- Ankura (Dallas, TX)
- …mortgage lending, consumer collections agencies and securities/brokerage [broker dealer, registered investment advisor , exempt registered advisor ] and ... remaining licensed as well as support during the post- license examination process. Ankura's team of compliance professionals and...of regulatory changes. We are seeking a Senior Associate, License Maintenance, to join the team. Ideally this role… more
- Ankura (Dallas, TX)
- …mortgage lending, consumer collections agencies and securities/brokerage [broker dealer, registered investment advisor , exempt registered advisor ] and ... work conducted by Associate. + Participation in state money transmission license acquisition including preparation of licensing applications and work required under… more
- PenFed Credit Union (San Antonio, TX)
- …The primary purpose of this job is to learn how to become a trusted advisor to our members and assist with the appropriate decision of mortgage or home equity ... needs. + Display ability to act as a trusted advisor to PenFed members and prospective membership, related to...to the purchase and refinance of their home or investment property. + Understand with the ability to explain… more
- Cherry Bekaert (TX)
- …practice. In this high-visibility role, you will serve as the primary strategic advisor to Private Equity groups, strategic corporate buyers, and investment ... Actively cultivate relationships with Private Equity firms, legal counsel, investment bankers, and C-level executives to source new engagements. **Cross-Selling:**… more
- CoStar Realty Information, Inc. (Houston, TX)
- …on product frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities. Day to day, ... clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing...to prior employers + A current and valid driver's license (or the ability to obtain a driver's … more
- AECOM (San Antonio, TX)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... solutions which are highly innovative. Assignments are often self-initiated. Acts as advisor to management and clients. Oversees the work of less experienced… more
- Commerce Bank (Dallas, TX)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... to acquire new business + Serve as the primary advisor for an assigned portfolio of diverse and complex...and terminology + Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing… more
- Oracle (Austin, TX)
- …and/or other clinical healthcare information technology (HCIT) work experience + Professional license required: Registered Nurse - State Board + Work in accordance ... custom projects within area of focus. Develop and leverage trusted advisor relationships to bring business opportunities. Drive innovation and process improvement.… more
- World Insurance Associates, LLC. (Houston, TX)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... and make recommendations in preparation for the strategy meeting with Client Advisor . + Creates complete carrier submission and submits + Obtains signed binding… more
- Bank of America (Dallas, TX)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates...& 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date) **Desired Skills:**… more