- Truist (Dallas, TX)
- …and compliance , delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary of the ... close partnerships with the local Support leadership team, LOB Risk Organization, Compliance , HR and Operations to further the effectiveness and performance of the… more
- Manulife (TX)
- …including but not limited to: recordkeeping / trust, custody and investment operations. The surrounding ecosystem supporting Advisor , Sponsor, Participant ... supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will manage the… more
- Citigroup (Dallas, TX)
- …procedures regarding client transactions and suitability + Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), ... Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending +...Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters… more
- Wells Fargo (Irving, TX)
- …product penetration by delivering specialty credit products to Corporate & Investment Banking clients and partnering with coverage teams to structure, propose, ... **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term...and technical needs across Commercial Banking or Corporate & Investment Banking + Lead the sourcing of new clients… more
- JPMorgan Chase (Dallas, TX)
- …and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout ... collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm… more
- Deloitte (Dallas, TX)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities… more
- Wells Fargo (Irving, TX)
- …a Principal Engineer as part of the Commercial and Corporate & Investment Banking Technology (CCIBT) to support Payment Solutions, Capital Markets Services, ... and satisfy our customers. **In this role, you will:** + Act as an advisor to leadership to develop or influence solution design for complex business needs in… more
- American Heart Association (Dallas, TX)
- …Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational and financial ... and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity… more
- Deloitte (Dallas, TX)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... well as conduct testing and debugging + Serve as advisor or coach to new or lower-level analysts +...and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to… more