- 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
- First National Bank of Omaha (Frisco, TX)
- …Relationship Management:** Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with ... equivalent experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7...variety of benefits designed to keep you and your family physically and financially healthy. Not only do we… more
- BP Americas, Inc. (Houston, TX)
- **Entity:** Production & Operations **Job Family Group:** Finance Group **Job Description:** **About bpx Energy** At bpx energy, a wholly owned subsidiary of bp, we ... in organizational efficiency, lower operating costs and improve return on investment . Be comfortable pulling public peer financial and operating data. Become… more
- Deloitte (Fort Worth, TX)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators… more
- Scotiabank (Houston, TX)
- …role, you will be responsible for the implementation and on-going support of our Investment Data Hub (IDH), a platform built on the Enterprise Data Management (EDM) ... + Participate in engagement with key partners and stakeholders to understand investment data and reporting requirements and participate in design, planning, testing,… more
- Citigroup (Houston, TX)
- …NE is an intermediate level position responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the ... structure; liability management; liquidity and funding strategies; risk management; and investment solutions. Unique to Citi, Corporate Bankers are also responsible… more
- Charles Schwab (Houston, TX)
- …10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. + ... Understanding of traditional investment styles and vehicles (ie, separately managed accounts, ETFs,...service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental,… more
- Thrivent Financial (Dallas, TX)
- …large existing client base , and have the ability to help your friends, family and natural market + Access robust tools like the Thrivent Planning Platform, ... financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed… more
- Charles Schwab (Westlake, TX)
- …trading, technology and practice management offerings for independent Registered Investment Advisory (RIA) firms. We provide access to sophisticated ... wealth-management services that help more than 15,000 independent investment advisors attract and retain affluent clients, as well as profitably grow and succeed in… more
- Boardwalk Pipeline Partners (Houston, TX)
- …development through early commercial alignment, technical scoping, permitting strategy, and investment readiness. You will drive projects from ideation to Sanction / ... Final Investment Decision, which can include those exceeding $1 billion...national origin, veteran, or disability status. Job Details Job Family Eng & Constr Job Function Project Mgmt Pay… more