- 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
- Brink's (Coppell, TX)
- …driving the strategic direction, legacy system modernization, business case development, and investment alignment for major initiatives that may be global in scope ... evaluate ROI, IRR, and payback for proposed initiatives, ensuring sound investment decisions. + Compile and deliver executive-ready presentations and strategy… more
- JPMorgan Chase (Dallas, TX)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- Deloitte (Fort Worth, TX)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- JPMorgan Chase (Houston, TX)
- …JP Morgan Private Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based Advice Framework and is responsible ... service support needs of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical data from key… 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
- Principal Financial Group (Dallas, TX)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... Inc + Qualified Plan knowledge and unbundled experience strongly preferred (Defined Benefit, Defined Contribution) + Excellent demonstrated leadership, negotiation,… more
- Robert Half Finance & Accounting (Dallas, TX)
- …Half Finance and Accounting has teamed up with a multi-billion dollar private equity investment fund to assist in the recruitment of a Senior Real Estate Fund ... and analysis for a group of billion dollar plus investment funds. Candidates must be a CPA and, ideally,...Analysis / Special Projects Calculate and analyze performance returns, advisor incentive fees, and acquisition / disposition fees on… more
- Lenovo (TX)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... (KPIs, BMS, governance) in partnership with operational owners. + Serve as a strategic advisor and thought partner to the Chief of Staff, supporting the VP/GM 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