- 10+ years Business Analyst experience
- 5+ years Banking/Financial Business Analyst experience
- Strong background in Wealth Management
- Strong communication skills, both written and spoken
- Ability to manage and support requirement changes throughout the course of the project
- Experience in test preparation and execution
- Background in Broadridge
- Experience in planning and executing UAT projects
- Experience in a hybrid BA/BSA role, a BA Process Analyst role, and a Combo BA/Conversion Analyst role
- Strong problemsolving skills
- Ability to work well in a team
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Senior Wealth Manager
2 days ago
Judson Group Minneapolis, United StatesJudson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance wit ...
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Senior Wealth Manager
1 week ago
Judson Group Minneapolis, United StatesJudson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance wit ...
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Senior Wealth Manager
1 week ago
The Judson Group Minneapolis, United StatesSenior Wealth Manager | Minneapolis, Minnesota · Reference Number: HRJ7603 · Location: Minneapolis, Minnesota · Judson Group has been retained by a $19B+ RIA with a national presence in their search for a · Senior Wealth Manager . This individual will be managing and servicing ...
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Wealth Management Associate
1 week ago
Equitable Services Minneapolis, United StatesWealth Management Associate - Retirement Benefits Group - MN, Minneapolis PIN_43442 ) · Primary Location : UNITED STATES-MN-Minneapolis · Organization : Equitable Advisors · Description · Equitable Advisors is a leading firm in the financial services and insurance industry with a ...
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Associate Wealth Management Advisor
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Northwestern Mutual Minneapolis, United StatesJob Description · Job Description Salary: · Recognized by Forbes magazine as a Top Best-in-State Financial Security Professional, our financial practice's mission is to build long-term client relationships that inspire confidence, optimism, and happiness by guiding individuals a ...
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Financial Wealth Relationship Manager
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Stevens Foster Financial Advisors Minneapolis, United StatesJob Description · Job DescriptionSalary: $60, $100,000.00 per year · Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial planning to high net worth and corporate ...
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Financial Wealth Relationship Manager
5 days ago
Stevens Minneapolis, United StatesJob Description · Job Description Salary: $60, $100,000.00 per year · Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial planning to high net worth and corporat ...
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Wealth Management Portfolio Analyst
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Bremer Bank National Association Minneapolis, United States Regular, Full timeWhy Work at Bremer? · Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to ...
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Eide Bailly Minneapolis, United States Regular, Full time· Wealth Transition Services Manager/Senior Manager - Remote Eligible · Job Locations · US-MN-Minneapolis | US-OK-Oklahoma City | US-NV-Las Vegas | US-CO-Denver | US-UT-Salt Lake City | US-AZ-Phoenix · ID · Category · Tax Services · Position Type · Full-Time · Work Option(s) · R ...
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Wealth Management Associate
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Equitable Advisors LLC Richfield, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is see ...
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Associate Director, GRM US Wealth Management
2 weeks ago
Royal Bank of Canada Minneapolis, United StatesJob Summary · Group Risk Management is responsible for providing independent and objective oversight of the management of significant risks arising from RBC's businesses and operations, supported by comprehensive risk management frameworks, policies and practices, robust risk man ...
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Associate Director, GRM US Wealth Management
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Royal Bank of Canada Minneapolis, United States Full timeJob Summary · Group Risk Management is responsible for providing independent and objective oversight of the management of significant risks arising from RBC's businesses and operations, supported by comprehensive risk management frameworks, policies and practices, robust risk man ...
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Associate Director, GRM US Wealth Management
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RBC Capital Markets, LLC Minneapolis, United States Regular, Full timeJob Summary · Group Risk Management is responsible for providing independent and objective oversight of the management of significant risks arising from RBC's businesses and operations, supported by comprehensive risk management frameworks, policies and practices, robust risk man ...
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MBK Search Minneapolis, United StatesJob Description · What is the opportunity? · As the Head of Wealth Management (WM) US Litigation, you will have responsibility and accountability for overseeing and managing pending and actual litigation and regulatory matters for our client's US Wealth Management business segmen ...
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Wealth Management Consultant
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Fidelity Investments Edina, MN, United StatesFidelity Investments' Racial Equity & Diversity Pledge · "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and resp ...
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RBC Capital Markets, LLC Minneapolis, United States Regular, Full timeJob Summary · Job Description · What is the opportunity? · As the Head of Wealth Management (WM) US Litigation, you will have responsibility and accountability for overseeing and managing pending and actual litigation and regulatory matters for RBC's US Wealth Management business ...
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Wealth Management Advisor
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U.S. Bank Shoreview, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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Ameriprise Financial Minneapolis, United States Full timeWe are seeking a Vice President, Head of Wealth Management Product Communications, Marketing & Training to provide leadership and strategic direction for the Advice & Wealth Management (AWM) Product Communications, Marketing, Training and sales operations spanning Wealth Manageme ...
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Wealth Management Compliance Officer
1 week ago
First International Bank & Trust Edina, United StatesFirst International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and detail-oriented Wealth Management Compliance Officer to join our team at First Inter ...
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Senior Wealth Manager
1 week ago
Boulay Group Eden Prairie, United StatesWe are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person we are looking for · The Senior ...
Senior Business Analyst, Wealth Management - Minneapolis, United States - Procom
Description
Intro:
On behalf of our client, Procom Services is currently seeking highly skilled and experienced Senior Business Analysts for their Wealth Management Technology Solutions department.
The ideal candidate will have a strong background in Wealth Management and Banking/Financial sectors, with a particularly desired skill in Broadridge.
Job Details:
The successful candidates will be responsible for a variety of roles, including planning and executing UAT projects, managing and supporting requirement changes throughout the project lifecycle, and facilitating sessions to identify possible solutions.
In addition, they will also handle test preparation, write test scripts for UAT testing, and walk stakeholders through the process.
This role also includes a hybrid BA/BSA role, a BA Process Analyst role, and a Combo BA/Conversion Analyst role.Mandatory Skills:
Desired Skills:
Location:
The position is located in Minneapolis, MN, with a requirement of 2 days per week in the office. This is a 12-month contract with a project life expected up to 24 months.