Wealth Operations & Process Excellence Analyst
$80k - $115kNeuberger
Neuberger in New York is looking for a Business Analyst to lead initiatives aimed at enhancing client service processes. The role involves analyzing current workflows, improving operational efficiency, and ensuring a seamless client experience in Wealth Management. The candidate should possess strong analytical skills, a Bachelor’s degree, and a minimum of 5 years of relevant experience. A competitive salary ranging from $80,000 to $115,000 is offered, along with a comprehensive benefits package. #J-18808-Ljbffr Neuberger
- EPAM Systems is seeking a Finance Process Excellence Senior Analyst to automate and optimize financial processes within the Corporate Finance Department... ...across finance cycles such as R2R and P2P, enabling scalable, compliant financial operations. #J-18808-Ljbffr EPAM SystemsOperationsProcess ExcellenceRemote job
$80k - $115k
Summary Neuberger Wealth is seeking a highly motivated and results-driven individual... ...to lead initiatives focused on process improvement and operational excellence. This individual will play a... ...organization, the role of the Business Analyst will be responsible for the...OperationsProcess ExcellenceLocal areaShift work$59 - $69 per hour
...client with Kforce is seeking a Process Analyst IV to join their team.... ...business for the future mode of operations. Working under limited... ...(BPM)* Basic principles of wealth management industry operations... ...Microsoft Office suite (Word, Excel, Visio, PowerPoint, and Outlook...OperationsWork at office$72k
We're seeking someone to join our team as an Analyst in Wealth Management Operations to provide support to high profile Financial Advisors and their... ...Adhere to established procedures by efficiently routing processing requests to the designated teams and escape inquiries...OperationsTemporary work- Morgan Stanley in New York seeks an Analyst to support Wealth Management Operations, assisting high-profile Financial Advisors and staff with Alternative... ...support controls and client service standards while contributing to process improvements. #J-18808-Ljbffr Socket.devOperations
$65k - $80k
Neuberger Berman in New York seeks a member for their Wealth Operations team to support account opening and maintenance processes. Responsibilities include reconciling daily... ...in the securities industry, along with strong Excel skills. The salary range is $65,000 to $80,000,...Operations- Neuberger Berman Group LLC is looking for a Business Analyst to spearhead process improvement and operational excellence initiatives in New York. This role is pivotal in... ...a strategic thinker with a solid background in Wealth Management. The position emphasizes strong...Process Excellence
- ...capital requirements, management of operational tax risks, and tax implications of... ...part of the Asset and Wealth Management team you are expected to... ...to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at...Process ExcellenceLocal areaOverseas
$72k - $184.44k
Industry/SectorAsset and Wealth ManagementSpecialismAssuranceManagement... ...streamline their operations, reduce costs, and improve efficiency by managing key processes and functions on their behalf... ...accounting processes to drive excellence in service delivery while mentoring...OperationsProcess ExcellenceFull timeH1b$120k - $180k
...initiatives to culture and events, to operational management and much more. To... ...go the extra mile. As the Wealth Management Recruiting... ...closely with our Recruitment Process Outsourcing Partners (RPO). Location... ...management. Strong Excel and PowerPoint skills and reportingWHAT...OperationsTemporary workWork at office$126k - $250k
...custom credit relationships with strategic wealth clients, driving funded loan balance and... ..., the CA leads the credit delivery process from beginning to end by partnering with... ...and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless...OperationsFull timeWork at officeFlexible hoursDay shift$130k
...strategic professional to assume the role of Underwriting Operations Lead specializing in Cyber & Political Violence. This... ...candidate will be pivotal in optimizing underwriting processes and ensuring operational excellence in the face of evolving cyber threats and...OperationsProcess ExcellencePermanent employment- ...seeking a Private Bank Business Change Analyst to support change initiatives within the Private Banking and Wealth Management sector. The role focuses on... ...improvement opportunities, and enhancing process efficiency across operations. Responsibilities include documenting...Operations
- ...Omnicom Media is seeking an Operations leader to drive the rollout and management of multiple client projects. You will build and implement systems, processes, and tools to drive efficiency and standardization across cross-functional teams. You will collaborate with account...OperationsProcess Excellence
- Citi’s Wealth Operations Reporting Analyst role in Chennai focuses on turning data into actionable insights through MIS reports, dashboards, and performance... ...non-technical partners. The role combines analytics with process improvement and risk awareness. #J-18808-Ljbffr CitiOperations
$74.6k - $139.1k
...Senior Process AnalystOur award-winning, inclusive Top Workplace... ...your mark as the Senior Process Analyst for the Northeast Region.... ...committees related to systems, operations, and training.Communicate effectively... ...manipulation tools such as Excel and SQLReporting Ability to...OperationsMinimum wageLocal area$102.5k - $187.9k
...working world.Financial Services Technology Consulting - Wealth and Asset Management - Senior - Charles River... ...Development (CRD) optimizing front-to-back investment processes and driving operational excellence. The role requires strong functional understanding of...OperationsProcess ExcellenceWork experience placementSummer holidayFlexible hours$70k - $125k
Palantir Technologies is seeking an Operations Analyst in New York to support US Government teams. The role involves managing facility operations, resolving security issues, and implementing process improvements. You will need a US security clearance, and experience in...OperationsProcess Excellence- ...Position Summary: As a Business Process Analyst, you will play a key and collaborative role... ...and supporting Health Fund business operations projects and processes for automation.... ...PowerPoint, and Visio; Expert proficiency in Excel ~ Proficient in Structured Query...OperationsFull timeWork at officeFlexible hours
- Wealth Operations Reporting Analyst Location: Chennai, Tamil Nadu, India Job Type: Hybrid Job Overview The Operations MIS team focuses on creating... ...business partners and senior leaders. Continuously improve processes and strategies by exploring and evaluating new data...Operations
- Capital One is seeking an experienced process manager for its Global Payment Network Legal team. The role focuses on overseeing operations, supporting attorneys, and driving process improvements across complex transactions. The candidate will develop documentation, playbooks...OperationsProcess Excellence
- A major transportation agency in New York seeks someone to administer payroll activities and transactions. The ideal candidate will manage assignments, support team members, and maintain high-quality work standards. Key qualifications include experience in Payroll, familiarity...OperationsProcess ExcellenceFlexible hours
- Group 1001 Insurance is seeking an Annuity Operations Analyst to partner with Inforce and Claims leadership, improving efficiency and accuracy across the annuity lifecycle. You will identify process gaps, map end-to-end workflows, and quantify root causes to drive corrective...Operations
- ...seeking a Team Leader to manage accounts receivable operations, ensuring coding accuracy, timely charge review, and... ...reconciliation with bank records. The role emphasizes process improvement, customer service excellence, and staff supervision to meet company billing...OperationsProcess Excellence
- ...Provide analytics covering KPIs, investment business cases, operational excellence, and divisional growth initiatives Partner with senior... ...reporting and planning support models Develop governance processes to drive functional ownership and accountability Prepare...OperationsProcess Excellence
- ...seeking an Assistant Vice President, Central Operations to oversee a portfolio of Operations... ...current state and continuously improve processes in collaboration with internal... ...and maintain an Operational Center of Excellence. The position emphasizes leadership of...OperationsProcess Excellence
- ...that every institution in the banking and wealth management ecosystem can benefit from... ...themselves to be fintech actually need to operate like one to win. As a New Business... ...high‑growth environment and to help build processes and tools as needed. Desire to get (more...OperationsWork experience placementLocal area
$60 - $69 per hour
Are you an innovative problem-solver ready to help shape the future mode of business operations? We are seeking an autonomous Process Analyst to join a dynamic Business Transformation team! Working under limited supervision, you will contribute hands-on across all phases...OperationsHourly payPermanent employmentTemporary workWork experience placementShift work- Job Responsibilities: The Wealth Management Reconciliation Analyst is responsible for end to end analysis and resolution of complex FITB, Nostro, and... ...sound accounting judgment, and close partnership with Operations to ensure timely resolution, clear root cause identification...Operations
$128k - $252k
...risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends 09/30/2026. As a Manager and Process Design & Reengineering Lead within our... ...Supervise and mentor Engagement Optimization Analysts and Consultants, guiding process discovery...OperationsProcess ExcellenceLocal areaVisa sponsorship
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