- Citigroup (Irving, TX)
- About Citi: Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- Zions Bancorporation (Pearland, TX)
- At Amegy Bank , people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We ... serve. Let us help you transform your career. Amegy Bank -Here, you grow. We're seeking a highly motivated and...and services, including deposit accounts, loans, credit cards, and investment options. + Sales skills and experience, with the… more
- Truist (Dallas, TX)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Scotiabank (Houston, TX)
- …role, you will be responsible for the implementation and on-going support of our Investment Data Hub (IDH), a platform built on the Enterprise Data Management (EDM) ... in engagement with key partners and stakeholders to understand investment data and reporting requirements and participate in design,...States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for… more
- Verint Systems, Inc. (Austin, TX)
- …debt including overall leadership of the cash management, debt management, and investment management functions of the organization and its affiliated entities. The ... pooling. + Prepare consolidated cash flow projections. + Establish fixed income investment positions. + Assess foreign exchange risk and implement hedge programs and… more
- Baylor Scott & White Health (Dallas, TX)
- …treasury operations and support the Baylor Scott & White Health system-wide cash, investment and debt programs. Provides back up to other Treasury team members. ... assessment of the organization's capital capacity, capital structure, credit and investment positioning. Provides scenario modeling and risk analysis. Provides plan… more
- CIBC (Houston, TX)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... endowments and foundations. You will work closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals to orchestrate… more
- Comerica (Dallas, TX)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more
- Comerica (Dallas, TX)
- …sell trust products through advisor channels, regional partner channels, corporate investment advisory channels, private wealth clients and other internal Comerica ... laws, regulations, and internal policies to mitigate risks and maintain the bank 's reputation. Develop and continuously refine the process of handing new accounts… more
- JPMorgan Chase (Dallas, TX)
- …Healthcare Services. The Healthcare Services team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role ... your market that represents the Healthcare Services team as the "Leading Middle Market bank serving the best and most diverse clients" + Develop new business in your… more