- Truist (Westlake, TX)
- …a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those ... problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5.… more
- First Horizon Bank (Plano, TX)
- …items based on value, effort, and business priorities to maximize return on investment . Making sure the product backlog is transparent, visible, and understood by ... for our service/solution. Build the business case with strong return on investment and net present value discipline + _Managing Feedback_ - Incorporating feedback… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... standards to Business and Program owners. + Provide Information Security advice and counsel as needed. + Appropriately assess risk when business decisions are made,… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- PNC (Houston, TX)
- …parties which may include, high touch customers and their representatives, outside counsel , agencies, special servicers, and investors. PNC Employees take pride in ... Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue Recognition **Competencies** Data Gathering and Reporting,… more
- Global Foundries (Austin, TX)
- …skills. Essential Responsibilities: + Identify and assess potential acquisition, investment , and partnership opportunities aligned with corporate strategy. + Lead ... and manage relationships with external advisors, bankers, and legal counsel . + Monitor post-transaction integration and performance tracking. Other Responsibilities:… more
- WTW (Dallas, TX)
- …techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering ... + **Client Communication** : Communicate effectively with clients, client counsel , providing updates and gathering information. + **Document Management:** Prepare,… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and… more
- JPMorgan Chase (Dallas, TX)
- …interaction with clients, other product partners, internal and external legal counsel , lenders, consultants and investors. **Job Responsibilities** + Lead all ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Citigroup (Irving, TX)
- …Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts ... and tracking business priorities, incorporating regulatory and compliance requirements and investment tracking + Creates a product vision aligned to business… more