- JPMorgan Chase (Plano, TX)
- The US Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives ... insight. As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on… more
- JPMorgan Chase (Dallas, TX)
- The **Global Trusts & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise and comprehensive ... administration, and management of specialty assets. **Mineral Asset Management ** ("Oil & Gas") is a...Manages a book of accounts + Maintains appropriate fiduciary risk management processes with the appropriate level… more
- Nuveen Investments (Dallas, TX)
- …This job builds strong relationships and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients as well ... **Required Qualifications** + Minimum 5 years of experience in wealth management or financial services + FINRA...today weʼre a market-leading retirement company fueled by world-class asset management . But weʼre not just another… more
- Regions Bank (Houston, TX)
- …a broad range of wealth products and services including; financial planning, asset management , personal trust and estate planning, insurance and risk ... of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a...management and maintenance, and manages all elements of risk and compliance needs for the book of business,… more
- Truist (Houston, TX)
- …of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries 2. Experience with UHNW clients ... Identifies at risk situations and keeps appropriate team members and management informed. 4. Technology: Maintain proficiency in all planning software as well as… more
- TIAA (Frisco, TX)
- …retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management . But weʼre not just another legacy financial services ... ** Wealth Advisor** Supported with a robust array of...financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in… more
- Wells Fargo (Dallas, TX)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. ... Specialty Asset Manager to support Closely Held Asset Management within its Wealth ...assets held in fiduciary accounts, client acquisition and relationship management + Assess risk and ensure compliance… more
- Wells Fargo (Irving, TX)
- …Lending team. The AIF Custom Lending team is working to underwrite Alternative Asset Management Company Co-Investment Lending Programs. These are loans via a ... "program" provided to a group of partners & employees that work at alternative asset management companies. The loan terms and documents are set for the program,… more
- S&P Global (Dallas, TX)
- …in the operations of companies responsible for servicing a wide range of asset classes. + Chance to enrich your professional network by interacting with client ... management teams, industry experts, and analysts across North America...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- JPMorgan Chase (Plano, TX)
- …our business in an ever-changing landscape. In this role you will be aligned to support ** Asset & Wealth Management 's US Wealth Management Client ... serving as a mentor to help them develop their risk management skills and domain knowledge **Required...qualifications, capabilities and skills:** + Experience with Banking/private banking, wealth management , and/or asset … more