- Charles Schwab (Westlake, TX)
- …(TM) is the leading provider of custodial, trading, technology and practice management offerings for independent Registered Investment Advisory (RIA) firms. We ... sophisticated wealth- management services that help more than 15,000 independent investment advisors attract and retain affluent clients, as well as profitably… more
- Robert Half-Robert Half Corporate (Houston, TX)
- **JOB REQUISITION** Talent Director, Robert Half Management Resources Full-Time Engagement Professionals - Houston West **LOCATION** TX HOUSTON WEST **JOB ... meetings with hiring managers and decision-makers in accounting and finance departments. Additional responsibilities include: recruiting, interviewing and matching… more
- 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 ... As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients...and income tax returns + Bachelors degree in accounting, finance or other business-related field + Ability to demonstrate… more
- Evolent (Austin, TX)
- …Business, or a related quantitative field. * 8+ years of experience in FP&A, investment banking, accounting, or a related finance role. * Proven ability to ... looking for a Senior Director of FP&A (Services) to join our team of Finance professionals working to advance Evolent's mission. This role is part of a centralized… more
- Charles Schwab (Houston, TX)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team ... of success + 10 years of experience with wealth management - financial planning and investment planning...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- Truist (Dallas, TX)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation… 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
- Sysco (Dallas, TX)
- …This is an important role that oversees the business-wide field finance function, including financial planning and analysis, financial control, cost accounting, ... and execution of the Business Unit's transformational roadmap. **Responsibilities:** **Field Management ** **:** + Develops and promotes Business Unit goals and… more
- ADP (Dallas, TX)
- …planning. Educates employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with individual account ... As the Retirement Services Representative frequently discusses and educates on investment company products and processes financial transactions, **_they are required… more
- Texas Tech University (TX)
- …in Personal Financial Planning (PFP), Public Administration, Educational Leadership, Management , Finance , Accounting, Economics, Consumer/Family Economics, Law, ... in Texas Tech University and state reports relevant to the CFR, including financial management and recordkeeping for the CFR budget. + Collaborate with the School to… more