- Charles Schwab (Westlake, TX)
- …Services can help. The Financial Planner works with Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning services for clients and ... clients in navigating and understanding Schwab's website, proprietary investing tools, portfolio performance data and third-party research + Scheduling clients with… more
- JPMorgan Chase (Plano, TX)
- …financial strength of corporate counterparties and identify key risks. Monitor the portfolio to ensure that internal risk ratings are accurate and take appropriate ... and trading legal documentation. Manage the ongoing risk assessment of the portfolio . Ensure a comprehensive understanding of clients' businesses and maintain both… more
- Truist (Austin, TX)
- …The Dealer Banker II should be differentiated based on years of banking experience, portfolio size, and overall potential in the role as compared to the Dealer ... (Leverage/Syndicated Finance, M&A and FRM), Corporate Finance team, and Investment Banking teams to consistently deliver a differentiated client experience… more
- JPMorgan Chase (Dallas, TX)
- …Officers on the Investment Bank Asset Based Lending team manage a portfolio of accounts new business transactions. Job Responsibilities + Manage portfolio of ... skills + Minimum 5 years' experience in commercial banking, credit risk, portfolio management with Asset Based Lending financing knowledge + Strong understanding of… more
- Optiv (Fort Worth, TX)
- …objectives in assigned domain specialty in partnership with the account and portfolio teams. Follows the Optiv Standardized Sales Operating Processes (SOPs) to ... follow through to closure. Participate in sales opportunities across Optiv's entire portfolio . + Clearly articulate how the necessary elements of the Optiv… more
- Keurig Dr Pepper (Frisco, TX)
- …will provide broad, analytical, and strategic input into the KDP portfolio strategy. Blending strong internal capabilities with creative, external perspectives, the ... + Conduct research and analysis to shape category participation and brand investment strategies + Identify brand renovation opportunities across the core … more
- CVS Health (Austin, TX)
- …Services, you will help lead the development and execution of a portfolio strategy that expands Signify's Diagnostic & Preventive (DPS) in-home services. This ... operations, clinical, and finance to identify gaps for your assigned product portfolio & create innovative solutions to improve performance as well as assess… more
- Optiv (Dallas, TX)
- …objectives in assigned domain specialty in partnership with the account and portfolio teams. Follows the Optiv Standardized Sales Operating Processes (SOPs) to ... follow through to closure. Participate in sales opportunities across Optiv's entire portfolio . + Clearly articulate how the necessary elements of the Optiv… more
- ISC2 (Austin, TX)
- …of a safe and secure cyber world. Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of ... and business leadership team, the Senior Director will drive enterprise-wide portfolio management, optimize delivery processes, and build a culture of execution… more
- Bank of America (Austin, TX)
- …and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions ... by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership… more