- Ankura (Dallas, TX)
- …Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our ... decision-making and value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior executive role within Ankura's TAS practice.… more
- Kestra Financial (Bellaire, TX)
- We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a ... take initiative and seize opportunities to grow with the business . We seek an individual who can work full...administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred… more
- JPMorgan Chase (Plano, TX)
- …and dashboards. + Perform data-driven trend analysis to effectively communicate key business metrics ( financial and non- financial ) through storytelling, ... Management team, where innovation meets strategy. As a trusted advisor , you'll play a pivotal role in expanding our...are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- City National Bank (Austin, TX)
- …expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate ... the new accounts and account transfer process. * Handle Independent Financial Advisor and client...and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge… more
- Cardinal Health (Austin, TX)
- …VP of Business Development will be a seasoned leader and advisor , with proven experience partnering with clinicians in oncology and across multiple therapeutic ... trends, healthcare regulations, treatment modalities, and research advancements + Strong business acumen and financial background, to ensure efficient allocation… more
- Charles Schwab (Austin, TX)
- … business to Schwab while providing seamless and positive experience for independent recordkeeper and advisor clients. **What you'll do:** The Conversion ... and technical services to retirement plan sponsors, investment advisors, independent recordkeepers, and third-party administrators (TPAs) through the Trust and… more
- Anywhere Real Estate (San Antonio, TX)
- …Real Estate and/or franchise sales experience a plus. + **Eye For Business :** Experience reading and interpreting financial statements, problem solving and ... 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and...business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Texas Tech University (Lubbock, TX)
- …Chief Audit Executive **Position Description:** The Chief Audit Executive (CAE) is a trusted advisor to the Board of Regents and the Chancellor, serving as a servant ... the CAE leads a high-performing Office of Audit Services that provides independent , risk-based, and objective assurance, and advisory services designed to add value,… more
- Charles Schwab (Austin, TX)
- …for this role to work on site in the specified location(s). Schwab Advisor Services is the industry's leading provider of custody, trading, and support services ... for independent Registered Investment Advisors (RIAs), offering unmatched expertise, scale,...clients while benefiting from secure, comprehensive, client-centric solutions. Schwab Advisor Services delivers these offerings through Charles Schwab &… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** DAFgiving360 (TM) is an independent nonprofit organization created to increase charitable giving in the US We offer a donor-advised fund program ... seasoned product marketer with 8+ years of relevant professional experience in financial services. This individual will own the development and execution of product… more