- Charles Schwab (Westlake, TX)
- …Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist ... experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a… more
- Amazon (Austin, TX)
- …not a sales role, but rather an opportunity to be the principal technical advisor and 'voice of the customer' to organizations ranging from start-ups to Fortune 500 ... drive discussions with senior leadership regarding incidents, trade-offs, support and risk management. You will provide advocacy and strategic technical guidance to… more
- Zions Bancorporation (Houston, TX)
- …a prestigious and dynamic setting. **Key Responsibilities:** + Serve as the go-to advisor for a portfolio of high-net-worth clients, managing all aspects of their ... credit analysis and structure loans that align with client goals and risk profiles. + Ensure exceptional client satisfaction through proactive communication and… more
- Mackenzie Eason & Associates (Midland, TX)
- …upgrades of parks and critical water infrastructure. Midland needs a legal advisor who can lead with opportunity, safeguard the public trust, and translate ... and smart infrastructure-goals that hinge on legally sound policy, proactive risk management, and innovative public‑private partnerships. City of Midland Mission Our… more
- Bank of America (San Antonio, TX)
- …PRIVATE WEALTH MANAGEMENT ONLY.This **Elite Growth Practice (EGP) Private Wealth Relationship Manager ** supports the Financial Advisor team to further develop ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to...Management products and services + Proven ability to manage risk and support sound decisions + Ability to research… more
- Charles Schwab (Westlake, TX)
- …all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks ... to challenge Executive Management to improve the efficiency of governance processes, risk management, and internal controls. The Bank Enterprise team enterprise team… more
- 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 ... to challenge Executive Management to improve the efficiency of governance processes, risk management, and internal controls. The Internal Audit Bank enterprise team… more
- RE Tech Advisors LLC (Dallas, TX)
- …+ Coordinate with RE Tech Building Policy Team to identify transition risk exposure for client portfolios and assets, including compliance with state/local building ... with approved vendors, serving as the owner's representative. + Climate risk management in alignment with best practice guidance from voluntary standards… more
- Zurich NA (Addison, TX)
- …in our Addison, TX office. In this Hybrid role you will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers ... a Mid-Level or Senior-Level Middle Market Underwriter. The hiring manager will determine the appropriate level based upon the...focus on improving the customer experience by understanding their risk and offering the best end to end solution… more
- Bank of America (San Antonio, TX)
- …+ Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons + Reviews and manages team proprietary models to ... with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates +...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more