- Truist (College Station, TX)
- …manager role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Citigroup (Dallas, TX)
- …and Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales ... on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects +… more
- Truist (Austin, TX)
- …comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an ... advisor with ability to handle the most challenging, sensitive and complex banking relationships. * Focuses on targeted prospecting and developing relationships with… more
- Citigroup (Houston, TX)
- …Manage and execute client transactions with respect to business and individual banking , credit and investment products. Ensure transactions are completed within ... number updates, account status changes, rates and fee waivers. + Enforce banking policies and procedures to ensure operational integrity while maintaining high… more
- S&P Global (Dallas, TX)
- …collaboration mindset + Microsoft Excel experience **Additional Preferred Qualifications:** + Banking or investment industry experience + Syndicated Loan ... Impact:** **The Impact:** S&P Global is seeking a motivated Specialist for Agent Services to work within the team...+ Working for a global business focused on the personal growth and development of its employees **Responsibilities:** +… more
- Capital One (Plano, TX)
- …talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. Capital One is seeking an energetic, ... of the Audit team, the candidate will focus on operations of investment (securities and transactions). Responsibilities: + Lead small audits, or own completion… more