- Principal Financial Group (Austin, TX)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- Evolent (Austin, TX)
- …Stay for the culture. **What You'll Be Doing:** Evolent is looking for a Senior Director, Finance - FP&A & Strategy to join our team of Finance professionals ... stakeholders at all levels. + Act as a strategic advisor , building trusted relationships with business leaders and providing...a trusted SME and thought partner to Finance and Senior Leadership. + Drive strategic initiatives and solve complex… more
- Bank of America (Dallas, TX)
- …and controls within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed ... Senior Auditor Charlotte, North Carolina;Newark, Delaware; Atlanta, Georgia; East Hartford, Connecticut; Dallas, Texas **To proceed with your application, you must… more
- Raymond James Financial, Inc. (Dallas, TX)
- **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is ... reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, securities litigation… more
- Charles Schwab (Austin, TX)
- …relationships with Schwab. + The B to B Banking, Lending, and Trust Services, Sr Manager - Schwab Advisor Services Marketing, will be responsible for creating ... supported by professionals who are dedicated, determined, and dependable. Advisor Services is built with one focus in mind:...the B to B Banking, Lending, and Trust Services, Senior Manager will include: + Work with product owners… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- USAA (San Antonio, TX)
- …what truly makes us special and impactful. **The Opportunity** As a **Talent Advisor Senior , Effectiveness & Metrics** , you will apply data-driven, storytelling ... spend, headcount, and program costs and provide insights that inform investment decisions, trade-offs, and resource allocations. + Experience in managing affiliate… more
- Enverus (Houston, TX)
- Senior Product Advisor Why YOU want this position At Enverus, we're committed to empowering the global quality of life by helping our customers make energy ... more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial… more
- Navy Federal Credit Union (Dallas, TX)
- …products and services. Recommends appropriate lending, deposit, Treasury Management and investment products and services to achieve the members' goals. Manages ... moderate to high-dollar volume and moderate to complex member bases. This position is eligible for TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.… more
- Neuberger Berman (TX)
- …5-10 client meetings per week + Possess strong client relationship skills; influence senior clients to grow advocacy with investment teams **Qualifications** + ... **Summary** The RIA Client Advisor is responsible for furthering the growth of...profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time… more
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