- City National Bank (Austin, TX)
- …high net worth investors who have expressed an interest in CNR investment services . Develops "partnering" relationships with Independent Financial Advisor, ... and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based… more
- JPMorgan Chase (Dallas, TX)
- …Clients include a combination of publicly-listed and privately-held companies. As a full- service global investment bank , our assignments include a ... business. You will work with expert professionals at the heart of a leading global investment bank . Senior bankers will get to know you - both as a person and as… more
- JPMorgan Chase (Dallas, TX)
- …Clients include a combination of publicly-listed and privately-held companies. As a full- service global investment bank , our assignments include a ... We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid... Banking Associate to join our dynamic Mid Cap Investment Banking team in Dallas. Group Description: Opportunity to… more
- Deloitte (Dallas, TX)
- …The team Deloitte Corporate Finance LLC ("DCF") is a rapidly growing middle-market investment bank headquartered in Charlotte with offices in New York, Chicago, ... Deloitte Corporate Finance serves all major sectors out of Business and Financial Services , Consumer and Retail, General Industrials, Healthcare & Life Sciences,… more
- Bank of America (Dallas, TX)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Sr-Relationship-Manager--Global-Commercial-Banking Healthcare --Education--Not-for-Profit--Dallas ... relationships with Product Specialists. Job expectations include having knowledge of the bank 's products and services in order to identify business development,… more
- US Bank (Houston, TX)
- …research, and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client's ... unique situation + Refer and partner with other financial services within other US Bank channels, as...funding + Extensive knowledge of the securities industry, including investment and insurance products and services +… more
- City National Bank (Houston, TX)
- …high net worth clients. Introduce these professional advisors to the CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal ... at articulating the specific benefits that CNR's portfolio management service provides to the clients of the CPA and...clients of the CPA and FA. They will understand investment methodologies, operational processes and client services … more
- City National Bank (Dallas, TX)
- …include: Personal and Employee Benefit Trust Administration, Retirement and Custody Services , Specialty Wealth Assets, Investment Advisory, Broker/Dealer, ... team of auditors to assess risks and internal control environment of the bank 's Wealth Management businesses. This individual will develop and execute detailed audit… more
- US Bank (Houston, TX)
- At US Bank , we're on a journey to do our...+ Extensive knowledge of US Bancorp Banking, Trust, and Investment products and services + Ability to ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client… more
- City National Bank (Dallas, TX)
- …platform: Personal and Employee Benefit Trust Administration, Retirement and Custody Services , Specialty Wealth Assets, Investment Advisory, Broker/Dealer, ... and/or written reports and memorandums. The position will support City National Bank 's Internal Audit in providing independent, objective assurance over the design… more
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