- BlackRock (Dallas, TX)
- …years of experience in client management/ service as a financial consultant, auditor, investment advisor , or other financial service field + Demonstrated ability ... their investments. You will be responsible for providing post investment due diligence services through examining financial data that...communication skills to collaborate with a global team + Prior experience with Jira and Power BI preferred but… 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
- 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
- First State Bank (Denton, TX)
- …Duties & Responsibilities: + Provides implementation, servicing, and technical support for investment and insurance products. + Work directly with clients on service ... Resourceful and uses company reference materials and contacts fluidly. + Assist advisor in scheduling meetings by contacting clients and coordinating calendars. +… more
- JPMorgan Chase (Plano, TX)
- …the Senior Lead Software Engineer at JPMorganChase within the Asset Wealth Management Tech Investment Advisor Team, you are an integral part of an agile team ... AWS + Build client-facing wealth-management or payments platforms with prior tenure at a major bank, brokerage, or fintech...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… 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
- JPMorgan Chase (Plano, TX)
- Serve as a trusted advisor on a range of legal and regulatory issues and guide stakeholders on how those legal requirements are internally documented and maintained. ... of the jurisdiction where the role will be located prior to the commencement of employment. All candidates for...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- CBRE (Dallas, TX)
- …join CBRE's Global Business Information Security team and serve as a trusted advisor between cybersecurity and business operations. You will serve as a catalyst for ... or university, in Cybersecurity, Computer Science, Information Technology, Business Administration. + Prior experience serving as a BISO or ISO is preferred. + 3+… more
- Edwards Lifesciences (Austin, TX)
- …impact on patients' lives. At the core of this commitment is our investment in cutting-edge information technology. This supports our innovation and collaboration on ... standards in the IAM space. + Acting as a business liaison and lead advisor to multiple business units. + Leading operations and maintenance of key cybersecurity… more
- CBRE (Dallas, TX)
- …in a fast-paced environment where pivoting and improving processes are key. While prior experience in commercial real estate isn't required, a strong desire to learn ... for CBRE. + **Business Partnership:** Serve as a trusted advisor to business partners. Collaborate closely with them, as...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
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