- Bank of America (Galveston, TX)
- …financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything ... their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of… more
- TD Bank (Concepcion, TX)
- …member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes? ... Requirements:** . High School diploma and/or 1+ years of relevant experience . Investment Funds Canada (IFC) or equivalent - post-appointment within 6 months .… 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 ... (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated broker/dealer… more
- Citigroup (Irving, TX)
- …technology enhancements or new data platforms. Additionally, develop compelling investment theses for further process reengineering and data solution projects, ... emphasizing Return on Investment (ROI) from process improvements, and prepare comprehensive C-level ready pitch decks + **Liaison & Stakeholder Management:** Act as… more
- Marathon Petroleum Corporation (San Antonio, TX)
- …+ Supports financial and modeling discussions with consultants, advisors and investment banks on specific project engagements. + Responsible for coordinating and ... aligning investment activities with Business Development, Strategy, Operating Business Units, MPC Economics, Finance, BP&A, Treasury, Credit, Insurance Tax and… more
- RWE Clean Energy (Austin, TX)
- …and planning sessions to align senior stakeholders on strategic priorities and investment decisions. + Manage targeted internal strategic initiatives and engage with ... to ensure IT/OT strategies integrate with broader enterprise technology and investment plans. + Identify optimization opportunities across IT/OT programs, including… more
- USAA (Plano, TX)
- …both internally and externally. The CI Director oversees a philanthropic investment budget, strategic functional leadership, core process design and prioritization ... tools to strengthen enterprise CI engagement. + Expertly manages a philanthropic investment or assigned budget and resources related to their designated CI strategy… more
- Harbor Group Management (Dallas, TX)
- Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to grow, we are looking for passionate, ... finalizing operational and capital budgets, documenting operational plans and investment goals/objectives, and on-boarding new acquisitions into the portfolio. +… more
- ADP (Dallas, TX)
- …exception related processes requested by clients. This may include adding investment with restrictions, transfer in-kind, setup of brokerage accounts, special ... calculations, combination of multiple loans into small number of loans, mapping of investment elections and deferral percents, etc. + Participate on team projects +… more
- Edward Jones (Mineola, TX)
- …thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency and adaptability ... time management skills **Can you see yourself ** + Providing personalized investment and financial solutions to clients? + Cultivating relationships in your local… more