- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...business controls to meet obligations with respect to operational, compliance , AML/sanctions, and conduct risk. **What You'll Bring** +… more
- Innovapptive (Houston, TX)
- …end to end digital solutions to improve operational efficiencies, safety, compliance , asset uptime, and reliability. Innovapptive is headquartered in Houston, TX, ... Recently in May 2023 Innovapptive raised a Series B investment led by Vista Equity Partners ("Vista"), a leading...led by Vista Equity Partners ("Vista"), a leading global investment firm focused exclusively on enterprise software, data and… more
- IBM (Austin, TX)
- …our product development efforts into tangible financial outcomes, driving critical investment decisions, and navigating a dynamic data landscape following the IBM ... business growth and strategic impact. What you'll do (responsibilities) * Strategic Investment & Impact Analysis: Lead in-depth Return on Investment (ROI)… more
- First National Bank of Omaha (Frisco, TX)
- …Relationship Management:** Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with ... in local civic organizations, fostering connections within the community. + ** Compliance & Ethics:** Uphold bank policies, laws, and FINRA/SEC regulations, ensuring… more
- Bank of America (The Woodlands, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Deloitte (San Antonio, TX)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client set. You will work directly with the client,… more
- Citigroup (San Antonio, TX)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment clients. Position is responsible for providing best in class service ... on Investment account requests and maintenance, and ensuring risk is...and firm policy + Ensures that KYC/AML and other compliance norms are strictly adhered to + Builds a… more
- Vanguard (Dallas, TX)
- …strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management ... situations, goals, risk tolerance, and planning needs, developing customized investment plans. + Client Satisfaction: Cultivate deep client relationships and… more
- Deloitte (Dallas, TX)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... member on engagements and provide state tax consulting and compliance services to a diverse client base in the... services to a diverse client base in the investment management industry. You will grow your technical knowledge… more