Wealth Analytics & Reporting Lead
Citizens
Citizens is seeking an Analysis & Reporting Manager in Charlotte, NC. This role requires managing Wealth Management operations, overseeing a team, and ensuring compliance with risk management standards. Candidates should have at least 5 years' experience in Wealth Management operations, strong team leadership skills, and proficiency with brokerage platforms. Exceptional communication and problem-solving skills are essential. The position is full-time with a 40-hour work week, Monday to Friday. #J-18808-Ljbffr Citizens
- Citizens in Charlotte is looking for an Analysis & Reporting Lead to support their Wealth and Asset Management operations. The role encompasses reporting... ...grasp of account lifecycle processes and advanced analytical skills. This is a full-time position with a work schedule...SuggestedFull timeMonday to Friday
- Citizens Bank is seeking an Analysis & Reporting Manager in Charlotte, North Carolina, focused on Wealth Management Operations. This role involves team leadership, overseeing daily activities, and ensuring compliance with risk management and regulatory standards. Candidates...Suggested
- ...scalable data models, datasets, and analytical solutions with a focus on... .... Serve as a technical lead on complex projects—defining... ...automation and standardization of reporting and analytics workflows to... ...Background in financial services, wealth management, or advisor‑...Suggested
- Description The Analysis & Reporting Lead supports the Wealth and Asset Management business through advanced operational, systems, and reporting leadership... ...across Wealth and Asset Management platforms. Advanced analytical skills are required to prepare, review, and interpret...SuggestedWork at officeLocal area
- ManpowerGroup Global, Inc. is seeking a Credit Risk Analytics Manager in Charlotte, NC. The role involves designing and maintaining data visualizations, producing credit risk dashboards, and engaging with stakeholders. Candidates should have 7+ years of experience in analytics...SuggestedContract work3 days per week
- PRA Group (Nasdaq: PRAA) is seeking a Collections / Reporting Business Analyst to join the Agency Management team in Charlotte, North Carolina. This role involves analyzing data trends to drive business strategy, building dashboards in Power BI, and making recommendations...Remote work
$114 - $172 per hour
The Customer Experience (CX) Analytics Lead plays a central role in transforming customer feedback... ...efforts across retail banking and wealth customer experiences. Analyze data across... ...competitive insights from standard reporting and mine data platforms for deeper, ad‑...Full timeShift work$119k - $187k
...About this role: Wells Fargo is seeking a Lead Architect in our Architecture & Engineering Group as part of Consumer Technology... ...mesh, knowledge graphs, and real-time streaming-supporting analytics, reporting, and digital personalization at scale. This role requires...Work experience placementWork at office- Senior eDiscovery Analytics Lead Employment Type: Full‑Time, Experienced Department: Legal As a Senior eDiscovery Analytics Lead for Contact... ...applied across the life of the case. Creates statistical reports providing information on collection, filtering, processing,...Full timeFlexible hours
- ...Type: Full-Time, Experienced Department: Legal As an eDiscovery Analytics Lead for Contact Government Services, you will be using your legal... ...applied across the life of the case Creates statistical reports providing information on collection, filtering, processing, review...Full timeFlexible hours
$85.05k - $103.95k
...Opportunity We're actively seeking a talented Life Operations Reporting Lead to join our Consumer Markets Division (CMD) in Charlotte, NC.... ..., reporting, or account management experience Advanced analytical and reporting capabilities Strong communication, stakeholder...Flexible hours- ...& Corporate Banking (TCCB) Operations team, the Content & Analytics Execution Lead will operationalize the TCCB's processes by developing and... ...and analytics skills, with advanced knowledge of Excel and report creation Advanced understanding of Commercial business processes...Full timePart timeWork at officeRemote workShift workDay shift
- Overview We are seeking a Senior Lead Data Analyst to drive enterprise-level forecasting... ...candidate will apply advanced analytical and scientific techniques to anticipate... ...teams. Establish and oversee recurring reporting and insight-generation processes that support...
- A wealth advisory firm is seeking an Advisory Operations Manager to enhance operational infrastructure and manage custodial relationships... ...involves overseeing day-to-day operations, coordinating client reporting, and refining processes to ensure exceptional service delivery....
- ...Senior Lead, Grant Compliance, Reporting and Audit Readiness The Senior Lead, Grant Compliance, Reporting and Audit Readiness leads the execution... ...accountability across operational partners. Strong analytical, problem-solving, and issue escalation skills. Ability...For contractorsWork at office
- ...Hybrid schedule) OneMain Financial is looking for a Lead Strategy Analyst to join our Card Analytics team in Charlotte, NC or Wilmington, DE. This is an... ...various partners the role will have responsibilities of reporting, strategy implementation, strategy validation, and...Local areaFlexible hours
- We are looking for a Lead Strategy Analyst to join the Card Analytics team in Charlotte, NC. This is an exciting opportunity to learn and drive significant... ..., the role will also have responsibilities of reporting, strategy implementation, strategy validation and ad...Local area
$114.72k - $172.08k
Citibank (Switzerland) AG is looking for a Customer Experience Analytics Senior Lead in Charlotte, NC. This role will focus on translating customer feedback into actionable insights that improve business performance. With 10-15 years of experience in data analysis, the...$105k - $125k
A financial services company located in Charlotte, NC is seeking an Associate Director for Portfolio Analytics. This critical role enhances operational efficiency through technology-based solutions in a close-knit team environment. Candidates should possess a bachelor's...- Vanguard is seeking an OmniChannel Program Manager in Charlotte, North Carolina, to lead cross-functional analytics initiatives within Participant Financial Services. This role is crucial in managing analytics requests and improving clarity in prioritization as the organization...
- ...is seeking a Credit Risk Strategy Manager to enhance credit risk management across the lending lifecycle. The role requires deep analytical expertise, strong business acumen, and a proven track record in credit strategy development. Candidates should have over 7 years...
- Truist in Charlotte, NC is looking for a Fraud Strategy Lead responsible for developing and implementing fraud strategies within the... ...and a bachelor’s degree, demonstrating leadership and analytical skills. The role includes leading team operations to meet compliance...
$62.5k - $87.5k
Retirement Resource Center, LLC. is seeking a Wealth Client Relationship Manager in Charlotte, NC. This role involves partnering with Wealth Management Advisors to deliver top-tier service to high-net worth clients. Key responsibilities include managing client relationships...$62.5k - $87.5k
A leading financial services provider seeks a Wealth Management Client Relationship Manager in Charlotte, NC. The role involves partnering with advisors to enhance client relationships and deliver financial solutions. Candidates must have 2+ years experience and obtain...- ...delivery and collaboration across teams. The ideal candidate will have over 5 years of experience in benefit consulting, strong analytical abilities, and proficiency in Microsoft Office tools. Comprehensive benefits and opportunities for professional growth await the...Work at office
- First Citizens Bank is seeking a highly skilled data analytics professional in Charlotte, NC. The role involves transforming complex payments and fraud data into actionable insights through advanced SQL and BI tools like Power BI and Tableau. Candidates should possess a...
- ...5 years in Banking/Technology, a Bachelor's Degree in a relevant field, and strong expertise in data analysis and business intelligence tools. This position may involve some travel and requires strong communication and analytical skills. #J-18808-Ljbffr SouthState Bank
- A financial operations firm is seeking a Collections Operations Analyst to manage the entire reporting lifecycle, including building dashboards in Power BI and writing SQL queries. The ideal candidate has over 3 years of experience in collections or recovery management,...
- A government services provider seeks a Senior eDiscovery Analytics Lead in Charlotte, NC. This role involves providing legal experience and electronic discovery support to federal agencies using Relativity. The ideal candidate should have 5+ years in eDiscovery, exceptional...
- Citigroup Inc. is seeking a Customer Experience Analytics Lead in Charlotte, NC, responsible for transforming customer feedback into actionable insights to enhance business performance. This role requires 10-15 years of experience in customer data analysis and proficiency...
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