- Truist (Austin, TX)
- …facing teammates as well as other leadership in the designated geography, the Wealth leadership team and the Compliance , Supervision and Risk departments to ... of potential areas of risk and emerging risk for Wealth . Following is a summary of the essential functions...for the successful and timely completion of supervisory and compliance initiatives for assigned regions. 3 . Perform… more
- Wells Fargo (Dallas, TX)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant ) in the Alternative Investments group ... as part of Wealth & Investment Management (WIM). Alternative Investment products include...of the asset class, investment offerings, policies, procedures and compliance requirements + Collaborate and consult with peers, colleagues… more
- Truist (Dallas, TX)
- …accounts for adherence to investment and asset allocation objectives and policies. 3 . Keep abreast of changing economic, legal, financial planning, investment trends ... who will enhance business development efforts. 7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant… more
- Parker Hannifin Corporation (Fort Worth, TX)
- …analyzing and interpreting data and making complex comparative analyses. Acts as consultant to management on significant issues. May provide leadership to others on ... Team! We are proud to offer competitive benefits designed with health, wealth and well-being in mind. Our competitive package includes: Benefit & Retirement… more