- JPMorgan Chase (Plano, TX)
- …Services (CPCS) is a change delivery organization within the Corporate & Investment Banking's Digital & Platform Services (D&PS) that provides integrated change, ... testing and implementation support to Corporate & Investment Bank stakeholders. CPCS capabilities include end-to-end test management...is preferred but not mandatory. **Required to work in office 5 days a week Please note this role… more
- Marriott (Austin, TX)
- …condominium facilities, including physical plant with attention to protection of the investment and plans to increase its value through superior care. Areas of ... responsibility include Front Office , , Retail/Gift Shops, Recreation/Fitness Center, Housekeeping and Security/Loss Prevention. Monitors the development 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 ... compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge...to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Truist (Dallas, TX)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Realtor (Austin, TX)
- …analytical, and strategic leader to own and scale our $15M+ performance video investment starting with YouTube. This high-visibility role reports to the VP of Media ... do:** + **Own and lead our $15M+ YouTube Video investment ** to drive audience growth and revenue through high-impact,...Match program + Free snacks and refreshments in each office location Do the best work of your life… more
- Lincoln Financial (Austin, TX)
- …: Preferred employee will work 3 days a week in a Lincoln office **Relocation assistance:** is not available for this opportunity. **Requisition #:** 74854 **The ... needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds...the fiduciary investment committee that monitors the investment funds used to track deferred compensation liabilities, providing… more
- First National Bank of Omaha (Frisco, TX)
- …Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers ... Relationship Management:** Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and methods. + Investment concepts, practices ... team environment to provide crucial support to the financial advisors and branch office . + Onboards new clients, opens new client accounts and researches client and… more
- Bank of America (Mckinney, TX)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... * Has at least **one year experience** in the investments industry, including investment training and in-depth knowledge of investment products and services. *… more
- Bank of America (Dallas, TX)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...work environment. Bank of America is committed to an in- office culture with specific requirements for office -based… more