- Comerica (Frisco, TX)
- …for portfolio administration and projects related to Comerica Capital Advisors (stand-alone subsidiary of Comerica Incorporated) and Comerica's warrant portfolio. ... tracking of financials, valuations, Volcker Rule certifications, Comerica Capital Advisors and Comerica Ventures Board reporting, and quarterly regulatory reporting… more
- Toyota (Plano, TX)
- …team, accounting, operational and cross-affiliate groups, and external auditors and outside advisors . **What you'll be doing** Manage all aspects of tax accounting ... tax strategies and mitigate exposures in coordination with external auditor and third-party advisors . + Function as the subject matter expert with the ability to… more
- Texas A&M University System (College Station, TX)
- …limited to, leadership development, training and development for students and advisors , risk management activities, programming and logistics of events, recruitment ... limited to, leadership development, training and development for students and advisors , risk management activities, programming and logistics of events, recruitment… more
- UTMB Health (Webster, TX)
- …guidelines set by the Practice Act of the Texas Board of Physical Therapy Advisors . Serves as a patient advocate assuring the delivery of physical therapy meets ... guidelines set by the Practice Act of the Texas Board of Physical Therapy Advisors Serves as a patient advocate assuring the delivery of physical therapy meets… more
- Capital One (Plano, TX)
- …the ability to work cross-functionally with both business partners and compliance advisors and the ability to work autonomously. In addition, this role requires ... Establishes and maintains strong relationships with Business Areas and Compliance Advisors + Assists in communicating results to Accountable Executives and… more
- Charles Schwab (Westlake, TX)
- …domestic and international broker-dealers and registered retail and institutional investment advisors . The team's scope includes audit execution and oversight for ... Schwab's: (i) client-facing activities supporting retail investors and independent investment advisors on Schwab's platform and their clients; (ii) client product… more
- Texas Veterans Commission (Midland, TX)
- …Disabled Veterans and Special Disabled Veterans. Our Rural Veterans Career Advisors conduct interviews to assess Veteran client needs, disseminate information ... workforce development programs and services. In addition, Rural Veterans Career Advisors advocate for Veterans employment and training opportunities with business,… more
- Truist (Dallas, TX)
- …products, and trends. **Grow and Integrate the Business:** 7. Support Advisors in execution of our partnership initiatives and dispositioning referrals within ... provide education and options for succession planning and book transitions to Advisors . 17. Effectively partner with National Sales to ensure Advisor development… more
- Charles Schwab (Westlake, TX)
- …Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You ... Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you… more
- TIAA (Frisco, TX)
- …by implementing strategies across all channels to build relationships with financial advisors with a focus on building sustainable organic growth through both ... Consultants across all channels to build and maintain relationships with financial advisors , focusing on retention as well as sustainable, organic growth. +… more