- Robert Half Finance & Accounting (Crowley, TX)
- …to provide clear insights. * Evaluate and recommend private and public investment opportunities, conducting thorough due diligence. * Track investment ... recommendations to enhance financial outcomes. * Oversee residential and investment real estate portfolios, including vendor relations and capital improvements.… more
- Citigroup (Dallas, TX)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- Charles Schwab (Austin, TX)
- …Demonstrated hands-on expertise designing and implementing solutions in the investment /wealth services industry + Proven experience architecting and integrating ... + 5+ years experience designing, developing, and integrating solutions in the investment services industry + Excellent communication skills, with the ability to… more
- Charles Schwab (Westlake, TX)
- …and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated ... financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be… more
- JPMorgan Chase (Plano, TX)
- …**Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.** **Job Responsibilities:** + ... others + Foundational knowledge in a goals-based approach to investing + Deep investment and product knowledge, and the ability to articulate complex investment … more
- JPMorgan Chase (Fort Worth, TX)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- JPMorgan Chase (Dallas, TX)
- …experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, philanthropy and grant ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- JPMorgan Chase (Dallas, TX)
- …and deliver ABL solutions alongside debt capital markets, commercial and investment banking coverage, financial sponsor coverage, and risk partners. In this ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Ford Motor Company (Austin, TX)
- …key performance indicators (KPIs) to track the progress, success, and return on investment (ROI) of transformation initiatives. + Enhance the use of data analytics ... benefits package that includes generous PTO, retirement, savings and stock investment plans, incentive compensation, and much more. You will experience a… more
- HP Inc. (Spring, TX)
- …in close collaboration with internal stakeholders and external groups such as investment banks and advisors. + Apply rigor, financial acumen and strategic business ... Development roles within major corporations, along with a background in investment banking, consulting, or private equity. **_Knowledge and Skills:_** + Judgment… more