- Charles Schwab (Austin, TX)
- …and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today's markets. The team partners closely with ... clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics… more
- SitusAMC (Dallas, TX)
- …- come join our team! Company Description Our client, a global and independent investment management firm, manages over $1.8 trillion in Investments on behalf of ... post-closing. + Provide necessary items and loan documents to asset management and loan servicer post-closing. +...receive a discretionary bonus as determined by bonus program guidelines , position eligibility and SitusAMC Senior Management … more
- SitusAMC (Austin, TX)
- …overall management of an assigned primary servicing function within Situs Asset Management (SAM) and will oversee daily operations and reporting obligations ... and various 3rd parties. Essential Job Functions: + Manage research requests, supporting asset management team in addressing borrower, investor, or 3rd party… more
- JPMorgan Chase (Austin, TX)
- …new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Santander US (Dallas, TX)
- …in the financial services industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey that empowers you to explore ... Testing & QC Leader monitors activities to minimize the Corporate & Investment Bank's (CIB) exposure to risk. Activities may include quantitative analysis, risk… more
- CyrusOne (Fort Worth, TX)
- …. + Vendor Management for all entities working within the data centers + Asset Management + Management of our asset tracking processes, and ... The Senior Facility Manager will manage the relationship with the third-party facility management provider within his or her region, to ensure that the facilities… more
- JPMorgan Chase (Plano, TX)
- …compliance, or audit roles within financial services. + Familiarity with the FFIEC Management guidelines . + Knowledge / background in Risk and operational risk ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Bank of America (Dallas, TX)
- …internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes ... with medium to large monetary impact according to the established written guidelines and procedures + Responds to moderately complex client inquiries via numerous… more
- Bank of America (Dallas, TX)
- …of the responsibilities. The CPO maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and ... design and execution of credit solutions, and the active management of asset quality. Client facing, the...Prioritization + Attention to Detail + Policies, Procedures, and Guidelines + Product Management + Strategic Thinking… more
- Bank of America (Dallas, TX)
- …review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses **Responsibilities:** + Either individually or working ... emerging risks, and reports its findings to various stakeholders, including executive management , the Board of Directors or committee thereof, external auditors and… more