- Deloitte (Dallas, TX)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide ... The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical… more
- Regions Bank (Houston, TX)
- …of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED ... financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management **Skills and Competencies** + Advanced… more
- Robert Half Finance & Accounting (Dallas, TX)
- …of accurate financial information to clients in accordance with client investment management agreements, authoritative accounting rules, and industry rules. ... requests, forecasted cash activity and client distributions requirements. * Calculate portfolio investment returns, Assets under Management and fees for the… more
- BlackRock (Dallas, TX)
- …Reporting and Analysis + Minimum 4 years of experience in fund accounting, investment management , external audit, or another private equity-adjacent role from a ... preferred Client Management + 2+ years of experience in client management / service as a financial consultant, auditor, investment advisor, or other… more
- First National Bank of Omaha (Plano, TX)
- …is accountable to advise affluent clients through multiple delivery channels of investment management , fiduciary advice, specialized asset management , full ... Management : Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients… more
- Wells Fargo (Irving, TX)
- Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of ... (BL&T) is a center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client needs. These products and… more
- Zions Bancorporation (Houston, TX)
- …+ Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a **_Wealth ... the bank's clients. Primary responsibilities will include financial planning, investment management , insurance, trust services, making presentations, partnering… more
- Edward Jones (Dallas, TX)
- …and other internal home office subject matter experts (ie- tax, estate, investment management , business owner, executive compensation, insurance) and external ... personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.… more
- Bank of America (Fort Worth, TX)
- …products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management , research, ... trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management ,...The Investment Consultant II will own the management , research, and communication of resolution to client issues… more
- MetLife (Dallas, TX)
- Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in ... and loan management efforts for the MetLife General Account, investment management clients, and MIM's higher-yielding lending strategies. Key… more