- Charles Schwab (Austin, TX)
- …all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks ... Executive Management to improve the efficiency of governance processes, risk management, and internal controls. The Broker-Dealer/Asset Management enterprise team… more
- First National Bank of Omaha (Plano, TX)
- …to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial ... Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with… more
- JPMorgan Chase (Plano, TX)
- …+ Ensure team members possess and continue to build on a broad range of investment products knowledge, with a primary focus on annuity products and account types, to ... needs and developing advice and strategies to achieve clients' investment goals. + Promote strong connections between team members,...for a designated territory. + Create a culture of risk and control, acting with urgency to safeguard customers… more
- Citigroup (San Antonio, TX)
- … clients. Position is responsible for providing best in class service on Investment account requests and maintenance, and ensuring risk is prudently managed. ... with a closed loop process + Handles all inquiries/requests related to investment operations - including margin, options, and placing unsolicited securities trades… more
- Wells Fargo (Abernathy, TX)
- …relationships. The role requires effective communication with clients, internal risk partners, banking colleagues, legal counsel, and other financial institutions. ... procedures, and compliance requirements + Collaborate with peers, managers, and risk partners to resolve issues and achieve business objectives + Communicate… more
- Wells Fargo (San Antonio, TX)
- …to understand appropriate introductions to address the needs of customers with investment or retirement needs + Provide self-service digital banking options to ... sales development process + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to follow policies, procedures,… more
- Scotiabank (Dallas, TX)
- …and simplify payments, improve working capital performance, and mitigate financial risk . At Scotiabank, we embrace your strengths, ideas, and ambitions. GTB ... taken on their accounts + Understand how the Bank's risk appetite and risk culture should be...commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value… more
- Bechtel Corporation (Houston, TX)
- …Manufacturing and Technology markets. Our services span from initial planning and investment , through start-up and operations. Core to Bechtel is our Vision, Values ... as directed + Oversees the maintenance and upkeep of detailed project risk register through ongoing reviews to ensure data quality, accuracy, and timeliness… more
- Wells Fargo (Bee Cave, TX)
- …Control Specialist to join our Client Relationship Group within Wealth and Investment Management. This role is responsible for supervisory oversight of practices ... resolutions for them and their clients, all while mitigating risk . You must act with integrity and a high...CRG to meet business objectives + Meet regularly with risk and business partners as well as serve as… more
- Wells Fargo (Dallas, TX)
- …to join the 2026 Commercial Real Estate Early Career Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at ... estate markets and assessing market data and trends affecting demand generators, risk presented by new supply, and comparable properties. + Identifying credit issues… more