• Head of Trust Client Solutions

    TIAA (Dallas, TX)
    …and Trust Processors specializing in Trust Operations, client interactions, tax servicing, account terminations, and comprehensive account servicing + Hold ... reports + Ensure all accounts comply with legal, regulatory, and internal fiduciary operation procedures + Achieve satisfactory audit results through robust control… more
    TIAA (09/08/25)
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  • Senior Counsel, Compensation & Benefits

    WM (Houston, TX)
    …disputes involving operation of the compensation and benefit plans + Assisting Plan Fiduciary and Settlor Committees and other Plan Advisors with governance issues + ... Severance Plans and Agreements + Advising on complex 162(m) tax deduction, 409A deferred compensation and 280G parachute payment...compensation and 280G parachute payment issues + Supporting annual tax and audit processes related to the plans +… more
    WM (08/31/25)
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  • Wealth Advisor III - Houston

    Truist (Austin, TX)
    …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
    Truist (09/02/25)
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  • Portfolio Strategist

    Toyota (Plano, TX)
    …pension investment guidelines to ensure the Plan is governed according to the fiduciary standards of ERISA and benefit payment obligations are fulfilled. Develop a ... services related to prenatal services, adoption, childcare, schools and more + Tax Advantaged Accounts (Health Savings Account, Health Care FSA, Dependent Care FSA)… more
    Toyota (08/26/25)
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  • Chief Financial Officer (CFO)

    EMCOR Group (Manchaca, TX)
    …Job Title: Chief Financial Officer Reports to: President (with functional and fiduciary reporting to CFO, EMCOR Construction Services) Location: Manchaca, TX FLSA ... documents as needed and ensure that changes in labor rates, insurance rates and tax rates are communicated timely and accurately. + Review contracts and leases prior… more
    EMCOR Group (08/21/25)
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  • Athletics Business Manager

    Tarleton State University (Stephenville, TX)
    …department liaison for issues related to accounting, finance, budget, travel, insurance, tax , and human resources ensures that department processes are in compliance ... to the VP of Intercollegiate Athletics on all contracts with a fiduciary impact. Reconciles revenues and expenses within department trust and operating funds.… more
    Tarleton State University (08/20/25)
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