- Charles Schwab (Westlake, TX)
- …Services can help. The Financial Planner works with Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning services for clients and ... internal Schwab departments (primarily the Branch and Schwab Wealth Advisory Investment Advisors) to cultivate a referral relationship. Interact directly with… more
- Huntington National Bank (Dallas, TX)
- …and performance improvement. Capstone Partners is one of the largest and most active investment banking firms in the US For over 20 years, Capstone Partners has been ... a trusted advisor to leading middle market companies, offering a fully...middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to… more
- Citigroup (Irving, TX)
- …and regions. + Prepares and presents key business cases underpinning strategic investment initiatives to maintain or build out the product capability. + Participates ... top exec level. + Plans and manages on-going product investment and activity in-line with defined portfolio balance, capacity...fail to maintain these standards. + Serve as an advisor and coach for developers, analysts, and new team… more
- Deloitte (Houston, TX)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification +… more
- Deloitte (Dallas, TX)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team of… more
- Deloitte (Dallas, TX)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- CBRE (Austin, TX)
- …Americas Consulting team. This role is ideal for a strategic advisor with deep expertise in organizational design, process mapping/governance, and enterprise ... distill findings into concise benchmarking reports that guide client investment and operating decisions + Facilitate partner interviews, design workshops,… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... help define operating standards and processes + Serve as advisor or coach to new or lower level analysts...owners to build strategic solutions for our clients in investment banking. **Our Impact:** Deal Management function in Citi… more
- JPMorgan Chase (Dallas, TX)
- …last 160 years, we have been serving the world's wealthiest families as wealth advisor , trustee and investor. We have over 500 fiduciary professionals, located in 19 ... experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, philanthropy and grant… more
- CBRE (Austin, TX)
- …CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an agilestartup-fast, focused, and ... and Renewables. **Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent… more