Strategic Business Analyst - Wealth Advisory Partner
BBR Partners
A financial services firm in New York is looking for an experienced Business Analyst to support its Portfolio & Wealth Advisory team. You will manage relationships, identify business needs, and deliver impactful solutions. The ideal candidate possesses strong communication and problem-solving skills, with a solid background in technology within the financial sector. This position offers competitive salary and benefits, and a flexible remote working environment. #J-18808-Ljbffr BBR Partners
$43.26 per hour
...Summer Internship - Global Wealth Management, Strategic Accounts Analyst, US Positions are... ...college or university Are business proficient in English See... ...banks, platforms and sub-advisory relationships. Within U.... ...Accounts team act as strategic partners, providing highly...SuggestedHourly payFull timeWork experience placementSummer workInternshipSummer internshipWork at officeWorldwideFlexible hoursShift work- Job DescriptionAssociate Partner - Asset Mgmt. or Wealth Mgmt. or Private Markets, Infosys... ...working on a variety of business consulting engagements in... .... You will lead strategic programs dealing with complex... ...Platforms covering end to end Advisory, Trade, Accounting or Deal...SuggestedFull timeTemporary workWork experience placementLocal areaRelocation
- ...Albany, NY or Boston, MA for business purposes. At Schwab, you’re empowered... ...industry together.The Wealth & Asset Management Solutions... ...Development Officer, Schwab Wealth Advisory role will help promote,... ...investors of the offer, internal partners, and clients of SWA as we...SuggestedLocal areaRemote work
- ...Brookfield Asset Management in New York seeks a Senior Account Manager, Business Development to grow a portfolio of wealth-platform partnerships and accelerate advisor adoption. You will lead strategic relationship management with wirehouses, private banks, RIAs, and...Suggested
$10k
...the transaction flow of every dollar a business spends. We automate how over $200B in annualized... ...that makes a firm a meaningful Ramp partner over time. It is a broader remit than a... ...a portfolio of top-tier strategy and advisory firms (e.g., McKinsey, Bain, BCG), serving...SuggestedFull timeWork at officeRemote workHome officeFlexible hours- ...within the M&A Integration and Separation Advisory practice. The ideal candidate will have... ...and growing a client network via your business acumen, personal network, and complex delivery... ...support and encourage practice and firm strategic objectives. Develop and lead director...Full timeLocal areaFlexible hours3 days per week
- ...depending on scope, deal size, and advisory engagement About Initio... ..., investors, operators, and analysts through real deal flow,... ...our ecosystem , providing strategic, high-touch guidance to deal... ...onboarding Sponsor Advisory Partners to provide strategic, operational...Hourly payFor contractors
$200k - $240k
Real seeks a Partner to lead Asset & Wealth Management Communications in New York City. Hybrid schedule... ...leadership responsibilities and significant strategic influence from day one. Ideal... ...advising external clients, growing business, and guiding integrated campaigns across...Work at officeWork from home- Astrix is seeking a senior Client Partner, Strategic Growth to lead new-logo acquisition and strategic growth across North America or Europe... ...Laboratory Sciences, Clinical, Regulatory, Quality, and Advisory Services. You will coordinate global account strategy, lead...
- A staffing agency is seeking a Tax Partner to deliver compliance and consulting services in taxation for real estate clients. The ideal... ..., guiding clients on tax strategies, and developing new business opportunities. Successful candidates will have established connections...Local area
- Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team. This role emphasizes client-focused service, day-to-day operations, and meticulous record-keeping. The candidate should thrive in a high...
$160k - $194k
...independence.The AI Executive Partner will serve as a strategic partner and executive... ...member relationships providing Advisory support to the C-Suite... ...strategy sessions, research analyst visits, roundtables and... ...complex large-scale IT/digital/business transformation programs7-1...Full timeRemote workWorldwide- ...a Head of Product Strategy, Research & Partner Engagement in New York to shape the DCX... ...digital initiatives with Citi’s Card and Wealth portfolios. You will lead a cross-functional... ...customer insights, and present strategic recommendations to executives. The role...
$80k - $115k
Summary Neuberger Wealth is seeking a highly motivated... ...the Neuberger Wealth business by evaluating current... ...requires a blend of strategic thinking, operational... ...role of the Business Analyst will be responsible for... ...adoption and performance Partner with Enterprise Data...Local areaShift work$100k - $167.5k
...Office Research & Due Diligence, AVP - US Wealth State Street Investment Management is... ...priorities across the US Wealth business. You will partner closely with National Account Managers... ...Diligence colleagues on larger, more strategic relationships by coordinating...Temporary workWork at officeHome officeFlexible hours- Overview A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that...Work at office3 days per week
- Centri, a premier advisory firm, seeks a Tax Partner to lead the growth of Centri's Tax Advisory practice across the US. You will develop strategic plans, drive client engagements, and mentor teams... ..., and strong leadership, business development, recruiting, training...
$90k - $125k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity... ...Sachs, we provide investment and advisory services for pension plans, sovereign... ...on developing and implementing bespoke strategic asset allocations as well as reviewing and...Full timeTemporary workPart time$176k - $255k
...trends and subverticals within the Apps ecosystem to capture new business growth.Identify, onboard, and manage commercial partnerships... ...and market growth, and revenue.Act as the global lead for strategic partner conversions, specifically targeting opportunities to build...- ...Tax Partner – UHNW, Trusts & Estates Location: New York Metro... ..., full-service CPA and advisory firm is seeking an accomplished... ...span personal wealth, closely held businesses, investments, trusts, estate... ...prospective client meetings and strategic business development....Full timeTemporary workFor contractorsPrivate practiceLocal areaFlexible hours
$236.4k - $276k
...selling to the world’s largest partner and MSSP organizations Weekly travel... ...for a dynamic Director, Strategic Partners to build our Systems Integrator sell-business. The ideal candidate is a quota... ...sell-to, sell-with, sell-through, advisory and implementation services...Full time$176k - $255k
...Strategic Partner Development Principal Lead, Google Labs Share Strategic Partner Development Principal Lead, Google Labs corporate... ...equivalent practical experience. ~10 years of experience in business development, partnerships, management consulting, or...Contract work- ...safeguarding, and growing their wealth. Whether derived from successful business ventures or inherited across... ...structures, requiring strategic guidance and customized advisory services to navigate family... ...enterprises and serves as a trusted partner, supporting families through...Full timeWork at officeLocal area
$119.9k - $222.7k
...is a leading enterprise technology and innovation partner delivering software, services, and solutions to global... ...of people rely on every day.The Sr. Manager - Business Advisory & Development will serve as a strategic advisor to Life Insurance clients, helping shape and...Minimum wageFull timeContract workFlexible hours$100k - $115k
...Global Institutional Business (GIB) CIB unit is... ...Banks, Insurance, Wealth & Asset Management... ...has redefined its strategic approach, ASP3N,... ...Description The Senior Analyst will be a member... ...and Product partners across the United... ...relevant to financing, advisory or other banking...Full timeWork at office- ...complexity could shape the future of Wealth Management Technology? This... ...sit at the intersection of business strategy and technology... ...financial institutions. You'll partner with leaders across Product,... ...Data, and Design to ensure that strategic priorities translate into...Work at officeShift work
$300k
...service accounting and advisory firm specializing in... ...consulting services for businesses and individuals. We... ...growing organization with a strategic vision and dynamic plan. Technical Tax Partner is a senior... ...structures (CRTs), and wealth transfer strategies....Full timeTemporary workLocal areaRelocationMonday to Friday$165k - $175k
...skills. What does a great Business Analyst do? In this role you will... ...custom feature functionality. Partner with strategic client teams, providing... ...InvestCloudInvestCloud, a global leader in wealth technology, aspires to... ...and scale across advisory programs, including...Full timeFlexible hours$218.59k - $286.9k
...ourselves—one that behaves like a doctor in the family.About the role:The Senior Director, Strategic Finance Tech Partner coordinates, monitors, analyzes, and forecasts business unit & overall company financial performance for the technology organization. The Senior Director...Full timeWork at officeFlexible hours- ...A leading insurance and financial services organization is seeking an experienced Strategic Partner Management Lead to oversee vendor operations, commercial agreements, supplier performance, and financial controls. This position requires a hands-on leader who can manage...Contract work
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