- Truist (Houston, TX)
- …the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of ... levels regarding securities transactions and brokerage accounts. 7. Effective time management skills. 8. Ability to communicate effectively and professionally with… more
- Wolters Kluwer (Coppell, TX)
- …R&A segment needs, opportunities, and performance data * Guide message development to ensure consistent and differentiated positioning across channels _Campaign and ... data to inform marketing decisions + Exceptional communication and stakeholder management skills + Experience working in matrixed and highly collaborative… more
- Omni Hotels (Austin, TX)
- …Director of Finance supports the Director of Finance in all aspects of financial management and accounting operations for the hotel. This role serves as the ... and nurture their growth has led to the company's highest rating in associate satisfaction and an impressive internal promotion rate. We embody a culture of… more
- JPMorgan Chase (Plano, TX)
- …against budget/forecast/targets, key business drivers and sensitivities + Assist in the development of management reporting and improve the financial reporting ... performance, providing value-adding analyses, and presenting information and ideas to senior management within Global Real Estate, to the major lines of business,… more
- Zurich NA (Houston, TX)
- Underwriting Specialist Management Liability Public D&O 126415 Invest in your career with an industry you can bank on Insurance! We are currently looking for an ... experienced Management Liability Underwriter Public Company and work out of...over your own activities and decisions + Use your financial/credit/ accounting acumen along with your analytical and customer focus… more
- Regions Bank (Dallas, TX)
- …to independently manage the largest client relationships + Advanced relationship management , business development and presentation skills + Advanced sales, ... section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the… more
- TIAA (Frisco, TX)
- …platform + Proficient in Excel \#LI-KD2 Related Skills Accountability, Accounting Standards, Business Acumen, Client Relationship Management , Collaboration, ... Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management , Financial Statements, Fund Accounting , Market/Industry Dynamics,… more
- Regions Bank (Houston, TX)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, ... IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of… more
- Kestra Financial (Fort Worth, TX)
- …data gathering, modeling, case design, scenario building, and plan and presentation development . Summary The Associate /Service Advisor reports to the Lead ... Symonds Wealth Management , a comprehensive financial planning and investment firm...including investment processing as well as planning assistance. The associate will need high attention to detail as they… more
- AON (Dallas, TX)
- Early Careers: Mergers & Acquisitions Specialist ( Associate Project Manager) Looking to explore a career in Mergers & Acquisitions? Do you enjoy building ... Acquisitions team! We are currently looking to hire an Associate Project Manager into our Dallas Mergers & Acquisitions...is different These roles fall under Aon's Early Career Development program, known as Launch. Building on the … more