- World Insurance Associates, LLC. (Dallas, 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
- American Heart Association (Dallas, TX)
- …Heart Association Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational ... and financial reality. The role manages core financial ...reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling 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
- Bank of America (San Antonio, TX)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....client materials and follows up on all client and Financial Advisor (FA) requests + Assists with… more
- Bank of America (Austin, TX)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....client materials and follows up on all client and Financial Advisor (FA) requests + Assists with… 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
- Charles Schwab (Westlake, TX)
- …create a strong positive client experience. Serving individual investors, registered investment advisors (RIAs), retirement plans, and other institutional ... prioritize the investments we make in them. Within WAS, Investment Offers & Solutions (IOS) is responsible for managing...a revenue stream which is vital to Schwab's overall financial health. Within IOS, Managed Accounts Solutions (MAS) is… more
- JPMorgan Chase (Plano, TX)
- Serve as a trusted advisor on a range of legal and regulatory issues and guide stakeholders on how those legal requirements are internally documented and maintained. ... can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we… more