- Deloitte (Dallas, TX)
- …team, you will: + Maintain and develop strong client relationships on various investment compliance and consulting engagements within the insurance and financial ... be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting services to a variety of clients in… more
- Lincoln Financial (Austin, TX)
- …on mortgage loans and limited partnerships for existing and developing investment strategies for compliance with accounting/reporting regulations to appropriate ... opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex … more
- Guardian Life (Austin, TX)
- …Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory, you will conduct branch office inspections using risk-based testing ... laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated… more
- Wells Fargo (Dallas, TX)
- …complex and multifaceted situations requiring understanding of the asset class, investment offerings, policies, procedures and compliance requirements + ... **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as… more
- Comerica (Dallas, TX)
- …industry, specifically focused in the areas of investment management, investment oversight, risk management, compliance and/or trust administration + 10 ... will be responsible for building and delivering a consistent and sustainable investment and service strategy to clients. This position will be ultimately responsible… more
- Wells Fargo (Houston, TX)
- **About this role:** Wells Fargo is seeking talent to join the 2026 Investment Banking Early Career Program in Corporate and Investment Banking. Learn more about ... career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) ** Investment Banking Overview** The Investment Banking group,… more
- Citigroup (Houston, TX)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the...and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- Wells Fargo (Houston, TX)
- **About this role:** Wells Fargo is seeking an Investment Banking Analyst to join our Energy and Power team as part of Corporate and Investment Banking. **In ... pulling market and industry research, and completing a trading simulation within Investment Banking Mid-Year Program + Review strategies for clients, build detailed… more
- JPMorgan Chase (Sugar Land, TX)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...and Inquires + Support business unit operational procedures and compliance requirements (eg completion of required operational forms and… more