- First National Bank of Omaha (Plano, TX)
- …to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial ... Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with… more
- Regions Bank (Houston, TX)
- …for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and ... and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client… more
- PNC (Dallas, TX)
- …and proprietary fund offerings from initial closing through term of the investment . + Evaluates and reports upon data consistent to fund performance. Manages ... cash flow, dispositions, etc. + Manages the process of investment fund capital and revenue through investment ...of investment fund capital and revenue through investment calls for investors and, as appropriate, calls on… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...Global Banking & Markets provides a full range of investment banking, credit and risk management products and services… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...Global Banking & Markets provides a full range of investment banking, credit and risk management products and services… more
- Lightsource bp (Austin, TX)
- …(expected to be semi-annually). * Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team or the wider group. ... or update portfolio models for valuation and divestment purposes. **Within the Investment Management Team** * Support the IM Portfolio Management group on investor… more
- Matter Family Office (Dallas, TX)
- …helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and ... items. You will engage with families on all Matter's services - Investment Management, Wealth Planning & Coordination, and Culture & Learning. This includes… more
- Regions Bank (Round Rock, 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
- Wells Fargo (Irving, TX)
- …It all begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and ... investment services. We offer a full range of personalized wealth management, investment , planning, and retirement products and services to help meet clients'… more
- GE Aerospace (Houston, TX)
- …Casting Technology Manufacturing Engineer provides technical leadership for SX or equiax investment castings across the value stream. You will partner with suppliers ... technical leadership for the Castings commodity, including SX or equiax investment castings. + Develop strong working relationships with casting supplier technical… more