- Broadridge Financial Solutions (Coppell, TX)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... and application development groups to resolve issues promptly. + Apply performance management tools and techniques to ensure optimal response times in high-volume… more
- Broadridge Financial Solutions (Coppell, TX)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... such as updating compliance trackers, filing documentation, and preparing reports for management review. Qualifications: + 5+ years experience working as an Sr.… more
- Broadridge Financial Solutions (Coppell, TX)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... Master Experience with a Software Development team + 5+ years of project management experience in the financial services or technology industry + 5+ years experience… more
- Charles Schwab (Westlake, TX)
- …address client or prospective client goals, such as: retirement, college, risk management , asset allocation, and estate planning needs. After setting realistic ... on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The… more
- Broadridge Financial Solutions (Coppell, TX)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... levels are maintained. Requirements: + Strong analytical, organizational, and process management skills + Advanced verbal and written communication skills + Ability… more
- First Horizon Bank (Houston, TX)
- …Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US The Company and its subsidiaries offer ... relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned...commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital… more
- CIBC (Palisades, TX)
- …3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME). + **You're a certified professional ... Team, you'll build and grow a dedicated client portfolio through relationship management , financial services support, and exceptional client service. As a Financial… more
- Vanguard (Dallas, TX)
- …trillion in assets. Vanguard's financial advisor clients include broker-dealers, asset managers, bank trust departments, registered investment advisors, and ... lead relationships with approximately 15-20 regional banks across southern states (eg, TX, LA, AL, MS, GA), primarily in...partner to your most sophisticated clients (CIOs, heads of wealth , head of due diligence, etc.), aligning long-term plans… more