- City National Bank (Austin, TX)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent… 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
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Senior Planner will serve as a conduit between the financial advisor , client and the home office...ability to execute. The candidate in this role achieves success by leading his/her own team and through others,… more
- Palo Alto Networks (Plano, TX)
- …the unique ideas of every member of our team contributes to our collective success . Our values were crowdsourced by employees and are brought to life through each ... 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities -...will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos… more
- Charles Schwab (Austin, TX)
- …candidate for this role to work on site in the specified location(s). Advisor Services Technology (AST) exists to support the premier digital custodial platform for ... enable simplified and intuitive technical solutions for their operational needs. In Advisor Services Technology (AST) this team directly supports Advisor Trading… more
- CBRE (Houston, TX)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... limited, to the following: P&L, Contract Management and Governance: * Accountable for financial performance of a global, 3X account * Indirectly leads the resources… more
- Texas Tech University (Lubbock, TX)
- …Chief Audit Executive **Position Description:** The Chief Audit Executive (CAE) is a trusted advisor to the Board of Regents and the Chancellor, serving as a servant ... Functions:** **Strategic Leadership & Board Partnership** * Serves as the principal advisor to the Audit Committee, Board of Regents, Chancellor and TTUS on… more
- PNC (Houston, TX)
- …feel respected, valued and have an opportunity to contribute to the company's success . As a Summer Intern within PNC's Asset Management Group organization, you will ... corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to… more
- Wells Fargo (Dallas, TX)
- …for more? Find it here.** At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering ... + **Advise leadership and communicate insights:** Act as an advisor to leadership to drive performance and initiatives, and...or the enterprise, as well as good understanding of financial crimes, operational risk, audit, legal, credit risk, market… more
- JPMorgan Chase (Dallas, TX)
- …will support you in getting there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and ... offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets,… more