- Truist (Houston, TX)
- …following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to ... to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in… more
- Charles Schwab (Westlake, TX)
- …and grow their businesses. Advisor Services works with more than 15,000 independent investment advisory firms with ~$1.5 trillion under management. **What you'll ... custody, trading, technology, and operational support to registered independent advisory firms (RIAs (http://advisorservices.schwab.com/public/advisor/rias) ). In addition to custody… more
- Insight Global (Fort Worth, TX)
- …5+ years of experience in the finance industry, ideally working within a registered investment advisory or brokerage environment - Active Series 7 and Series 66 ... In this role, this individual will focus on delivering comprehensive investment and financial planning support. Key responsibilities include executing trades and… more
- CIBC (Austin, TX)
- …service:** Foster a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions. ... record of managing high-net-worth client relationships + Expertise in investment and wealth advisory services + A...relationships + Expertise in investment and wealth advisory services + A collaborative mindset to deliver seamless… more
- US Bank (Irving, TX)
- …Line Operations, which includes Wealth Management, Commercial and Business Banking, Investment Advisory Services and Trust Products Operations (WCIBO), Consumer, ... products and banking operations, particularly those covering wealth management, investment services, trust products, consumer and business banking, payment services,… more
- Guardian Life (Austin, TX)
- …Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory , you will conduct branch office inspections using risk-based ... (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated broker/dealer… more
- CyrusOne (Dallas, TX)
- …senior internal and external stakeholders. + Cultivate and manage relationships with investment banks, advisory firms, and industry contacts to generate ... advanced degree preferred. + 8+ years of experience in corporate development, investment banking, private equity, management consulting, or a related field, with a… more
- CyrusOne (Dallas, TX)
- …legal, tax, and market assessments + Develop and maintain relationships with investment banks, advisory firms, and industry contacts to generate deal ... or a related subject + 5+ years of experience in corporate development, investment banking, management consulting, private equity, or a related field + Proven track… more
- WTW (Dallas, TX)
- …and administration gained in a human resources consulting, benefits outsourcing, investment advisory , recordkeeper or defined contribution asset management ... company. + 401(k) plan and/or 403(b) experience, along with deep knowledge of IRC, ERISA and other relevant laws and regulations affecting employee benefit plans + Pooled Employer Plan (PEP) would be considered + Broad understanding of human capital strategy… more
- World Insurance Associates, LLC. (Houston, TX)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new… more