Private Client Analytics & AI Specialist
Bankwell
Bankwell in Connecticut seeks a strategic Business Analyst for the Private Client Group to partner with the Head of Private Client Group, delivering analytics, BI reporting, and portfolio analysis in a fast-paced banking environment. You will build dashboards, support forecasting and budgeting, and leverage AI tools to automate reporting, enhancing decision-making while coordinating executive communications and scheduling. #J-18808-Ljbffr Bankwell
$150k - $200k
...considerations related to investments and private transactions.Maintain tax... ...experience in Private Client Services, High Net Worth Tax,... ...new tools, comfortable using AI to improve the efficiency and... ...wealth planning matters.Excellent analytical, organizational, and project management...Private clientWork at officeLocal area$67.95k - $136.38k
Position Summary AI is reshaping how companies operate - from... ...identifying and documenting how client entities are using AI - across financial... ...to others The Team The AI Specialist team sits within Deloitte's Valuation & Analytics practice, embedded in Audit & Assurance...SuggestedInternshipWork at officeLocal areaVisa sponsorship- ...based commercial bank, seeks a Portfolio Manager to support the Private Client Team in managing and growing CRE and C&I client relationships... ...has at least 5 years of CRE banking experience, strong analytical skills, and proficiency with Microsoft Excel. #J-18808-Ljbffr...Private client
- ...with over $3 billion in assets, providing privately-owned businesses, their owners and... ...a single-point-of-contact, the Private Client Team, which represents an alignment of experienced... ...and regulatory requirements Strong analytical skills in order to evaluate credit and...Private clientContract workLocal area
- ...Financial Group is seeking a Portfolio Manager to support the Private Client Team in managing CRE and C&I client relationships and loan... ...opportunities. The role requires at least 5 years in CRE banking, strong analytical skills, and the ability to work under tight deadlines in a...Private client
- ...is strongly preferred Knowledge of SEC private fund requirements Bachelor's degree required... ...5 - Word, Excel, and PowerPoint Strong analytical, strategic, and problem-solving skills... ...institutional and private wealth clients, investing across private equity, credit...Private client
$110k - $145k
...and builds the AWS-native data foundation behind our enterprise AI applications - knowledge graphs, semantic layers, retrieval corpora... ..., logical, and physical data models for operational and analytical workloads; establish modeling standards, naming conventions, and...Permanent employmentContract workRemote workVisa sponsorshipWork visaRelocation package- ...solutions for our business and commercial clients. We’re passionate about giving back and... ...Associate Group Director supports the Private Client Group Director and private client... ...and electronic funds transfer systems. Analytical Skills: Ability to analyze client cash flow...Private clientContract workLocal area
$137.2k - $240.3k
...Description: Chief Financial Officer – Marsh McLennan Agency Private Client Services Marsh McLennan Agency (MMA) Private Client... ...A platforms, BI dashboards, data pipelines, and self-service analytics to speed planning and improve decision quality Drive integration...Private clientMinimum wageFull timeRemote work$80k - $86k
...Position Overview Bernstein Private Wealth Management is a premier investment management... ...high‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people first... ...capital markets positioning, portfolio analytics, and wealth and legacy planning for high...Private clientTemporary work$80k - $86k
...Position Overview Bernstein Private Wealth Management is a premier investment management... ...high‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people first... ...capital markets positioning, portfolio analytics and wealth and legacy planning for high‑...Private clientTemporary workFlexible hours- ...About the RoleAs our Sr. Engineer, Data & Analytics, you will build both the data foundation... ...pipelines.Strong experience delivering data and AI solutions that drive business outcomes.... ...with fellow employees, treating all clients, both internal and external with dignity...Full timeTemporary workLocal areaRemote workFlexible hours
- ...Description We have a terrific opportunity with our direct client near Norwalk, CT, for an AI Engineer. For this firm, a very well-established and... ...Responsibilities Translate business problems into clear analytical approaches and solution designs Wrangle datasets and engineer...InternshipWork at office3 days per week
- ...Client Advisor Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary... ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking...Private clientLocal areaNight shift
- ...introducing modern approaches in a cross-functional environment. Primary Responsibilities Develop data science solutions, analytical tools, dashboards, and visualizations to support clinical studies and data review. Build reusable tools, workflows, and infrastructure...Remote work
- ...on our unique ability to bring our clients high touch, high quality banking with... ...maturities and coordinating with Private Client Group (PCG) management to ensure... ...Advancement - drive adoption of AI, credit decision engines and analytics tools to enhance efficiency and...Private clientContract workLocal area
- Bankwell, a commercial bank with a strong client-focused culture, is seeking an Associate Group Director to support the Private Client Group Director and team. The role centers on managing and expanding existing client relationships while originating new commercial banking...Private client
$82.6k - $162.8k
...You will work with leading-class teams and solutions, helping clients navigate challenging environments, market uncertainty, technology... ...and tech platforms, we also generate actionable insights and analytics, streamline decision making and enable data driven profitable growth...Local areaRemote work- Bankwell is seeking an Associate Group Director to support the Private Client Group Director, managing and growing existing commercial banking relationships and assisting with new client origination to drive demand deposits. In this role you will identify commercial banking...Private client
- Bankwell Financial Group in New Canaan, CT, seeks an Associate Group Director to support the Private Client Group Director in growing relationships and originating new commercial banking opportunities. The role focuses on expanding low-cost deposits while delivering exceptional...Private client
$105.4k - $207.8k
...foundations that power the next generation of AI-enabled cyber defense?If yes, then... ...policy exceptions, and enabling self-service analytics and dashboards.Implementing data quality... ..., and governance patterns—to help clients modernize and scale cyber and GRC programs...Local areaVisa sponsorship- Bankwell is seeking a Private Client Group Support Associate to help manage and grow existing client relationships with urgency and empathy. You will support day-to-day client interactions, document workflows, and service delivery through the CRM platform. The role offers...Private client
$128k - $252.5k
...Transactions team helps guide clients through their most... ...and data scientists to AI strategists, machine learning specialists, and data engineers. SFL... ...leading organizations in the private and public sectors,... ...ID 352374 Data and Analytics | Artificial Intelligence...Local areaVisa sponsorship- ...approach to health and recovery, ultimately striving to empower all clients to live better lives. Each of our clients undergo a unique... ...first-class client care. They assess an individual and/or semi-private group of clients and adapt sessions to the client's needs on any...Private clientFull timePart time
- Bankwell in New Canaan, Connecticut seeks a Private Client Group Support Associate to aid in managing client relationships and supporting day-to-day operations. In this full-time role, you will work closely with clients and internal teams to deliver exceptional banking...Private clientFull timeWork at office
- ...seamless, once-in-a-lifetime moments a private villa on a Greek island with a Michelin-... ...Travel Designer within FROSCH's Private Client Services (PCS), you'll own a portfolio of... ...staffing (private chefs, childcare, beauty specialists). Serves as the dedicated point of...Private client
- ...for our business and commercial clients. We’re passionate about giving... ...The Business Analyst, Private Client Group serves as a strategic... ...Group, exercising independent analytical judgment to provide analytical... ...the practical application of AI tools, and capable of managing...Private clientContract workLocal area
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...Private clientPrivate practiceWork at office
$50.5k - $112.5k
...Description & Summary The Opportunity As an AI Engineer, you will be at the forefront of... ...quality work that drives value for our clients and success as a team. You will be part... ...processing tools like NLTK for text analytics and sentiment analysis - Implementing neural...Full timeWork experience placementH1bLocal area$110.7k - $372.9k
...they need. Deloitte has a new AI-first effort, backed by $1B... ...architects, clinical and domain specialists, and product leaders to build... ...on the work you do and the clients and industries/sectors you serve... ...Job ID 355577 Data and Analytics | Data and AnalyticsSame job...Local areaVisa sponsorship
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