- CBRE (Richardson, TX)
- …via telephone at +1 866 225 3099 (US) and +1 866 388 4346 (Canada). Investment Management CBRE Investment Management is a leading global real assets ... Through its investor-operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and… more
- First National Bank of Omaha (Frisco, TX)
- …Relationship Management:** Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with ... equivalent experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7...management experience. + Proven sales skills, preferably in the investment industry. + Ability to provide basic investment… more
- Citigroup (Houston, TX)
- …NE is an intermediate level position responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the ... structure; liability management; liquidity and funding strategies; risk management; and investment solutions. Unique to Citi, Corporate Bankers are also responsible… more
- Truist (Houston, TX)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- Charles Schwab (Westlake, TX)
- …trading, technology and practice management offerings for independent Registered Investment Advisory (RIA) firms. We provide access to sophisticated ... wealth-management services that help more than 15,000 independent investment advisors attract and retain affluent clients, as well as profitably grow and succeed in… more
- Lenovo (TX)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... stakeholders; drive progress without direct authority. + Develop strategy materials, investment frameworks, and CEO-level presentations. + Lead the annual Global… more
- Fresenius Medical Center (Dallas, TX)
- …terms + Build and maintain relationships with potential targets and key stakeholders ( investment banks, venture and PE firms, etc,) + Collaborate with business units ... analysis for inorganic deals, including development of business cases to support investment decisions and other documentation to support investment decisions +… more
- Bank of America (Plano, TX)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least **one year experience** in the investments industry, including investment training and in-depth knowledge of investment ...including investment training and in-depth knowledge of investment products and services. * Has at least one… more
- American Heart Association (Dallas, TX)
- …and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity ... narratives to support executive decision-making. **Support Transaction Services & Investment Oversight** + Support mission-aligned venture transactions by conducting… more
- Alight (TX)
- …inbound calls and providing financial education on complex retirement-related questions, investment , and payment options for plan participants. It focuses on both ... inbound calls and providing financial education. + Answering complex questions, investment and payment options available to plan participants. + Offering guidance… more