- Manulife (TX)
- …supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will manage the ... requirements, customer experience delivery of plan set-up, payroll set-up and investment mapping of client assets. Additional responsibilities to manage ongoing… more
- Boardwalk Pipeline Partners (Houston, TX)
- …development through early commercial alignment, technical scoping, permitting strategy, and investment readiness. You will drive projects from ideation to Sanction / ... Final Investment Decision, which can include those exceeding $1 billion...of working with commercial functions (eg, Business Development) to identify and shape projects in-line with customer needs. +… more
- TIAA (Frisco, TX)
- …Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help ... plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. +… more
- World Insurance Associates, LLC. (Dallas, TX)
- …+ Identify and evaluate acquisition targets aligned with World Investment Advisors' strategic criteria across Wealth Management and Retirement specializations. + ... and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.… more
- JPMorgan Chase (Plano, TX)
- …Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients ... in a rapidly changing environment + Strong decision-making skills, ability to identify problems and propose solutions. Exhibit initiative to raise issues to… more
- Comerica (Dallas, TX)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... in order to identify prospects for services. Design and implement the sales...background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information… more
- CBRE (Dallas, TX)
- …You'll Do:** + Define and lead a repeatable Continuous Improvement field to identify , analyze and prioritize opportunities to evolve and mature the CBRE Talent ... into steady state with ongoing monitoring of return on investment (ROI). This could include leading sessions to discuss...to discuss lessons learned, reporting back on return on investment , leading launch snagging lists, and providing hyper care… more
- Wells Fargo (Houston, TX)
- …talent to join the 2026 Corporate Banking Early Career Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at ... to us to provide. Additionally, CIB Corporate Bankers partner with CIB Investment Bankers to evaluate potential acquisition targets, perform debt financing analysis,… more
- Kestra Financial (Cypress, TX)
- …allocation, case design, and financial planning + Consult with clients on investment strategies based on individual financial and investment objectives; deliver ... paperwork, account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when… more