- 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
- 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
- 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
- JPMorgan Chase (Houston, TX)
- …service support needs of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical data from ... 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… 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
- Microsoft Corporation (Dallas, TX)
- …Intelligence (AI)-powered global sales team-one that is deeply driven by customer success . By uniting our Small Medium Business (SMB), Corporate, Strategy, and ... and small businesses that maintain a direct relationship with Microsoft. Success is measured by net-new revenue contribution; workload adoption and expansion… more
- Lenovo (TX)
- …bold vision to deliver Smarter Technology for All, Lenovo has built on its success as the world's largest PC company with a full-stack portfolio of AI-enabled, ... software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable,… 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. + ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- Anywhere Real Estate (Houston, TX)
- …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more