Program Owner managing and supporting Intel's IDM 2.0 Acceleration strategy while driving global projects and stakeholder coordination. Requires advanced Excel skills and project management experience.
About the role
- Private Wealth Management Analyst role at U.S. Bank focused on high net worth client relationship management and technical investment skills development.
Responsibilities
- Have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Investments.
- Hone the technical aspects of a given specialty area and develop superior client facing skills needed to become a Portfolio Manager Partner.
- Responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities.
- Provide Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.
Requirements
- Bachelor's degree, or equivalent work experience
- Up to three years of related experience
- Good knowledge of departmental operations/policies and U.S. Bank products and services
- Effective interpersonal, verbal and written communication skills
- Strong client facing skills
- Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Well-developed analytical skills
- Pursuit of professional credentials (CFP, CFA, etc.) a plus
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
WebMethods Developer/Business Analyst shaping digital transformation in a financial group while developing and configuring webMethods - based middleware.
Business Analyst at Sicredi evolving credit products and improving finance solutions for cooperatives and associates. Collaborating with teams to enhance business processes and outcomes.
Senior Business Analyst focusing on Ariba tool adoption and procurement improvements at AIG. Engage with global stakeholders and offshore teams to enhance the Source to Pay strategy.
Management Analyst supporting Navy PNT operations through data analysis and problem - solving. Developing recommendations for the Government and preparing configuration reports based on operations.
Business Analyst supporting hospitality technology projects for Arctiq. Focus on documentation, project delivery, and stakeholder engagement for successful go - live readiness.
Senior Analyst accelerating Yum’s enterprise AI transformation by scaling AI literacy and partnering to automate workflows. Championing tools to enhance productivity and improve decision quality.
Business Analyst at EXL delivering solutions for insurance clients through data analysis and process optimization. Collaborating with teams to meet business requirements effectively.
Business Analyst role for digital projects at EXL, a leading data analytics and digital operations company. Responsibilities include analyzing business processes and supporting project implementation.
Alternatives Content Management Analyst developing and maintaining sales content for Mercer. Driving operational excellence and collaboration across teams with a hybrid work arrangement.