- Principal Financial Group (Austin, TX)
- …core conferencing infrastructure (audio/video/co-browsing) and integrate with CRM and planning systems . + Guide UI development for seamless client- advisor ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- Deloitte (Fort Worth, TX)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...art technology, and be connected to a strong support system from firm leadership to ensure you are set… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... level position responsible for establishing and implementing new or revised application systems and programs in coordination with the Technology team. The overall… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... participation in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. The overall… more
- Brink's (Coppell, TX)
- …This leader will be responsible for driving the strategic direction, legacy system modernization, business case development, and investment alignment for major ... development for major corporate function initiatives (eg, Finance Transformation, Legal System Modernization). + Drive legacy system modernization efforts,… more
- Truist (Dallas, TX)
- …Program or similar program. 3. Sound working knowledge of holistic banking/ investment platforms, products, services, operations, finance and systems . **General ... management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary… more
- JPMorgan Chase (Plano, TX)
- …Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver ... build successful and sustainable long-term behaviors. **Job Summary:** + Oversee AGP Advisor Performance: Monitor and evaluate the performance of AGP advisors to… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... participation in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. The overall… more
- PenFed Credit Union (San Antonio, TX)
- …clarifying borrower needs + Learn how to navigate the LOS (Loan Origination System ) and automated Underwriting systems . + Communicate with processing and ... job is to learn how to become a trusted advisor to our members and assist with the appropriate...member engagement, compliance, mortgage rules and regulations, loan origination systems and sales techniques. At the end of the… more
- Citigroup (Dallas, TX)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more