- City National Bank (Houston, TX)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors to the CNR Private … more
- CDM Smith (San Antonio, TX)
- …also manages intellectual property (IP) and research and development (R&D) investments by reviewing current data analytics projects, identifying IP for protection, ... and prioritizing R&D investments . They work to grow a team of data...Manage intellectual property (IP) and research and development (R&D) investments : Review current data analytics projects, identify IP for… more
- Constellation (Houston, TX)
- …and IT leadership in the development of a strategic technology plan and investment strategy that meets the needs of the business while leveraging standard enterprise ... and well understood, and participate on committees and forums that drive investment and technology strategy for the supported product portfolio. + Manage the… more
- JPMorgan Chase (Plano, TX)
- …build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by JP Morgan's Chief Investment ... of clients. **Job responsibilities:** * Leverage experience and understanding of investments , wealth planning, credit and banking concepts to help clients achieve… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... model maintenance and performance tracking. + Servicing of alternative investments and foreign accounts, including setup and maintenance. + May participate in live… more
- USAA (Plano, TX)
- …both internally and externally. The CI Director oversees a philanthropic investment budget, strategic functional leadership, core process design and prioritization ... measurement metrics and standards to evaluate impact and effectiveness of CI investments and operations. + Convenes with key alliances periodically (virtually) to… more
- Edward Jones (Mineola, TX)
- …thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency and adaptability ... time management skills **Can you see yourself ** + Providing personalized investment and financial solutions to clients? + Cultivating relationships in your local… more
- GuideOne Insurance (Dallas, TX)
- …as a connector between IT, Finance, and business teams to align strategy, investment planning, and operational execution. + Partner with Finance to support IT budget ... planning, cost optimization, and long-range investment mapping. + Coordinate with the Enterprise Architecture, Security,...+ Business acumen and financial fluency to connect IT investments with value delivery. Benefits: We are proud to… more
- Lenovo (TX)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... recommendations on deal structuring, pricing adjustments, rebate programs, and promotional investment . 4. Reporting & Insights: + Build and deliver regular… more
- JPMorgan Chase (Plano, TX)
- …Software Engineer III at JPMorgan Chase within the Asset & Wealth Management - Tech Investments team, you will be a key member of an agile team, tasked with ... + Understands the vision for the WM Advisor & Investment Solutions Platforms strategy and create the data &...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more