- PennyMac (Carrollton, TX)
- …level problem solving. The Pipeline Accounts Manager will : + Manage high volume, high net worth , complex client accounts and assist in capacity planning ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and… more
- Citigroup (Irving, TX)
- …products and services across the different client segments, from affluent to ultra- high - net worth through Citigold/Citigold Private Clients, Wealth at ... adviser functions preferred. + Ideal candidate would have experience auditing financial advisors and supervisory functions of broker dealer or investment adviser… more
- SitusAMC (Dallas, TX)
- …covenant tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... Team and Servicing team to deliver accurate, timely and consistently high -quality services. Candidates should possess strong analytical skills, advanced Excel skills… more
- Charles Schwab (Austin, TX)
- …digital platforms to enhance our expertise, delivery, and services for both mass affluent and high net worth clients. As a Senior Manager you will support ... and collaboration skills; a proven team player. + Prior experience in financial services and/or wealth management is preferred. In addition to the salary… more
- City National Bank (Dallas, TX)
- …including corporate, syndicated, and leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan ... subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic… more
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