- Charles Schwab (Austin, TX)
- …from DOL, PBGC, IRS, SEC, etc. + Responding to AML inquiries, ad hoc enhanced due diligence requests, and semi-annual MRB reporting + Annual Form 5500 Schedule H ... oversight and monitoring of Employer Securities. The Specialty Products Manager will serve as a subject matter expert for...the escheatment processes, annual RMDs and required mailings + due diligence reviews for the Schwab Retirement… more
- PNC (Dallas, TX)
- …regarding risk implications of any such exceptions or gaps in coverage. Monitors due diligence process ensuring that all information has been received and ... Analytical Thinking, Contract Review, Cost Controls, Decision Making, Documentations, Due Diligence , Equities **Competencies** Accuracy and Attention to… more
- Grant Thornton (Houston, TX)
- …other transactions-related work + Assist in conducting buy-side and sell-side tax due diligence , advising on tax efficient acquisitions and divestments, advising ... Grant Thornton is seeking a Transaction Tax Senior Manager to join our team in Manhattan, NY....Seven years of qualified Mergers and Acquisitions tax services/ due diligence . + CPA or JD/active law… more
- Realtor (Austin, TX)
- …monitoring programs, including sanctions screening, transaction monitoring, SAR filings, and enhanced due diligence (EDD). + Stay ahead of evolving regulatory ... transaction monitoring, suspicious activity reporting (SARs), sanctions screening, and enhanced due diligence . + The ability to simplify complex regulations… more
- Deloitte (Austin, TX)
- …M&A engagements across all of phases of the M&A lifecycle including due - diligence , pre-close, and post-merger integration + Providing corporate and private ... Energy, Resources & Industrials M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and… more
- Deloitte (Houston, TX)
- …M&A engagements across all of phases of the M&A lifecycle including due - diligence , pre-close, and post-merger integration + providing corporate and private ... Mergers & Acquisitions IT Integration & Divestitures Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and… more
- Texas A&M University System (College Station, TX)
- …A&M System faculty and research staff. - Conduct and manage internal processes for due diligence on promising technologies in order to validate potential for new ... Job Title Manager , New Ventures Agency Texas A&M University System...information. - Manage the preparation of formal business plans, due diligence memorandums, and related documentation required… more
- Bank of America (El Paso, TX)
- …Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + ... Merrill Market Client Relationship Manager Albuquerque, New Mexico;El Paso, Texas; Tucson, Arizona...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Deloitte (Austin, TX)
- …deliver M&A engagements across all of phases of the M&A lifecycle including due - diligence , pre-close, and post-merger integration + Providing PE equity buyers ... Private Equity M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and… more
- Nuveen Investments (Dallas, TX)
- …Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence , Practice Management Strategy, Prioritizes ... **Wealth Client Relationship Manager ** Wealth Management Client Relationship Managers at TIAA...helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people… more