Wealth Management Analytics & Operations Specialist
Park National Bank
Park National Bank is seeking a Trust Operations Coordinator responsible for analyzing metrics and collaborating with software stakeholders to enhance client experiences. Candidates should have 2-4 years of banking or trust experience and at least a High School Diploma or GED. Preferred qualifications include a Bachelor's Degree in business analytics, finance, or accounting. This role requires strong communication, analytical skills, and the ability to work collaboratively within a team. #J-18808-Ljbffr Park National Bank
- ...(PTY) ltd is looking for a highly motivated Ad Operations Specialist to join our US team. This full-time remote position... ...Google Ads and Facebook Ads, along with strong analytical capabilities. The ideal candidate will manage paid advertising campaigns, analyze data, and...SuggestedFull timeRemote work
- ...Digital is looking for a highly motivated Ad Operations Specialist. This full-time, remote position requires strong proficiency in managing advertising campaigns and analyzing... ...career development and structured transition into analytics will be provided. #J-18808-Ljbffr...SuggestedFull timeRemote work
- ...OneDigital is seeking a dedicated professional for a vital role in wealth management operations, focused on ensuring smooth back-office operations and effective client service. The ideal candidate will handle client transactions, maintain accurate records, and enforce...Suggested
$64.35k - $89.6k
JetBlue Airways Corporation is looking for a System Operations Strategy and Analytics Analyst in New York, NY, to enhance data-driven decision-making and operational efficiency in the System Operations Center (SOC). The role involves analyzing operational performance, developing...Suggested- Astound is seeking a Senior Business Operations Coordinator to support the National Sales team by providing critical operational services... ..., and contribute to operational efficiency. Strong analytical, organization, and communication skills are essential, alongside...SuggestedRemote jobHourly pay
- ...oriented professional in New York, NY to manage energy reduction programs. This... ...supporting customer enrollment, maintaining operational documentation, and assisting during high... ...will have a Bachelor's Degree and strong analytical capabilities, particularly in Excel and...Temporary work
- ...New York City to play a crucial role in managing energy reduction programs. In this... ...and assist with customer inquiries and operational support during critical events. A Bachelor... ...field. Candidates must demonstrate strong analytical skills, attention to detail, and the...
- The New York City Department of Youth and Community Development (DYCD) seeks a Finance Operations & Analytics Analyst within the Office of the CFO. Reporting to the Project Manager of Finance Operations & Analytics, this role supports complex, agency‑wide research and analytical...Work at office
- ...Hirehawk is seeking a client-facing specialist for a remote position in a boutique wealth management firm. The role involves handling client inquiries, managing account administration, and ensuring compliance while supporting financial advisors. Candidates should have...Remote work
- Cents is seeking a Sales Operations Associate based in New York to enhance the efficiency of our sales and customer success teams. This... ...familiarity with tools like Salesforce and HubSpot, and a strong analytical mindset to facilitate operational improvements. #J-18808-...
$110k - $130k
...hiring a Senior Associate, Business Development to oversee BD operations, including maintaining deal systems and preparing executive communications... ...role is vital for enhancing BD efficiency with a focus on analytical skills and detail orientation. The successful candidate will...- ...PNC Financial Services Group, Inc. is seeking an Operations Specialist based in Pittsburgh, PA. This role involves executing complex transactions and serving as a point of escalation for issues. Responsibilities include partnering with internal service teams and engaging...
$90k - $130k
...cryptocurrency brokerage — all operating under the reputable wing of... ...a digitized brokerage and wealth management platform that's designed to... ...Crypto Wallet Operations Specialist who will: • Take... ...custody/wallet operations, data analytics, or engineering—ideally in...Contract workWork at officeLocal areaRemote workWeekend work$100k - $120k
...our talents. Inspired by the wealth of our past, we are excited... ...for the Boutique Operations Specialist role to lead and oversee operations... .... Support the Boutique Manager with business performance... ...shipping processes. ~ Strong Analytical skills. ~ Proficiency...- ...timely processing • Provide operational support for the booking,... ...while maintaining a strong risk management environment • Support... ...regulatory reporting • Strong analytical, problem-solving,... ...stakeholders such as trading desks or wealth advisors • High school diploma...Contract work
$120k - $172k
...Vice President, Wealth Management Operations Strategy We are seeking a highly skilled and strategically... ..., coupled with strong strategic, analytical, and execution oriented capabilities... ...relationships. This is an Advanced Specialist level position within the Client...Temporary workLocal area- ...alongside the brightest brains in a fast-paced environment is your calling, send us your resume at ****@*****.*** Data Analytics and Operations Associate (Marketing Science) Location New York, NY Employment Type Full time Department Data Science 3-4-day minimum on-site...Full timeWork experience placementWork at officeLocal area
- ...A leading advertising technology company in New York is seeking a Data Analytics and Operations Associate. The role focuses on ensuring data integrity and delivering actionable insights. Candidates should have strong analytical skills, proficiency in SQL or Python, and...Full time
- The Brock Group Inc is looking for a Legal Operations Specialist based in Georgia, USA. This role involves improving operational efficiency within the legal department, managing invoices, implementing legal technology, and maintaining dashboards. Candidates should have...Full timeContract workWork at office
$165k - $195k
The Federal Reserve Bank of New York is seeking a Business Operations Specialist to drive operational efficiency within its Operations & Resiliency Group. This full-time role requires a strong background in business operations, process optimization, and data analysis. You...Full time- JPMorgan Chase & Co. is looking for a Facilities & Business Operations Analyst to enhance the Property Management team. You will assist in the financial and contractual operations of the Property Management portfolio, conducting analyses and preparing reports. The ideal...
$20 - $31 per hour
...Consultant Associate to provide vital administrative support to the Wealth Management team. You will help manage the Financial Consultant's... ...client queries, organizing paperwork, and prioritizing operational tasks. The ideal candidate holds a Bachelor's degree and has...Hourly payWork at office- Wealth Regulatory Reporting Operations Lead Apply (opens in new window) Job Req Id: 26962892 Location(s): Pune... ...Reporting Operations Group Manager is accountable for overseeing the end... ...Proven experience leading a team. Analytical thinking skills. Effective workload...Full time
- ...supports the overall administrative and operational activities of the business.... ...assisting with tracking business metrics; managing employee headcount information; and coordinating... .... functional operations Provide analytical fiscal guidance , including cost analysis...Full timeWork at office
- A leading advertising solutions company in New York, NY, is seeking a Data Analytics professional. This role focuses on ensuring data quality, usability, and translating complex datasets into actionable insights. The ideal candidate will have strong analytical skills, 2...
$82k - $133k
...strategies for digital asset integration within Wealth Management, including exploration of tokenization opportunities and their operational impact. Partner with technology and... ...role. Exceptional quantitative and analytical skills. High proficiency in Microsoft Excel...Temporary work$110k - $190k
...The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk... ...incomplete WM data. Role Description The Strategy and Operations Team within the WM CDO seeks a Vice President to support a...Full timeTemporary workWork at office- ...Merchant Funding is looking for a Sales Operations Coordinator in New York, NY. This role... ...Responsibilities include preparing sales reports, managing CRM data, and optimizing scheduling for... ...should have strong organizational and analytical skills, proficiency in Microsoft Office...Work at office
$170k - $300k
...Citi's Global Wealth Management is building a purpose-driven team to serve its globally diverse... ...of the Role Reporting to the Operations Technology Head for Global Wealth Management... ...products at scale. ~ Strong analytical and quantitative skills; Data driven and...Full time$78k - $95k
...Senior Manager, Revenue Operations & Analytics - 244568 Senior Manager, Revenue Operations & Analytics - 244568 This range is provided by Medix. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $78,000...Full timeRemote workMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Analytics & Operations Specialist. Be the first to apply!
- operations associate Brooklyn, NY
- trading operations specialist Brooklyn, NY
- operations management specialist Brooklyn, NY
- recruiting operations associate Brooklyn, NY
- global operations specialist Brooklyn, NY
- it operations coordinator Brooklyn, NY
- flight operations specialist Brooklyn, NY
- people & operations coordinator Brooklyn, NY
- people operations specialist Brooklyn, NY
- bank operations specialist Brooklyn, NY

