15575 Financial Planning Jobs - Page 9

We are seeking a versatile, results driven Business/Operational Analyst who combines business analysis, reporting and project management capabilities. This role will bridge the gap between business needs and technical delivery, translate complex data into actional insights and lead cross functional initiatives from concept through execution. This role is essential for driven data-informed decision making, delivering high quality reports and ensuring projects and operational processes are executed timely. Design, develop and maintain standardized and ad hoc reports, dashboards and KPIs.Ensure reports are accurate, timely, auditable and aligned with MRM policy and procedures; implement version...

Detail-oriented professional to manage and execute digital content updates across our web platforms using Bloomreach CMS. This role is primarily focused on ensuring accurate, timely, and brand-compliant content publishing while collaborating with multiple business stakeholders. A working knowledge of Agile practices and product ownership principles will be an added advantage, as the position involves supporting sprint planning and backlog management for content-related initiatives. Key Responsibilities Manage and execute content updates on Bloomreach CMS with precision and adherence to brand, compliance, and SEO guidelines. Work closely with multiple business stakeholders to gather requireme...

This role will work in close partnership with the Banking and Cash Solutions Marketing, Communications, Training, Sales Strategy, and Operations team to provide operational support and some project management to support client and advisor engagement strategies. Key responsibilities: Maintain and support ongoing reporting and tracking needs of the Banking and Cash Solutions advisor marketing program, training and webinar engagement Ongoing maintenance and support of business reporting leveraging multiple sources to support team leading and lagging indicator reporting structure Manage activities that support the development and tracking of advisor engagement in key programs within the business...

As part of the EMEA Client Management team, this role focuses on delivering excellent client service by managing onboarding, ongoing support, and change processes. Responsibilities include handling client queries, coordinating with internal teams and transfer agents, maintaining accurate records, and supporting client communications. The role also involves contributing to process improvements, data analysis, and project coordination. Candidates should have 1-3 years of experience in client service within financial institutions, strong communication and analytical skills, and proficiency in tools like Salesforce and Excel. Knowledge of fund management, data insights, and process automation is...

Seeking a Sr. Business Analyst for Reporting and Analytics role in the Corporate Actuarial Operations. The role will be primarily will require understanding the data, providing ad-hoc analysis and work on regular reports. Also, the focus would be on identifying opportunities in creating enhancements to the existing processes. Key Responsibilities Supports process flow visibility/dashboards and the capture/analysis of process metrics and system runtime health. Supports/owns the execution of risk and/or valuation models including the management of inputs, processing, and outputs (results) based on risk and reporting requirements. Requests technical environments and monitors processing logs. Ma...

As Vice President of Global Investment Operations, you will lead a high-impact team responsible for the operational backbone of our investment platform. This role is critical to ensuring the integrity, efficiency, and scalability of our investment operations across global markets. You will oversee core functions such as trade settlement, cash and collateral management, derivatives lifecycle oversight, and position reconciliation, while supporting front-office investment teams and maintaining strong relationships with custodians and counterparties. For this critical senior-level position, we are open to considering candidates based in Minneapolis (USA), Boston (USA), London (UK), Swindon (UK)...

We are seeking a Group Lead Business Analyst for Banking and Cash Solutions to work with Cash Products to manage all data aspects of Cash Product promotions, including list creation, tracking and reporting. The person also back up other staff on rate setting, rate implementation, sweep program tracking and adhoc requests. Strong technical and collaboration skills are required to develop efficient and effective tracking and reporting systems for the promotions Key Responsibilities: Manage all data aspects of Cash Product promotions, tracking, reporting and fulfillment list creation. Provide back-up support for other Pricing Team staff for rate setting, rate implementation, sweep tracking and ...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Key Responsibilities Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trad...

Plan and execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities, present objectives and results to various levels of management. Execute on a structured approach to evaluate and improve the effectiveness of risk management, control and governance processes. Identify control deficiencies, assess exposure and significance, and propose cost effective recommendations. Execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities. Present objectives and results to various levels of management. Execute on a structured approach to evaluate and improve the effectiveness of r...

Serve as a strategic advisor (or consultant) to senior HR and business leaders, leveraging data-driven insights to influence workforce planning, talent strategies, and organizational effectiveness. Lead data management efforts, ensure data privacy and security protocols are followed, and ensure safekeeping of sensitive data. Support incoming requests, such as research, analysis of business need, problem solving, issue tracking, and resolution. Support and execute HR initiatives to help drive more data-based decision making among HR and business clients. Key Responsibilities Product Delivery: Use multiple systems to produce complex and detailed reporting/analytics in response to requests from...

Responsible for Designing, Coding, Testing, Implementing, Maintaining and Supporting Vantage-One based application that is delivered within scope, with high quality, on time and within budget. Work closely with Business partners, & Technology team members to understand business requirements, perform analysis and design of quality technical solutions that comply with the organization's architectural standards. Provide technical guidance to the development team through the full software life cycle. Position Summary: The role involves creating and implementing iOS applications using languages such as Swift, SwiftUI, and Objective-C. The developer will collaborate with designers, product manager...

The Intelligent Automation Senior Manager will be responsible for identifying & leading discovery and supporting design and deployment of the advanced automation solutions. The Senior manager will own all process & Opportunity analysis & documentation through the Discovery phase of Automation life-cycle. He will lead completion of cost-benefit analysis and support design of future state. Key Responsibilities Engage with GAM business leaders to analyze current business challenges & goals to identify & proactively recommend Transformation areas based on industry wins & internal potential. Support different functions in GAM business to build multi-year roadmap for transformation and translate t...

Responsible for managing end-to-end life cycle of client account activities - including on boarding, on-going maintenance, and termination. Role requires high level of organizational acumen and attention to detail to ensure operational accuracy. Effective collaboration with internal and external stakeholders for seamless communication, resolve issues proactively, and uphold service standards. Manage end-to-end on boarding process across diverse account types, ensuring all required documentation is accurately collected, validated, and efficiently processed. Foster collaboration with cross-functional teams for smooth transition of on boarding process and in alignment and adherence with company...

The Technical Lead Network will be a key member of the Network Risk & Compliance team, responsible for ensuring adherence to Ameriprise control frameworks, regulatory requirements, and internal governance standards for network infrastructure and services. This role involves managing compliance processes, risk assessments, and security controls specifically related to network technologies and vendor ecosystems. The position offers an opportunity to work in a dynamic environment, collaborating with global teams to strengthen network risk posture and maintain operational resilience. Key Responsibilities: Perform GRC Controls Attestations for network-related controls and ensure compliance with A...

The Information security Architect should have: Specializes in cloud security, primarily AWS, working consultatively with the Information Security department and Cloud Engineering teams. AWS security experience including Identity and Access Management (IAM roles, policies, federation), network security (VPCs, security groups, NACLs, VPC Flow Logs), data protection (KMS encryption, S3 bucket policies), security monitoring services (GuardDuty, Security Hub, CloudTrail), authentication services (Cognito), application protection (AWS WAF), secure access (Systems Manager, Secrets Manager, Certificate Manager). Ability to drive proof of concepts of existing or new services on AWS or Azure as busin...

Act as the voice of the customer by maintaining key information on personas, user journeys, product metrics and benefits. Partner with key stakeholders to define goals, success criteria and measurable outcomes for delivering ongoing value. Provide effective day-to-day leadership of an agile product team by defining the vision and directing execution of a digital product roadmap. Also, provide strategic and operational leadership to other Product Owners. Key Responsibilities Create compelling product vision - understand business strategy and customer goals.Define Key Performance Indicators (KPIs) for the customer and business. Partner with UX Design Lead and Software Engineering Lead to defin...

Candidate will support and act as the function lead for the containerized applications running on Kubernetes (AWS EKS), Dockers. Including some of the applications running on Apache and Java middleware technologies production environment by pro-actively monitoring and quickly responding to middleware incidents for one or more technologies within the technical area of expertise. Key Responsibilities Candidate will support and act as the function lead for the containerized applications running on Kubernetes (AWS EKS), Dockers. Including some of the applications running on Apache and Java middleware technologies production environment by pro-actively monitoring and quickly responding to middlew...

The candidate will be responsible for preparing Sales and Use Tax returns, Property tax returns, State tax estimate and returns, Premium tax returns, State withholding tax returns, International VAT/GST returns and other associated compliance activities including preparing of Accounts reconciliation, Review Invoices from tax perspective, tax law research etc. Communication with various stakeholders, state tax authorities, vendors and assisting the tax department in resolving notices and tax questions in a fast paced and customer focused environment. Emphasis is on creating and delivering a unique customer experience and provide brilliant customer service. Key Responsibilities Should be able ...

We are seeking an experienced Adobe Platform Support Engineer to manage, maintain, and optimize Adobe Experience Platform including CDP. The ideal candidate should have strong technical expertise in Adobe platforms, troubleshooting skills, and the ability to collaborate with cross-functional teams to ensure seamless platform performance and user experience. Key Responsibilities Provide technical support and administration for Adobe Experience Platform (Adobe Analytics, Adobe Target, Adobe Campaign, Adobe Journey Optimizer, Adobe CJA including Adobe Customer Data Platform (CDP)). Write and develop analytics tagging requirements and WebSDK implementation. Monitor platform health, perform incid...

The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders. Key Responsibilities Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape. Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios. Build and analyze investm...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

Education : B.com (Mandatory) Experience: Minimum 3 years as MIS Executive Duty: Rotational shift with 6 days working About the Role: An MIS Executive in the Accounts & sales Department plays a critical role in managing financial sales data, ensuring accuracy, and supporting management decisions by converting raw accounting data (sales, expenses) into actionable insights using tools like Excel and ERPs. This position is vital for financial planning and operational efficiency. Key Responsibilities: Collect, input, and maintain accurate financial data in systems (SAP, ERPs). Generate daily, weekly, and monthly MIS reports for management. Analyze financial data to identify trends, variances, an...

The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders. Key Responsibilities Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape. Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios. Build and analyze investm...

What You Will Do In this key role, you will support the GCO Finance function through financial planning, forecasting, reporting, and analytics. Youll collaborate with global and regional teams to deliver accurate, timely insights that drive strategic decision-making. Key Responsibilities: Serves as the OPEX Budget Coordinator for key brands within the RDBU business area, with responsibilities for monthly and quarterly OPEX reporting, variance analysis and system management, accrual preparation and review, invoice processing, Purchase Order setup and management, along with ad-hoc analysis as needed. Support the RDBU OPEX lead, brand finance lead and associated brand team with financial planni...

Looking to lead the FP&A function at a profitable, fast-growing (5X growth in past 1 year) Indian startup with global operations on track to become a unicorn? Head/Manager of Financial Planning & Analysis (FP&A) Location : Bengaluru | Job Type : Full-time | Experience : 8-12 years Company Overview Ultrahuman is a profitable, fast-scaling health-tech company on track for a ~$500M valuation. We are revolutionizing metabolic health through wearable technology, real-time analytics, and powerful digital platforms. The finance organization is a key enabler of this growth. As we scale rapidly, doubling every few quarters, this is an opportunity to play a mission-critical role in a company that's re...