- Bank of America (Dallas, TX)
- Private Bank Investment Operations - Equity and Fixed Income Trade Support Analyst Dallas, Texas;Addison, Texas **To proceed with your application, you must be ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/ Private -Bank- Investment -Operations Equity-and-Fixed-Income-Trade-Support-Analyst\_25045204) **Job Description:** At Bank of… more
- CIBC (TX)
- …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As the ** Private Banking Regional Manager ,** you'll lead, grow, and manage ... development and sourcing new opportunities for the organization. You'll partner with Private Wealth Management , Private Banking leadership, and group… more
- Deloitte (Dallas, TX)
- Private Equity M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational ... buyers with a broad continuum of advisory integration and divestiture program management services to support mergers, acquisitions, carve-outs, investment and… more
- Deloitte (Houston, TX)
- …available + 5+ years of public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: + Licensed CPA ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice,… more
- Deloitte (Houston, TX)
- Manager , Industry Solutions, Investment Management , Aladdin What we do Join our AI & Engineering team in transforming technology platforms, driving ... staff. Required Qualifications + Bachelor's Degree + 8+ years relevant consulting and/or investment management experience + 8+ years of experience in translating… more
- Nuveen Investments (Dallas, TX)
- **Financial Risk and Capital Management ** The Investment Risk Officer is responsible for providing expertise on how to minimize investment risks within the ... portfolio positions * Prepare detailed risk reports and presentations for senior management and investment committees * Monitor emerging risks, particularly… more
- CIBC (Austin, TX)
- …You bring 8+ years of experience in portfolio management , wealth management , personal tax, or financial planning. + ** Investment knowledge:** You have ... Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management , Profitability Management , Risk… more
- JPMorgan Chase (Fort Worth, TX)
- …is experiencing rapid growth and presents significant opportunities for JP Morgan Asset Management . As a leading global asset manager , we oversee nearly $200 ... The Private Wealth Alternatives market, with an estimated $2...advisor engagement across various channels and promote the firm's investment strategies to increase assets under management .… more
- HUB International (Fort Worth, TX)
- …a global insurance broker providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth management ... + 5+ years of experience in Personal Lines Account Management , with at least 3 years in the high-net-worth...with at least 3 years in the high-net-worth or Private Client segment. + Experience with high-net-worth insurance carriers… more
- Zions Bancorporation (Houston, TX)
- …you transform your career. Amegy Bank, here you grow. We are looking for a ** Private Banking Relationship Manager ** to join our team in **Houston, TX** . This ... referrals. **Essential Functions:** + Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and… more