- Deluxe (Fort Worth, TX)
- …portfolio delivers value in the short, medium, and long term + Define the portfolio vision, strategy, and roadmap + Balance investment of money, time, and ... realities. You are accountable for the Small to Mid-Market Businesses product portfolio including accountability for the vision, innovation, and delivery. This role… more
- Bank of America (San Antonio, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- JPMorgan Chase (College Station, TX)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial… more
- JPMorgan Chase (Plano, TX)
- …a large team of client-facing, revenue-generating professionals, supporting a broad portfolio of corporate clients. The role partners closely with banking, treasury ... experience and the overall growth strategy for the client portfolio , with a focus on revenue generation, client retention...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Affinius Capital (Dallas, TX)
- …over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and ... (ii) quarterly investor report preparation and coordination in conjunction with Portfolio Management, and (iii) recurring and ad-hoc operational and financial… more
- National Multiple Sclerosis Society (Houston, TX)
- …and learning. The Director of Major Gifts is responsible for managing a regional portfolio of high-capacity donors and prospects, with a focus on securing six- and ... this role is the proactive and ongoing development of a robust portfolio -through strategic research, attendance at key events, and strong collaboration with… more
- CBRE (Houston, TX)
- …research and financial analysis of multifamily properties, loans and portfolios for Portfolio Managers within the asset and risk management of multifamily agency ... loans. **What you'll do** + Responsible for monitoring a portfolio of loans; perform quarterly financial statement analysis and...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Truist (Dallas, TX)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- CBRE (Dallas, TX)
- …within the core business as well as partnering with the US Investor Portfolio Management (IPM) Client Solutions team in the development and management of the ... rate for platform initiatives and products, leads the sale of as-a-solution portfolio product offerings, including, but not limited to Tenant Experience Management,… more
- Regions Bank (Round Rock, TX)
- …a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge + ... of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the… more