- Raymond James Financial, Inc. (Dallas, TX)
- …individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps… more
- Robert Half Finance & Accounting (Houston, TX)
- …operations of captive insurance companies and oversee financial activities, including investment portfolio management and compliance reporting. For immediate ... to ensure financial stability while supporting organizational goals and compliance requirements. Responsibilities: * Manage incoming financial assurance requests,… more
- CIBC (Austin, TX)
- …40 **Skills** Business Development, Client Service, Customer Experience (CX), Ensure Compliance , Group Problem Solving, Investment Advising, People Management, ... your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while actively growing your client… more
- American Water (San Antonio, TX)
- …US Army Fort Sam Houston. Our responsibilities include system capital investment , regulatory and environmental compliance , planning, asset recapitalization, and ... long-term operations and maintenance. American Water will provide water supply, treatment, storage, and distribution across Joint Base San Antonio's army and air force installations, serving a combined population of over 78,000. As a whole, the water system… more
- Academy Sports + Outdoors (Katy, TX)
- …financial and strategic insights. You'll be instrumental in shaping infrastructure investment decisions, optimizing costs, ensuring compliance , and demonstrating ... programs. + Proven experience with infrastructure budgeting, vendor management, and compliance activities. + PMP or equivalent project management experience is a… more
- CBRE (Houston, TX)
- Compliance Analyst Job ID 227219 Posted 11-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Investment Banking, Legal Location(s) ... States of America **About the Role:** As a CBRE Compliance Analyst, you will support the implementation and sustainment...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Taco Bell (Plano, TX)
- …make data-driven, growth-focused decisions. The Day-to-Day: Franchisee Financial Health & Compliance (50%) + Analyze receivables and financial performance to flag ... risk indicators, compliance gaps, and emerging trends across key obligations (royalty,...+ Conduct financial due diligence, scenario analysis, and capital investment reviews for ownership transfers. + Provide ratio analysis,… more
- HUB International (Austin, TX)
- **Job Title:** Manager, ERISA Compliance **Location:** Austin, TX **Department:** ERISA Compliance Services **Reports To:** VP, Institutional Advisory and ERISA ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of… more
- CyrusOne (Dallas, TX)
- The Lease Compliance Manager is responsible for ensuring that client services are delivered in full compliance with lease agreements, legal requirements, and ... Finance, Implementations, Operations, and Customer Success to proactively manage compliance , mitigate risk, and ensure a best-in-class customer experience. **Lease… more
- Regions Bank (Plano, TX)
- … performance and relationship reviews + Keeps junior level staff informed about investment products and opportunities + Adheres to compliance requirements and ... Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals and offer… more