- Bank of America (Houston, TX)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation + Strong analytical skills with ability to… more
- USAA (San Antonio, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... external benchmarks, and emerging trends to identify skill gaps, inform talent investments , proactively address blind spots, and develop HR solutions that support… more
- Zions Bancorporation (Houston, TX)
- …high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, ... the needs of the bank's clients. Primary responsibilities will include financial planning, investment management, insurance, trust services, making… more
- Regions Bank (Houston, TX)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified ... for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and… more
- CVS Health (Austin, TX)
- …improvements. + Collaborate with finance, HR, and Operations to align workforce investments with business plan and financial goals. + **Organizational Leadership ... by evaluating emerging technologies and driving experimentation and analytics methodologies + ** Financial Impact & Business Value** + Drive cost efficiency and labor… more
- Ricoh Americas Corporation (Austin, TX)
- …fostering a culture of continuous improvement, data-driven decision making, financial achievement and talent development, while ensuring exceptional client ... intelligence, and organizational needs to leadership. Data-Driven Management & Financial Accountability . Utilize data analytics and business intelligence tools… more
- USAA (San Antonio, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... portfolio of workforce enablement and transformation initiatives - prioritize investments , manage interdependencies and resource allocation, monitor portfolio performance… more
- PennyMac (Carrollton, TX)
- PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac,...to leverage your comprehensive understanding of the legal and financial procedures involved to ensure accuracy and adherence to… more
- Robert Half Finance & Accounting (Dallas, TX)
- …Dallas, Texas. The ideal candidate will bring a strong background in audit, financial reporting, and compliance, with a proven ability to enhance processes and ... This role is critical to maintaining the integrity of financial systems and delivering accurate insights to support strategic...of the acquisition or disposal of fixed assets or investments . * Supervise and approve Joint Venture monthly revenue… more
- USAA (San Antonio, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... to problem resolutions. + Identifies additional resource needs ranging from IT investments , 3rd party support or additional analysts and provides business rationale… more