- Citigroup (Dallas, TX)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- PNC (Houston, TX)
- …(AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant ... assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation… more
- JPMorgan Chase (Dallas, TX)
- …Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new ... Bank including but not limited to credit and lending, multi-asset class investments , wealth advisory and estate planning. **Job Responsibilities** + Help devise… more
- Truist (Austin, TX)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... with clients and prospects * Partners with Truist product specialists, including investments , trust, mortgage, insurance, etc., using a team approach to deliver… more
- JPMorgan Chase (Plano, TX)
- …available to them to better monitor, maintain, and handle their investments . **Job responsibilities:** + Leverage a solid understanding of financial markets, ... Possess and continue building on a broad range of investment products, with a primary focus on annuity products...needs and provide advice and strategies to achieve their investment goals + Maintain a high level of personal… more
- Republic Finance, LLC (Plano, TX)
- …deep dives, and special studies to identify cost drivers, savings opportunities, and investment needs. Project & Investment Management Track and analyze budgets ... SaaS transitions, cloud migrations, and infrastructure upgrades). Monitor capital investments , committed funds, and actuals year-to-date, ensuring alignment with… more
- Public Storage (Plano, TX)
- …for analyzing complex projects such as solar initiatives and other capital investments . Key Responsibilities + Solar Model Ownership & Enhancement: Take full ... Ensure all models reflect the latest assumptions, market dynamics, and internal investment criteria, providing reliable and timely analyses to guide informed … more
- Principal Financial Group (Dallas, TX)
- …with the TPA, plan sponsor and the advisor on plan features, investments , retirement readiness, services and new opportunities. + Plan level health reviews. ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- Aegon Asset Management (TX)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments , comprised of life insurance, annuities, employee benefits, retirement plans,… more
- Coinbase (Austin, TX)
- …develop research and insights from the edges of onchain innovation to drive investment thesis and inform CB product strategy, prosecute multiple investment ... around the world. *What you'll be doing (ie. job duties):* * Lead investments end to end from thesis development, category mapping, sourcing, evaluating, closing and… more