- Scotiabank (Houston, 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
- Texas A&M University System (College Station, TX)
- …with experience. Job Description Summary: Under the direction of the Chief Investment Officer & Treasurer, the Director, Investments, assists with the management of ... investment activities which includes investment manager and consultant partnerships. Responsibilities: - Assist with the investment due diligence process… more
- CBRE (Richardson, TX)
- …Role type Full-time Areas of Interest Digital & Technology/Information Technology, Investment Management Location(s) Dallas - Texas - United States of America, ... for driving the development and optimization of data products that support investment processes, portfolio management, asset manager, and client services. This role… more
- City National Bank (Houston, TX)
- …THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' ... client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and… more
- Bank OZK (Dallas, TX)
- …employer-sponsored retirement plans (401(k), 403(b), pension), business IRAs, and institutional investment management and cash solutions. Bridges the gap between the ... & Wealth divisions to ensure institutional clients receive cohesive advice across investment management, fiduciary oversight, and plan design with a focus on… more
- Neuberger Berman (TX)
- …sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including ... Berman as well as qualified prospects within the region + Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (eg,… more
- PNC (Fort Worth, TX)
- …participate in STEM OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for ... clients. Grows and retains an investment and insurance book of business. Owns the client...client problems appropriately and efficiently. + Develops and implements investment and insurance strategies for clients. Determines the best… more
- Raymond James Financial, Inc. (Austin, TX)
- …practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps… more
- City National Bank (Houston, TX)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants (SIC) through the identification of qualified independent Financial ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...to the Royal Bank of Canada (RBC) Rochdale Private Investment Counseling Service including the RBC Rochdale portfolio analysis… more