- JPMorgan Chase (Richardson, TX)
- …including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (eg completion ... within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational… more
- GuideOne Insurance (Dallas, TX)
- …overall strategy, execution, and profit and loss performance of the GuideOne Programs business unit . This role ensures alignment of long-term strategic and ... record of securing favorable agreements. + Deep knowledge of insurance operations, risk management, and business operations. Compensation: + $138,000 - $175,000… more