- Deloitte (San Antonio, TX)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more
- Regions Bank (Plano, TX)
- …Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals and offer ... and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge + Conducts and/or participates in investment … more
- JPMorgan Chase (Plano, TX)
- …Services (CPCS) is a change delivery organization within the Corporate & Investment Banking's Digital & Platform Services (D&PS) that provides integrated change, ... testing and implementation support to Corporate & Investment Bank stakeholders. CPCS capabilities include end-to-end test management and automation, business… more
- Marriott (Austin, TX)
- …condominium facilities, including physical plant with attention to protection of the investment and plans to increase its value through superior care. Areas of ... brand's target customer and employees and provides a return on investment . Implements training programs related to property management reinforcing constant quality… more
- Citigroup (San Antonio, TX)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment clients. Position is responsible for providing best in class service ... on Investment account requests and maintenance, and ensuring risk is...closed loop process + Handles all inquiries/requests related to investment operations - including margin, options, and placing unsolicited… more
- Vanguard (Dallas, TX)
- …strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management ... situations, goals, risk tolerance, and planning needs, developing customized investment plans. + Client Satisfaction: Cultivate deep client relationships and… more
- Mackenzie Eason & Associates (San Antonio, TX)
- …Kendall Counties, AAMPO is responsible for shaping long-range and short-term transportation investment decisions across a region of more than 2 million residents. ... 2025-2028 + 81 projects totaling $2.69 billion in transportation investment + Mobility 2050 Long-Range Plan + 197 projects...Plan + 197 projects representing over $15 billion in investment through FY 2050 + Unified Planning Work Program… more
- Deloitte (Dallas, TX)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... tax consulting and compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge by working on large,… more
- Truist (Dallas, TX)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Realtor (Austin, TX)
- …analytical, and strategic leader to own and scale our $15M+ performance video investment starting with YouTube. This high-visibility role reports to the VP of Media ... do:** + **Own and lead our $15M+ YouTube Video investment ** to drive audience growth and revenue through high-impact,...efforts across the broader brand media mix, aligning YouTube investment with TV, streaming, and other digital channels to… more