- Charles Schwab (Westlake, TX)
- …of ERISA on the provision of investment advice in brokerage and investment advisory retirement accounts. + Excellent communications skills and ability to ... for a Director, Legal Counsel to support multiple retail-focused broker-dealer and investment adviser business units and work daily with managers, directors, and… more
- World Insurance Associates, LLC. (Houston, TX)
- …/ private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications + Must have proven experience with ... World Insurance Associates ("World") is a unique financial services organization with a global network of...insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and… more
- JPMorgan Chase (Plano, TX)
- …Product and Technology teams within Global Banking, establishing yourself as a trusted advisor . As a Global Banking Finance & Business Manager, Vice President within ... direction. Be part of a dynamic and evolving group, contributing to financial planning, resource management, and program governance. This role requires strong… more
- JPMorgan Chase (Plano, TX)
- … financial domain. **Job responsibilities** + Understands the vision for the WM Advisor & Investment Solutions Platforms strategy and create the data & ... They will be comfortable working with large and complex financial data sets, and have a track record of...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Wells Fargo (Austin, TX)
- …seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
- Ford Motor Company (Austin, TX)
- …compensation, and a comprehensive benefits package that includes generous PTO, retirement , savings and stock investment plans, incentive compensation, and ... overall strategic objectives, including Ford+. This leader will optimize financial efficiency, productivity, and capabilities by leveraging cutting-edge technologies… more
- JPMorgan Chase (Plano, TX)
- …the Senior Lead Software Engineer at JPMorganChase within the Asset Wealth Management Tech Investment Advisor Team, you are an integral part of an agile team ... influence enterprise architecture and platforms. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of… more
- JPMorgan Chase (Dallas, TX)
- …last 160 years, we have been serving the world's wealthiest families as wealth advisor , trustee and investor. We have over 500 fiduciary professionals, located in 19 ... experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, philanthropy and grant… more
- Wells Fargo (Austin, TX)
- …(Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
- JPMorgan Chase (Plano, TX)
- …optimize business performance by promoting key initiatives and acting as a trusted advisor to the Cybersecurity & Technology Controls team. You will be responsible ... lines of business. **Job responsibilities:** + Provide timely and accurate financial forecasting and reporting which includes monthly financials, allocations, and… more