Wealth Planning Analyst - Data & Advisor Support
$60k - $70kNeuberger Berman
Neuberger Berman is seeking a skilled candidate to input client data into eMoney financial planning software and support wealth advisors. Responsibilities include managing administrative functions and leading projects in the Wealth Planning Group. The ideal applicant holds a Bachelor's in Finance or Accounting, has strong analytical skills, and is proficient in Excel. The salary range is $60,000-$70,000, with additional benefits including paid time off, medical insurance, and a discretionary bonus. #J-18808-Ljbffr Neuberger Berman
$60k - $70k
We are looking for a Financial Planning Analyst to join the Wealth Planning Department and support the scaling of financial plan generation... ...responsive partner to our advisors. We're looking for someone... ...Responsibilities: Input client-level data into eMoney financial planning...SuggestedWork experience placementInternshipLocal areaShift work- Corient Private Wealth LLC. is seeking a Wealth Analyst in New York City. This role involves analyzing client financial information, preparing investment... ...with a team to develop comprehensive financial plans. The ideal candidate will possess 3-5 years of wealth management...Suggested
$58k - $115k
...Wealth Management Strategic Solutions Product... ...Owner/Business Analyst -Associate Wealth... ...efficiencies for Advisors, Clients, and... ...Business Control & Support, and the Chief Operating... ...through sprint planning and execution.... ...ambiguity, synthesizing data, and providing...SuggestedTemporary workWork at officeWorldwideShift work$110k - $130k
...Monday to Friday. Blue Owl is seeking an Associate to join the Private Wealth Distribution Strategy and Analytics team to focus on sales analytics, reporting, and data operations in direct support to leaders across the Global Private Wealth business. The role requires...SuggestedWork at officeMonday to Friday- ...Sr. Technical Business Analyst with Capital Markets and Wealth Management Direct message the job poster from Centraprise Job Title: Sr. Technical Business Analyst Location: Jersey City, NJ / Lake Mary, FL / Pittsburgh, PA – 4 Days onsite role Who are we looking for? We...SuggestedFull time
- A defense contracting company in Georgia is seeking a highly qualified Long Range Planning Support Analyst to assist with the U.S. Army's Maneuver Center of Excellence (MCoE) G-3 mission at Fort Benning. The role involves providing planning support, coordinating meetings...Work at office
- Long Range Planning Support Analyst, MCoE G3 - (2277) Summary: Yorktown Systems Group is seeking a highly qualified Long Range Planning Support Analyst to support the U.S. Army’s Maneuver Center of Excellence (MCoE) G-3 mission at Fort Benning, GA. The G-3 organization...Full timeFor contractorsWork at office
- Wolters Kluwer in New York is seeking a Financial Planning Analyst to assist with financial tasks that support the organization's planning and reporting efforts. The... ...role includes collecting and analyzing financial data, preparing reports, and aiding in budget documentation...
$88.71k - $94k
Goldman Sachs is seeking an Associate for their Sales Support team in Cohoes, New York. This role involves serving as the lead contact for key stakeholders, focusing on data management and automation. The ideal candidate will have experience in data warehousing, SQL, and...$75k - $125k
...Goldman Sachs | Product Design Analyst We are seeking designers to... ...the digital experiences of our Wealth clients, including the design... ...internal teams. The Analyst will support the end-to-end design process... ...testing or stakeholder reviews. Data-Driven Iteration: Assist in...Full timeBank staffWork at officeRemote workWorldwide- ...professional for retail and wholesale planning solutions. This role requires... ...planning and solid Business Analyst capabilities. The ideal... ..., and ensure the accuracy of data models. Proficiency in SQL,... ...is essential. This position supports hybrid working arrangements....Work at office
- ...Qode is looking for a Senior Business Systems Analyst based in New York, NY or Fort Mill, SC. This hybrid position involves partnering... ...Candidates should have 8-10 years of experience, particularly in wealth or asset management. The role focuses on requirements gathering...
- ...fraudulent behavior. Our support of critical business... ..., business continuity planning and due diligence... ...This role is part of the Wealth Management Monitoring... ...monitoring Financial Advisor’s compliance with the... ...procedures.As a Business Analyst/Data Analyst, you will be responsible...Work experience placementLocal areaFlexible hours
$125k - $250k
...Asset & Wealth Management, Trading & Market Strategies... ...services for pension plans, sovereign wealth funds... ...foundations, financial advisors and individuals. Central... ...management, leveraging data-driven insights to optimize... ...trading performance, supporting our systematic trading...Full timeTemporary workPart time- ...Information Technology - Global Process Data Consultant job at Akaasa Technologies. Remote... ...and related data objects. Experience supporting data migration, cleansing, and validation... ...readiness for end-to-end process execution (Plan, Source, Make, Deliver, Return)....Remote work
$100k - $160k
Asset & Wealth Management, MAS, PM Infrastructure and AI Data Strategy, Associate - New York New York, New York, United... ...and international public pension plans, sovereign wealth funds and insurance... ...for retirement, offer financial support for higher education, and provide...Full timeTemporary workPart timeWork at office$60 - $90 per hour
...operational challenges. We provide data-driven, technology-enabled... ...looking for Business Analysts / Data Migration Specialists... ...engagement in the NYC metro area supporting our investment banking client... ...addressing issues promptly. Test Planning & Execution: Work with...Work at officeFlexible hours- ...Wholesale and Retail Assortment and Space Planning solutions. The ideal candidate will have... ...experience in retail systems, solid Business Analyst capabilities, and proficiency in SQL and... ...improve planning processes, maintaining data integrity, and troubleshooting issues....
$47k - $165k
...Data Visualization Expert Advanced BA - Visualize data and be able to create dashboards... ..., and the audience (senior management vs analysts), be able to determine the right... ...vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off,...Full time$60k - $90k
...Corient Private Wealth LLC. is seeking a Family Office Analyst in New York City. The role involves reporting, data analysis, and project management support. Candidates should possess strong analytical skills and a Bachelor's degree in Business, Economics, or Finance. The...Work at office- ...A Wealth Management Firm is looking for an experienced Addepar Reporting Analyst to support client reporting needs in New York City. This role requires a Bachelor's degree in... ...prepare performance reports, and maintain data integrity. Candidates should have 2–4 years...
- JOB DESCRIPTION Shaping the future of Wealth Management data, the KYC Data Product team builds and... ...attributes, relationships, and cardinalities support downstream compliance and distribution... ...as a Product Owner, Business Analyst, or Product Manager in data or technology...
$75k - $125k
...Goldman Sachs is hiring a Product Design Analyst in New York, New York. This role involves supporting the design and evolution of digital products for our Wealth clients, including the Goldman.com and our PWM Mobile App (iOS and Android). The ideal candidate has a Bachelor...- JP Morgan is seeking a KYC Data Product Manager (Senior Associate) to oversee the delivery of KYC data products within Wealth Management. The role requires strong data modeling, agile... ...where your contributions are valued and supported with great opportunities for growth. #J...
- ...TwinThread in New York is offering a Summer Analyst position in Asset & Wealth Management. As part of the Global Families Group, you'll collaborate with specialists to understand client needs, examine market activities, and help develop strategies that meet financial...Summer workWork at office
$85k - $110k
Asset & Wealth Management, Marketing, Social Media Analyst - New York New York, NY, United... ...for pension plans, sovereign wealth funds... ...foundations, financial advisors and individuals.... ...Campaign Management : Support a social media... ...video, interactive data visualization). Data...Full timeTemporary workPart timeWork at office- ...Role: Business Analyst – Wealth Management Location: New York, NY 100% ONSITE... ...managers, financial advisors, operations teams) Elicit, analyze... ...Wealth Management Domain Support Understand core concepts: Asset... ...management systems (OMS) Data Analysis & Reporting Analyze...
- ...Management Community is seeking a Merchandise Planning Analyst to optimize category merchandising... ...Boston. This role involves utilizing data analysis to maximize sales and contribute... ...work model with robust health benefits and a supportive culture. #J-18808-Ljbffr...Work at office
$55 per hour
...Rate up to $55/hr $55.56 per hour Job Summary Join our Wealth Management Operations team to lead automation initiatives. This... ...and scripting technologies. Ensure scalability and performance, supporting UAT and operational readiness. Act as a liaison between...Hourly pay$90k - $110k
Loan Performance and Servicing Oversight Analyst This role is offered by FirstKey Mortgage... ...residential mortgage and consumer loans, supporting loan acquisitions, securitizing, and managing... ...tools and database platforms to improve data consistency, efficiency, and transparency...Full timeWork at office
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