested
- ...and modelling teams to evaluate new and alternate data sources as well as analytical tools. Qualifications 1-2 years of experience with analytics, metrics, and reporting in the financial services industry or consumer banking preferred. Demonstrate an ability to...Suggested
- ...Date: Mar 13, 2026 MARKETING ANALYTICS ANALYST Join the largest manufacturer of tile and natural stone in the United States and watch your... .... military, veterans and their families - Thank You for Your Service! Active military, transitioning service members and veterans...SuggestedFor contractorsWork at officeRelocationWork visaRelocation package
$128k - $188k
Affirm is seeking a Data Scientist to optimize credit strategies using advanced analytics. This role involves collaborating with cross-functional teams to manage risk and develop scalable risk models. Candidates should possess a degree in a related field and have strong...SuggestedRemote job- A leading financial services firm is seeking an Analyst for Pricing & Analytics in Richardson, TX. The role involves developing dashboards, driving insights for pricing strategies, and working collaboratively with business partners. The ideal candidate has 1-2 years of...Suggested
- A leading financial services firm in Richardson, Texas is looking for an analytical professional to develop measurement frameworks and automate reporting tools to drive pricing strategies. The role requires 1-2 years of relevant experience, strong communication skills,...Full time
- ...Title: Senior Marketing Analytics Analyst Duration: 12 Months Location: 100% Onsite Role in McLean, VA is preferred but Open to candidates 100% Onsite in Dallas, TX ****Minimum Qualifications: 2 years of professional experience in Marketing Mix Modeling (MMM),...
- ...Requirements ~5-8+ years of Business Analyst experience within banking, financial services, or regulated environments. ~ Strong experience gathering... .... ~ Experience supporting marketing analytics, customer insights, reporting, business intelligence...
- A professional services firm is seeking a Tax Associate, Transfer Pricing to support multi-national companies in pricing transactions... ...bachelor's degree in a relevant field and demonstrate strong analytical and writing skills. Responsibilities include gathering information...
- ...A leading tile manufacturer in Dallas is seeking a Marketing Analytics Analyst to drive digital reporting and insights. The successful candidate will manage web analytics, perform data analysis, and create dashboards. Ideal candidates will have a BA/BS in marketing or...Full timeWork at office
- ...portfolio, partnering with Sales, Product Management, Finance, Operations, eCommerce and Customer Service to improve margins and price realization. We seek a strong analytical thinker with 5+ years in pricing or revenue management, advanced Excel skills, ERP experience,...
- A leading manufacturing company seeks a Marketing Analytics Analyst in Dallas, Texas. The role involves managing digital reporting and analytics, providing insights for marketing strategies, and requires 3-4 years of analytical experience. Candidates should have a BA/BS...
- ...Join Crayon US as our Pricing Analyst , where you will be... ...adjusting prices for products or services. Other responsibilities will... ...About You : Your exceptional analytical skills, combined with a natural... ...80,000.00 6 days ago Asset & Wealth Management, Private Wealth Management...Full timeSeasonal workWork at officeLocal areaRemote workWork visaFlexible hours
- ...Than Truckload (LTL) Pricing Analyst, you will be responsible for... ...and carriers for specialized service pricing requests, bid coordination... ...-3 years of experience in an analytical role Bachelor’s degree in... ...Parts Pricing Manager Asset & Wealth Management, Private Wealth...Full timeWork at office
- ...Job Title Prime Services Analyst / Associate Job Description Job Summary & Responsibilities... ...and operations professionals at these clients managing client relationships,... ...operations, or capital markets) ~ Strong analytical and problem-solving skills ~ Effective...
- ...Summary & Responsibilities Prime Services delivers financing, clearing,... ..., and OTC markets. Analysts and Associates serve as the primary... ...operations professionals at these clients, managing client... ...or capital markets). Strong analytical and problem‑solving skills....
- ...Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works... ...cutting-edge solutions for our clients. For our analyst team, this... ...individuals to join our Client Services team. As a Client Service Analyst...Casual workInternshipWork at office
- ...Equities professionals serve institutional clients including Asset Managers, Hedge Funds,... .... Loan Management is seeking an Analyst to support Global Markets Mortgage Loan... ...determine appropriate modeling assumptions, run analytics and produce bid packets and investment...
- Interstate Batteries seeks a detail‑oriented analyst to manage monthly pricing, territorial descriptions, and distributor mappings. You will monitor rebate enrollments and resolve payment issues while supporting EIS responsibilities. Strong MS Office and graphic software...
$95k - $120k
Creation Technologies, based in Dallas, Texas, is seeking a Senior Credit Analyst to safeguard the financial health of the organization. This hybrid role involves assessing customer credit risk, collaborating with various departments, and enhancing credit policy development...- ...Sales Data Analyst The future of energy is digitized, decarbonized and localized. At SmartestEnergy, we need revolutionary thinkers... ...the following skills/experience: ~2-5 years in sales data analytics, preferably in retail energy sales ~ Proficient in: ~ Excel...
$111.03k - $145.73k
A leading health insurance company is looking for a Manager of Pricing Strategy to join their FP&A team in a remote role. This position involves managing competitive healthcare portfolio strategies, requiring advanced financial modeling skills, collaboration with executives...Remote job- ...and strong financial modeling skills. Responsibilities include reviewing RFPs, maintaining fee arrangements, and managing a team of analysts. A comprehensive benefits package is offered, alongside a commitment to diversity and equal opportunity. #J-18808-Ljbffr Ogletree...
$131k - $194k
...influence senior stakeholders and capability to utilize AI and analytics to improve profitability, identify pricing trends, and enhance... ...Responsibilities Advise partners on pricing strategy and structure during client rate and fee discussions Support internal pricing reporting,...Full timeWork experience placementWork at office$147k - $184k
...Monetization function is a key strategic lever for New Relic to have sustained growth. We are looking for a highly motivated and analytical Pricing Manager to join the team. You will be responsible for developing, implementing, and managing pricing and commercial strategies...Work at officeRemote workFlexible hours- ...Product Management, Finance, Operations, eCommerce, and Customer Service to ensure pricing consistency, strengthen margin performance,... ...across all channels. The ideal candidate combines strong analytical skills with commercial business acumen to influence pricing decisions...
- Direct message the job poster from Delta Dallas Market Data Analyst If you’re an analytical professional who thrives in an entrepreneurial environment and enjoys turning market data into actionable insights, this exciting Data Analyst opportunity is for you. The Market...Full timeLocal areaRemote workRelocationShift work
$82.7k - $137.9k
...for delivering insights, products, and services that make quality care more accessible and... ...to hear from you. The Senior Pricing Analyst will support regional customer pricing and... ...experience in accounting, finance, finance analytics, or a similar field. * Ability to build...Work at officeRemote workShift work2 days per week- ...Overview The Senior Pricing Analyst will support regional customer... ...McKesson Pharmaceutical Solutions & Services organization. This individual... ...with external/internal clients to maintain engagement and... ...accounting, finance, finance analytics or similar experience Understanding...Work at officeRemote workShift work2 days per week
- ...groups to grow overall company profitability. The Rebates Analyst role will use data and analytics to drive future pricing decisions and strategy.... ...the organization including Product Management, Sales, Services, Finance, Accounting and Sales Support Responsible for...Work at officeWork from homeRelocationMonday to Friday
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