- Guardian Life (Austin, TX)
- …Avenue Investment Advisory , you will conduct branch office inspections using risk -based testing methodologies to ensure compliance with FINRA Rule 3110 and, in ... insurance laws. The Lead Compliance Analyst is responsible for developing a risk -based plan for the branch office inspection, executing the plan, and delivering… more
- Bank of America (Fort Worth, TX)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... existing relationships Educates potential and existing clients about investment products, services , and trading strategies offered by the bank Delivers on… more
- Bank of America (Plano, TX)
- …purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager : Ensures proper risk discipline, controls and culture ... CPO) is a highly skilled resource, providing expert level advisory guidance, underwriting, structuring, managing, and negotiating the most...is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit… more
- Bank of America (Forney, TX)
- …**Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the ... goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging expertise. This position… more
- Citigroup (Irving, TX)
- …provides comprehensive relationship coverage along with a full suite of products and services . BCMA (Banking, Capital Markets and Advisory ) Technology is a ... in more than 100 countries, jurisdiction and territories globally. Citi's Banking, Capital Markets and Advisory (BCMA) is one of four divisions within ICG and… more
- Qualus (Austin, TX)
- …lifecycle including proposals, requirements, design, implementation, testing, support, and advisory services . + Communicates well and can self-manage ... in multiple successful startups. Qualus Digital Solutionsprovidessoftware implementation and integration services to help ourcustomers adapt to the rapid change in… more
- Bank of America (Prosper, TX)
- …**Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the ... goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging specialized expertise.… more
- ICF (San Antonio, TX)
- …using comprehensive decision-making skills and professional judgment to ensure quality call services are provided to the service population, especially in crisis ... specialist performance in an exemplary status. + Coordinate referrals, service planning and documentation of services for...confidential information **Working at ICF** ICF is a global advisory and technology services provider, but we're… more
- Bank of America (Bellaire, TX)
- …Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking **Skills:** + ... Advisory + Account Management + Client Experience Branding +...Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client… more
- Bank of America (Mckinney, TX)
- …Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management ... * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention...Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client… more