Product Owner/ Business Analyst Wealth Management - Fort Mill, SC

Wealth Management Experience (or Asset Management experience with conceptual knowledge on WM is fine) · Should be able to talk confidently about Financial products like Brokerage, Advisory; Asset classes like Equity, Mutual funds, Fixed Income · Hands on / Conversational experti ...

Business analyst with wealth management experience. · Writing requirement documents. · ...

Data analyst role in wealth management. Analyze and map entities to business capabilities and journeys. Perform exploratory data analysis on Compass and legacy systems. · ResponsibilitiesAnalyze and map wealth management entities (e.g., Advisor, Account, Product) to business capa ...

+We are looking for an experienced Project Manager with strong Wealth Management domain expertise to lead strategic initiatives within financial services.The ideal candidate will manage end-to-end project delivery, collaborate with business and technology stakeholders, and ensure ...

We are looking for a Technical Business Analyst with strong Wealth Management experience to support delivery of complex financial technology initiatives. · ...

BA with SME in wealth Management experience required for a role involving business process understanding, requirement gathering and translation into functional specifications. · ...

We need a BA for Case Management (MS Dynamics) work in Fort Mill or San Diego ASAP. · Understanding the business processes and the interdependencies of various systems in use. · Facilitating interactive discussions with the business unit and technology teams to achieve alignment ...

We are looking for a Technical Business Analyst with strong Wealth Management experience to support delivery of complex financial technology initiatives. · ...

The ideal candidate for the Sales Manager role will have a solid understanding of the financial services industry, brokerage operations along with proven success with operating in a dynamic fast-paced environment. · ...

We are seeking an experienced Product Owner with strong Wealth Management domain expertise and mandatory IBOR (Investment Book of Record) experience to lead product development initiatives supporting front-office and investment operations. · Own and manage the product backlog ens ...

We are looking for a Technical Business Analyst with strong Wealth Management experience to support delivery of complex financial technology initiatives.This role will work closely with product owners engineering teams and business stakeholders to drive Agile delivery while trans ...

We are looking for a Technical Business Analyst with strong Wealth Management experience to support delivery of complex financial technology initiatives.This role will work closely with product owners, engineering teams, · and business stakeholders to drive Agile delivery while t ...

We are looking for a Technical Business Analyst with strong Wealth Management experience to support delivery of complex financial technology initiatives. · This role will work closely with product owners, engineering teams, and business stakeholders to drive Agile delivery while ...

We are looking for a Technical Business Analyst with strong Wealth Management experience to support delivery of complex financial technology initiatives. · Facilitate Agile ceremonies including sprint planning, daily stand-ups, sprint reviews, and retrospectivesRemove impediments ...

We're hiring a Wealth Advisor on behalf of our client—a wealth management firm in Charlotte, · NC. · Inherit established client relationships · No business development — pure relationship management · Strong planning team to support technical prep · Warm, stable, people-first cul ...

We are seeking a Client Service Associate (CSA) to be the operational and service backbone of the firm. · Highly organized and detail-oriented · Calm, professional, and trustworthy · ...

+ Build, manage, and grow a personal book of business+ Develop customized strategies including retirement planning, wealth management, risk management, and estate planning (where licensed)+ Maintain strong, long-term client relationships through regular reviews and proactive comm ...

+Wealth Manager who want the freedom to build and grow their own practice while leveraging the resources, support, and national platform of a respected independent financial services firm. · +Series 7 & 66 (or 65) · Life/Health/LTC Insurance Licenses · ...

The Senior Wealth Manager serves as the trusted advisor to our affluent clients and their families. · ...

Vanguard is seeking Relationship Managers for its Advice & Wealth Management division.Manage a book of business composed of self-directed ultra-high-net-worth clients. · ...