- CBRE (Houston, TX)
- …marketing materials, and investment memos. + Monitor investments and meet with management regularly to provide fund research notes and update fund models. + Help ... Portfolio Management Analyst Job ID 235577 Posted 26-Aug-2025 Service...for client decisions. + Help with preliminary screens of investment opportunities that will allow the team to create… more
- JPMorgan Chase (Plano, TX)
- …+ Ensure team members possess and continue to build on a broad range of investment products knowledge, with a primary focus on annuity products and account types, to ... needs and developing advice and strategies to achieve clients' investment goals. + Promote strong connections between team members,...degree preferred + At least 5 years of Advisor management experience required, coupled with a proven track record… more
- City National Bank (Dallas, TX)
- *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations, and/or written reports and memorandums. The position… more
- The Michaels Organization (Denison, TX)
- …in residential real estate offering full-service capabilities in development, property management , construction, and investment . At Michaels, our teammates ... effective, timely and professional interactions with residents, contractors and property management team on all maintenance services provided. 14. Performs other… more
- The Michaels Organization (San Marcos, TX)
- …in residential real estate offering full-service capabilities in development, property management , construction, and investment . At Michaels, our teammates ... effective, timely and professional interactions with residents, contractors and property management team on all maintenance services provided. 13. May be required… more
- The Michaels Organization (San Marcos, TX)
- …in residential real estate offering full-service capabilities in development, property management , construction, and investment . At Michaels, our teammates ... Ensure effective, timely and professional interactions with residents, contractors and property management team on all services provided. 8. Performs other duties as… more
- The Michaels Organization (San Marcos, TX)
- …in residential real estate offering full-service capabilities in development, property management , construction, and investment . At Michaels, our teammates ... and State laws 9. Perform additional duties as assigned by management Qualifications Required Experience: Two or more years' experience with Marketing/Leasing… more
- Bank of America (Fort Worth, TX)
- …Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... client relationships with Product Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver financial solutions to clients and… more
- Kestra Financial (Cypress, TX)
- …to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the ... industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential Duties and Responsibilities… more
- City National Bank (Austin, TX)
- …* May coordinate the cross-selling of other product and/or services (ie, cash management , foreign exchange, investment and trust, etc.). May interface with other ... Bank departments as necessary to define responsibilities and coordinate objectives for all product areas. * Obtains and completes mortgage loan application packages, including supporting documentation required to process loan requests; reviews information to… more