- Truist (Houston, TX)
- …research reports. 5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc) Level -specific ... companies 3. Builds models at the industry and company level , including market and market share forecasts, revenue, EPS,...or a FINRA waiver for those who have completed CFA II. 3. Minimum of 5 years of related… more
- Citigroup (Irving, TX)
- The Technology Audit Manager is an intermediate level role responsible for performing moderately complex Technology audits and assessments of Citi's risk and control ... function, or legal entity at the regional or country level + Leverage a comprehensive expertise to manage a...years of relevant experience . Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Effective comprehension… more
- City National Bank (Houston, TX)
- …firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is ... * 3 plus years delivering formal client presentations * CFA - Charter Financial Analyst (or in process of...assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical… more
- TIAA (Dallas, TX)
- …Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the ... CFP or CFA certification, TIAA will cover the cost of obtaining...preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level ** 8IC Related Skills Business Development, Client Relationship Management,… more
- Truist (Fort Worth, TX)
- …clients. Responsible for developing and deepening client relationships through needs-based, high- level client service and through delivery of the full suite of ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the...background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment… more
- First Horizon Bank (Dallas, TX)
- …Communicate findings, root causes, and risk implications clearly and concisely to executive- level stakeholders. + Monitor and report on the status of remediation ... (IIA) Standards Certification or License required (CIA, CISA, CPA, CFA , CRCM, CIFRS, Series 6, 7, or 24, etc.)....LICENSES, REGISTRATIONS** Certification or License required (CIA, CISA, CPA, CFA , CRCM, CIFRS, Series 6, 7, or 24, etc.)… more
- City National Bank (Dallas, TX)
- …* Completes all required training. * Acts as a role model/mentor to lower level Auditors * Enhances and maintains morale of the audit staff * Performs on-the-job ... training of lower level auditors * Evaluates and provides performance feedback to...CPA - Certified Public Accountant CPA, CIA, CISA, or CFA *Skills and Knowledge* * Must possess strong managerial,… more
- Travelers Insurance Company (Richardson, TX)
- …tools in accordance with department guidelines. + Proactively review Claim File Analysis ( CFA ) for adherence to quality standards and trend analysis. + Utilize diary ... Recognize cases, based on severity/complexity protocols, that should be transferred to another level of claim professional and refer on a timely basis. + Evaluate… more
- Citigroup (Irving, TX)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... function, or legal entity at the regional or country level + Leverage a comprehensive expertise to manage a...the financial services industry + Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Effective comprehension… more
- Ankura (TX)
- …& Restructuring (T&R) Senior Managing Director role is an executive level position that sells, leads and manages complex restructuring client engagement(s). ... members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts, and achieving revenue… more