- City National Bank (Dallas, TX)
- … Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management , is a leadership role as an auditor-in-charge ... for managing complex Wealth Management audits and assisting the Audit Director ...Personal and Employee Benefit Trust Administration, Retirement and Custody Services , Specialty Wealth Assets, Investment Advisory, Broker/Dealer,… more
- JPMorgan Chase (Dallas, TX)
- …delivering "best in class" client service + Demonstrated understanding of wealth management , trust and estate administration, and/or vendor management ... The **Global Trusts & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise and comprehensive… more
- City National Bank (Dallas, TX)
- *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... practices, governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration,… more
- Truist (Dallas, TX)
- …and supervisory support, creating and maintaining a strong culture of risk management and compliance, delivering our Purpose-Driven Wealth Experience, and ... years of leadership experience in coaching relative to sales and relationship management in the Wealth Brokerage/Advisory industry. 3. Financial Industry… more
- TIAA (Frisco, TX)
- …corresponding opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing ... informed and robust solutions. + Develops and implements territory management and advisor segmentation strategies to ensure Wealth Advisor Consultant teams are… more
- Comerica (Dallas, TX)
- …requirements. This position will also work across the enterprise to deliver the Wealth Management investment process and value proposition. This role will be ... position will work with partners in Trust & Fiduciary Services and Wealth Planning to align client...consistently provides consultative investment expertise and advice to all Wealth Management 's clients. Consistently apply all facets… more
- Citigroup (Irving, TX)
- …consumer banking and credit, corporate and investment banking, securities brokerage, transaction services , and wealth management . Our core activities are ... **Analytics & Data Science Data Rules & Exception Management Director ** **(Hybrid)** **About Citi** Citi,...trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive… more
- DriveTime (Dallas, TX)
- …which is one of the country's leading financial servicing providers. Bridgecrest services roughly $17 billion in finance receivables for DriveTime and other third ... parties. We service auto loans across a wide credit spectrum with...Nice, But What's the Job?** In short, as the Director of Quality you will help lead both the… more
- S&P Global (Houston, TX)
- …the Role:** **Grade Level (for internal use):** 12 **The Role** **:** ** Director , Relationship Management ** **The Team:** We're seeking a dynamic, client-focused ... and fostering collaboration across all Commodity Insights products and services . As a key member of our Upstream Commercial...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Charles Schwab (Austin, TX)
- …experience in leading/performing a sophisticated compliance function within a wealth management and/or advisory enterprise encompassing product development ... stakeholders to support the continuing growth of Schwab's asset management business. You will focus on: (a) strategic initiatives...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more