- IQVIA (Dallas, TX)
- …the team in the areas of project planning, execution, and close-out; financial management; communications; and milestone deliverables. May perform role of Data Team ... guidelines, SOPs, policies, and, where available, CDM guidance documents. **Essential Functions** Client Management: + Serve as primary point of contact for customer… more
- Bank of America (Frisco, TX)
- …The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Regions Bank (Atlanta, TX)
- …role will be expected to develop strong working relationships with client management, internal teammates, credit officers, and other bankers. **Primary ... and negotiates complex PWM credit products to both competitively meet unique PWM client credit needs and minimize credit risk + Prepares credit packages for new… more
- City National Bank (Austin, TX)
- *RESIDENTIAL MORTGAGE ANALYST / MORTGAGE QC LEAD* WHAT IS THE OPPORTUNITY? The Residential Mortgage Analyst / QC Lead plays a critical role in ensuring compliance, ... entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal… more
- Deloitte (Austin, TX)
- …Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project ... with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now!...legal entity management, preferably in the context of the financial services industry + Aptitude and commitment to continue… more
- Truist (Dallas, TX)
- …in processing all potential loans (both agency and non-agency execution). Manage the analyst pool to sufficiently train and develop them along with a managing their ... for a competitive bridge loan vehicle. This product, offered through Truist Financial Corporation and in partnership with Grandbridge Real Estate Capital, will focus… more
- S&P Global (Houston, TX)
- …**:** **Director, Relationship Management** **The Team:** We're seeking a dynamic, client -focused Relationship Manager who thrives at the intersection of energy ... revenue growth by aligning our world-class data, analytics, and insights into client strategies and evolving market needs. **Responsibilities:** + Serve as the… more
- Fujifilm (College Station, TX)
- …invoices, vendor statements, ADP payroll transactions, and journal entries. + Lead financial audits (internal, governmental/ client ) as needed or in support of ... with generally accepted accounting principles and in accordance with financial management techniques and practices appropriate within the contract manufacturing… more
- City National Bank (Dallas, TX)
- …CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - Certified Anti-Money Laundering Specialist Or ... data analytics that provide the insights. * Relationship Building and Client Experience: Supports the Audit Director proactively in their ongoing monitoring… more
- Banc of California (Austin, TX)
- …Required: + At least two years' experience as a Venture Banking Portfolio Analyst or comparable experience at a financial institution, venture capital/private ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more