- Charles Schwab (Westlake, TX)
- …are the international center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are dedicated to empowering ... with the education and tools to trade globally. International Financial Consultants manage a practice of HNW international clients...assigned to Asia Pacific, you will be the dedicated relationship point of contact for your assigned clients. In… more
- Wells Fargo (Irving, TX)
- **About this role:** Wells Fargo is seeking a Senior Financial Crimes Specialist to join the Global Sanctions Organization within Financial Crimes Risk ... more about the career areas and business divisions at wellsfargojobs.com. The Senior Financial Crimes Specialist will serve as a subject matter expert for the Global… more
- MUFG (Irving, TX)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...& Business Partner Collaboration** + Serve as a strategic advisor on Human Capital matters to the senior leadership… more
- Grant Thornton (Dallas, TX)
- …confidently. Your day-to-day may include: + Develop and maintain a good working relationship with financial services clients and work effectively with client ... As the Internal Audit - Financial Services Managing Director, you'll lead business process...and practice managers. + Ability to be a trusted advisor to a client and to bring new and… more
- TIAA (Frisco, TX)
- The Divisional Director, Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build ... relationships with financial advisors with a focus on building sustainable organic...This job leads strategy implementation, ensures talent development of Advisor Consultants and serves as a mentor and manager… more
- Edward Jones (Crockett, TX)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... **Would you call yourself a relationship builder, a problem solver or a critical...see them coming a mile away. You and your financial advisor are essential in working together… more
- Wells Fargo (Fort Worth, TX)
- …in loan volume and product adoption. This role involves partnering with Financial Advisors and internal stakeholders to deliver tailored lending solutions, optimize ... the National Sales organization. This role is ideal for a strategic, relationship -driven professional with deep expertise in lending and banking solutions. The… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... of Financial Advisor expenses. + Creates reports to...industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management software.… more
- CBRE (Houston, TX)
- …posted position at CBRE. Position Scope: The Global Alliance Director manages the contract relationship , acting as a trusted advisor and thought leader to grow ... following: P&L, Contract Management and Governance: * Accountable for financial performance of a global, 3X account * Indirectly...Relationship Management & Development: * Manages the contract relationship , acting as a trusted advisor and… more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... sales and relationship management in the Wealth Brokerage/Advisory industry. 3. Financial Industry Regulatory Authority (FINRA) series 7, 66 (or 63/65), 24, plus… more