- Bank of America (Fort Worth, TX)
- …knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Seeking individual with ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more
- HSBC (Houston, TX)
- …Corporates sector coverage team, delivering a comprehensive suite of corporate & investment banking solutions. At HSBC Global Corporates, we partner with the ... ensuring the required credit quality and requisite returns on risk + Identify event driven opportunities on an opportunistic basis, bringing in sector, country,… more
- Charles Schwab (Westlake, TX)
- …Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service ... and determining the client's ongoing appropriateness for the recommended investment allocation solution. **Partnering** + Proactively engage partners to create… more
- Wells Fargo (Austin, TX)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... procedures to ensure satisfactory audits and service standards are met + Identify and recommend opportunities for process improvement and risk control development… more
- RWE Clean Energy (Austin, TX)
- …teams to ensure IT/OT strategies integrate with broader enterprise technology and investment plans. + Identify optimization opportunities across IT/OT programs, ... and planning sessions to align senior stakeholders on strategic priorities and investment decisions. + Manage targeted internal strategic initiatives and engage with… more
- Guardian Life (Austin, TX)
- …As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory, you will conduct branch office inspections using risk-based testing ... results. + Stay current with industry and regulatory developments and proactively identify opportunities to improve the branch office program. + Volunteer and… more
- ADP (Dallas, TX)
- …they need to take in order to ensure a successful implementation, and identify /introduce other team members who will interact directly with the client. + Assist ... exception related processes requested by clients. This may include adding investment with restrictions, transfer in-kind, setup of brokerage accounts, special… more
- Charles Schwab (Westlake, TX)
- …Services can help. The Financial Planner works with Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning services for clients and ... the Schwab Financial Planner prepares and presents a financial plan which will identify a client's current situation, opportunities and gaps, and advise on specific… more
- WTW (Houston, TX)
- …Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment , Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to ... thereto. + Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds + Assist Client Service Team with… more
- Taco Bell (Plano, TX)
- …summaries to monitor financial health and inform leadership decisions. + Identify "At Risk" franchisees through liquidity, leverage, and profitability analysis; ... (35%) + Conduct financial due diligence, scenario analysis, and capital investment reviews for ownership transfers. + Provide ratio analysis, risk summaries,… more