- Edward Jones (Amarillo, TX)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...financial goals as you make a difference in your community . **Key Responsibilities** + Build relationships to create new… more
- BD (Becton, Dickinson and Company) (TX)
- …Provide timely project status updates + Build strong, lasting customer relationships and act as a customer support resource when needed + Participate in conference ... and expense budgets + Adhere to safety standards and company policies + Report product complaints and enhancement requests...legacy at the same time. And through the organization's investment in BD University, you will continually level up… more
- SitusAMC (Dallas, TX)
- …advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! Company Description Our client, a global ... the scale and ability to meet their clients' evolving investment needs - both now and in the future....portfolios, and will participate in task forces and other company related initiatives. **Key Responsibilities** + Manage the Lease… more
- Raymond James Financial, Inc. (Houston, TX)
- …and cost basis were successfully received. * Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. * Reviews, assesses and...- External** **Knowledge, Skills, and Abilities** **Knowledge of** * Company 's working structure, policies, mission, and strategies. * Managed… more
- Bank of America (Baytown, TX)
- …them achieve their financial goals; Conduct clientreviews/presentations,including a review of investment goals and recommended products such as stocks, bonds, mutual ... must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must...Stage I role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act… more
- Bank of America (Cypress, TX)
- …financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything ... your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide… more
- Regions Bank (Dallas, TX)
- …years of Trust or closely related experience **Preferences** + Experience in the investment , Employment Retirement Income Security Act of 1974 (ERISA), and ... for a group of accounts, which may include Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts.… more
- CBRE (Austin, TX)
- …**About Us** CBRE is the world's largest commercial real estate services and investment services firm. The CBRE Renewables Advisory group operates with the agility ... a pipeline of qualified partners and clients across the renewables ecosystem. + Act as a trusted advisor throughout the deal lifecycle-from initial conversations to… more
- JPMorgan Chase (Plano, TX)
- …teams to ensure alignment and successful execution of strategies. + Coordinate investment prioritization to align product roadmaps with client segment needs. + ... Participate in bi-annual sessions to present investment business cases and product feedback. **Required qualifications, capabilities,...sleeves and get the work done FEDERAL DEPOSIT INSURANCE ACT : This position is subject to Section 19 of… more
- PNC (Dallas, TX)
- …feel respected, valued and have an opportunity to contribute to the company 's success. As a Senior Asset Manager within PNC's Multifamily Capital organization, ... Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue Recognition **Competencies** Data Gathering and Reporting,… more
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