- Bank of America (Frisco, TX)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/FRISCO/Divisional-Managed-Investment-Consultant\_25014901-2) **Job Description:** At Bank of America, we are ... make an impact in the communities we serve. At Bank of America, you can build a successful career...**Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning + Active… more
- JPMorgan Chase (Plano, TX)
- …communicate clearly and confidently with all levels of management , including senior management within the Global Private Bank & AWM + Ability to articulate ... JP. Morgan Asset & Wealth Management Finance and Business Management ("AWM...This position will report directly to the Global Private Bank (GPB) Deposit & Mortgage CFO. This role will… more
- US Bank (Irving, TX)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...+ Knowledge/practical use of IT service, change and problem management + Working knowledge of system software infrastructure, distribution… more
- JPMorgan Chase (Plano, TX)
- …communicate clearly and confidently with all levels of management , including senior management within the Global Private Bank & AWM + Ability to articulate ... JP. Morgan Asset & Wealth Management Finance and Business Management is...under the Chief Financial Officer of the Global Private Bank Annuities & Life Insurance division. The position involves… more
- Fifth Third Bank, NA (Dallas, TX)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: This position is responsible for managing and deepening relationships with ... the bank 's largest and most strategically significant insurance clients-firms with...financial solutions. In addition to insurance portfolio client relationship management , the role includes partnering with Private Equity firms… more
- City National Bank (Austin, TX)
- …mortgage. * May identify business opportunities and solicit referrals of other Bank products or services from existing clients, referral sources and other ... the documentation and closing of loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment… more
- Bank OZK (TX)
- …the growth and success of our lending operations by harnessing the Bank 's internal resources and leveraging your expertise in mortgage originations. Responsibilities ... Job Functions + Convert internal leads generated by the Bank into mortgage loans. This involves timely and professional...job functions, duties, skills, and standards may be added. Management reserves the right to add or change the… more
- Commerce Bank (Dallas, TX)
- …Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting ... a group of relationship officers and will work with management to develop and execute a plan to deliver...adequately staffed and trained to meet current and future bank needs. Essential Functions + Create plan for team… more
- JPMorgan Chase (Houston, TX)
- …Management serves clients across the entire wealth spectrum. It includes the Private Bank , JP Morgan Securities, and Chase Wealth Management . The Wealth ... Life Insurance Specialist will provide support to advisors across JP Morgan Private Bank on utilizing life insurance solutions to meet client investment and income… more
- Citigroup (Dallas, TX)
- …understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by ... In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely...client net revenue annually in core product areas: investment management , capital markets, and banking & lending + Create… more