- Bank of America (Cypress, TX)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Dallas, TX)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Fort Worth, TX)
- …of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing ... center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Cushman & Wakefield (Dallas, TX)
- …delivery work streams: facilities management, commercial management, project services, brokerage services and portfolio administration * Complete understanding of ... experience with at least 6 years at the Facility Manager level * Broad commercial real estate and financial...background with 12+ years of relevant experience as portfolio/asset manager with expertise in all facets of facility/property operation… more
- Deloitte (Fort Worth, TX)
- …as general health and group benefits skills. Key Responsibilities + Lead project manager for specific projects or key workstream lead on larger projects. + Evaluate ... Pharmacy Benefit Manager (PBM) contracts, deal terms, and financial proposals. +...contracts. + 5+ years of experience in consulting or brokerage in US health/welfare benefits. + 3+ years of… more
- First Horizon Bank (Dallas, TX)
- …exam findings, concerns, delays, or borrower limitations to deal team and Field Exam Manager on how the exam is progressing and provide periodic updates to other ... and communicate any issues with the scheduling of exams to the Field Exam Manager . Evaluate past exams and determine the most cost-effective way to schedule and… more
- Charles Schwab (Austin, TX)
- …and advisor-sponsored banking and personal trust services to complement Schwab's brokerage capabilities. Business trust services are provided for entities seeking ... custody services for employee benefit plans. Reporting a Senior Manager or Director in the Bank enterprise team, the...draft audit observations for review by the Internal Audit Manager /Senior Manager (and above levels) and subsequent… more
- Charles Schwab (Westlake, TX)
- …operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist to help ... + Solid understanding of regulatory and compliance policies associated with brokerage business + Demonstrated experience handling client concerns and issues with… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... + Occasionally need guidance from peers and / or manager as the team's operating procedures and technology is...dependencies. + Have good working relationships with team members, manager , and peers. + Improve team development related processes… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... including **PAS (Privileged Account Security)** , **PSM (Privileged Session Manager )** , and **AAM (Application Access Manager )**...Session Manager )** , and **AAM (Application Access Manager )** is a plus. + Familiarity with **Security best… more