The Wealth Management Summer Analyst Program at Bank of America's Merrill Wealth Management is designed to provide an opportunity for individuals passionate about helping support clients reach their financial goals. This program offers exposure to the Merrill Wealth Management organization, including investment and banking products and solutions, relationship building, digital capabilities, and client interaction. Interns will assist with client service opportunities, client engagement, and relationship management, while also participating in formal training, on-the-job support, educational speaker events, and mentorship.

WEALTH MANAGEMENT SUMMER ANALYST PROGRAM - MERRILL WEALTH MANAGEMENT 2025

Wealth Management Summer Analyst

As a Mid-Level Business Analyst, you will be responsible for analyzing business requirements, configuring Workday Financials, and providing support to end-users. You will leverage your advanced proficiency in Workday Financials to ensure successful project delivery. This role involves analyzing business requirements, translating them into Workday Financials configurations, collaborating with cross-functional teams for successful implementation, providing end-user support and training, conducting system testing and troubleshooting, and maintaining documentation of business processes and Workday Financials configurations.

workday budgets and assets consultant / business analyst

Workday Budgets and Assets Consultant / Business Analyst

The Value Experience Group at SAP Concur is focused on equipping, educating, consulting, and partnering with customers to elevate every experience and provide insights that lead to positive outcomes for today's business challenges. This role involves engaging with internal and external customers to produce value strategies aligned with their key strategic initiatives, conducting data analysis, and developing industry-specific performance indicators and benchmarks. The position requires a constant learning and collaborative mindset, with a focus on developing thought leadership and real-life application of business/process acumen across multiple delivery channels.

Value Consulting Advisor

The Wealth Credit Portfolio Manager at Truist underwrites and manages the most complex and largest credit relationships for Truist Wealth, overseeing portfolio management activities on assigned loan portfolios. This role involves identifying emerging credit problems and industry trends, providing technical assistance to junior Credit Portfolio Managers, and acting as a subject matter expert in industry and regulatory trends. The position requires a bachelor's degree in finance, accounting, business, or a related field, along with at least 7+ years of related training and experience in wealth and/or large commercial credit analysis.

Wealth Credit Portfolio Manager

The Senior Wealth Strategist at Fifth Third Bank serves as the primary Wealth Planning expert for high net worth prospects and client relationships, involving complex financial issues and strategies. This role involves partnering with Wealth Management Advisors in the prospecting and client experience, focusing on gaining an effective understanding of the family's current financial situation and developing customized wealth plans. The strategist is responsible for risk management, contributing to thought leadership, and maintaining knowledge of advanced planning techniques.

Sr. Wealth Strategist

Senior Wealth Strategist

The Senior Wealth Planning Analyst at Fifth Third Bank partners with Wealth Strategists, Wealth Management Advisors, and other specialists to deliver the bank's discovery experience to prospects and clients, focusing on those with greater than $10 million investable asset segment. This role involves documenting an understanding of the family's current financial situation, collaboratively developing Wealth Strategies, and producing deliverables in support of material roles in developing and implementing Wealth Plans. Additionally, the analyst assists in training and supervising junior analysts, monitors and disseminates best financial planning practices, and supports production and processing initiatives.

Sr. Wealth Planning Analyst

Senior Wealth Planning Analyst

The Finance Transformation - Treasury and Working Capital Consultant, Senior Associate at PwC will work alongside CEOs, CFOs, controllers, and treasurers to optimize the structure of their finance functions and improve their contribution to the business. This role involves addressing challenges in achieving appropriate standards of control, efficient back office opportunities, and supporting the business through insight and challenge. The position requires a purpose-led and values-driven leader at every level, with responsibilities including feedback and reflection, delegation, critical thinking, and utilizing a broad range of tools to extract insights from current industry trends.

Finance Transformation - Treasury and Working Capital Consultant, Senior Associate

Ankura is seeking a Director for its Transaction Advisory Services, Financial Services Valuation practice. This role involves managing and developing a staff, overseeing ongoing projects and client relationships, and providing expert valuation services for a variety of financial transactions. The ideal candidate will have a minimum of 5 years of experience in bank valuations for financial reporting purposes, including valuing loan portfolios, core deposit intangibles, and customer relationship intangibles.

Director, Transaction Advisory Services (Financial Services Valuation)

The Wealth Advisor at Ally Financial acts as a fiduciary, working directly with clients and prospective clients to onboard them at Ally. This role involves conducting phone-based discovery processes, documenting client interactions, outbound attempts to cold leads, working with Senior Wealth Advisors to prepare and analyze prospect proposals, and providing advice and planning to prospective clients with less complex financial needs. The position offers a pathway to build skills and knowledge through support for advanced certifications.

Specialist - Wealth Advisor - Lewisville TX or Remote in CO, CA

Wealth Advisor

The Wealth Management Client Associate at Bank of America's Merrill Wealth Management is responsible for providing client service support to potentially multiple Financial Advisors. This role involves supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor's business, while customizing solutions based on their specific needs. The associate serves as the primary point of contact for clients, educating them on bank services and banking offerings, ensuring timeliness, accuracy, and completeness in client materials, and assisting with aligning practices with bank policies.

Wealth Management Client Associate

The Advisory Associate for Deal Advisory & Strategy at KPMG will assist internal team members with providing financial due diligence assistance related to buy-side and sell-side transaction advisory engagements for Fortune 100 companies and private equity investors. This role involves analyzing target company and/or client data to identify key financial performance and operating trends, assisting with designing and creating client-tailored transaction advisory reports, and addressing stakeholder concerns, valuation models, synergies, contractual issues, and accounting and tax reporting implications.

Advisory Associate, Deal Advisory - Financial Due Diligence | Multiple Locations Winter 2026

Advisory Associate, Deal Advisory - Financial Due Diligence

As an Associate in Hedge Advisory & Analytics at SitusAMC, you will work alongside colleagues to run mortgage and hedging analytics, contributing to the development and maintenance of analytics models and related data systems. The role focuses on integrating analytics across departments, with a concentration on mortgage cash flow modeling and mortgage hedging activity. You will analyze mortgage prepayment and credit risk to forecast cash flows of mortgage related assets, and use skills in SQL, Python, and other platforms across large data sets.

Associate, Hedge Advisory & Analytics

The Advisor, Financial Planning and Analysis at Cardinal Health is responsible for providing strategic partnership and objective guidance to business units, leading cross-functional efforts to enable forward-looking, actionable insights, and driving strategic value that influences key business decisions. This role involves executing key deliverables for monthly segment results and variance drivers, participating in the development of annual segment budgets and strategic financial plans, preparing quarterly segment forecasts, and collaborating with various teams to ensure accuracy and timeliness of financial materials.

Advisor, Financial Planning and Analysis

The Private Wealth Management Analytics Strategist - Vice President at Morgan Stanley will lead the execution of Analytics initiatives key to firm objectives, focusing on the Private Wealth Management business. This role involves partnering directly with leadership across the Private Wealth Management business to identify opportunities and recommend solutions for business growth. The position offers a balance of executive communication, problem-solving, and technical skill building, with a focus on data-driven insights and solutions.

Private Wealth Management Analytics Strategist - VP

Private Wealth Management Analytics Strategist - Vice President

The Treasury Solutions Consultant at Truist is responsible for consultative sales of Treasury Solutions products and services to various client groups, focusing on cash flow management, working capital, and risk mitigation. This role involves executing sales plans, fostering relationships with bankers and product partners, managing a portfolio of clients, and providing client services such as receivables, payables, and liquidity solutions. The position is grounded in Truist's Purpose, Mission, and Values and requires collaboration with internal partners to achieve revenue and portfolio growth objectives.

Treasury Solutions Consultant

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