- Regions Bank (Houston, TX)
- …investment allocations, goals and objectives; typically manages large and/or complex client relationships + Consistently generates large new business ... acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external … more
- Truist (Webster, TX)
- …regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. 8. Participate in the ongoing implementation and development ... Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- First Horizon Bank (Dallas, TX)
- …TN, Houston, TX, Dallas, TX, or Miami, FL** **Job Summary:** The DocuSign Business Analyst supports the DocuSign Product Owner in enhancing, implementing, and ... Business , Information Technology, or related field preferred. + Experience as a Business Analyst or similar role, ideally with exposure to DocuSign or… more
- Oracle (Austin, TX)
- …You will be a member of a team dedicated to supporting a single, prominent client in the midwestern United States, known for the excellent care they provide to ... The work you do will directly contribute to the client 's success, both in supporting their clinicians with workflows...Position Overview: We are seeking a highly experienced Nursing analyst to collaborate directly with clients at a prominent… more
- Oracle (Austin, TX)
- …with management - Portfolio Manager and the roles within the pods (eg, Business Analyst , Integration Specialist, QA, etc.) and contribute to strategic planning, ... teams in strategy development and execution by providing subject matter business /technical expertise in Oracle Products especially products that fall under OCI… more
- Oracle (Austin, TX)
- …with management - Portfolio Manager and the roles within the pods (eg, Business Analyst , Integration Specialist, QA, etc.) and contribute to strategic planning, ... teams in strategy development and execution by providing subject matter business /technical expertise in Oracle Products especially products that fall under OCI… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client , a $7B Utility company is looking for a Corporate Accounting Manager to lead a team focused on general ledger accounting for holding ... In addition, this position oversees certain accounting processes across all business segments. Essential Functions + Ensure that all necessary general ledger… more
- Norstella (Austin, TX)
- …years of experience in Product Management or a closely related role (eg, Product Owner, Business Analyst , Data Analyst ), preferably at a life science or ... and business priorities. + Partner with customer success, sales, and implementation teams to gather requirements, understand client pain points, and… more
- Cognizant (Austin, TX)
- …client engagements end to end for STP transformations: discovery, solution design, business case, implementation roadmap, and benefits realization. . Drive ... and go-to-market materials; represent the practice in webinars and analyst engagements. **Work model:** We believe hybrid work is...on the project you're engaged in, as well as business and client requirements. Rest assured; we… more
- City National Bank (Houston, TX)
- …allocation within client 's investment objects and risk tolerance. * Trade implementation and strategic rebalancing for new and existing client accounts. * ... adjustments to their investment strategies as needed. * Attend client meetings. * Business Development * Work...of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S… more