- JPMorgan Chase (Plano, TX)
- …in assets and ~4,000 advisors nationwide. As the Vice President, Affluent Operations Manager within J. P. Morgan Wealth Management, you will oversee a team ... J. P. Morgan Wealth Management empowers investors to achieve long-term financial...of investment Client Service Professionals dedicated to providing exceptional service to… more
- Neuberger Berman (Dallas, TX)
- …+ **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients + ** Client Support** : Offer daily support for the ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client … more
- Deloitte (Dallas, TX)
- …Recognition and Well-being (RRWB) in the management of Deloitte's US Wealth Accumulation program, consisting of 401(k) savings and profit-sharing defined ... balance defined benefit plans, with a focus on plan operations and compliance. Coordination with various internal and external...and work in a virtual team environment with a client service focus. The teamThe Rewards, Recognition and Well-being… more
- PNC (Dallas, TX)
- …OH, or Dallas, TX. This role will oversees complex initiatives that improve wealth management platforms, products, or operations . They will be responsible for ... to contribute to the company's success. As a Program Manager III within PNC's Technology organization, you will be...domain. Ideal candidates will have knowledge of Asset and Wealth Management platforms and AI based advisor solutions. PNC… more
- Bank of America (San Antonio, TX)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... Wealth Management Specialist San Antonio, Texas **To proceed...management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing… more
- Kestra Financial (Fort Worth, TX)
- …Full-Time Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are responsible for ... Symonds Wealth Management is a retirement planning and investment...handling a myriad of operations , customer service, and administration duties. The person that… more
- Bank of America (El Paso, TX)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albuquerque/Merrill-Market- Client -Relationship- Manager \_25023763) **Job ... Merrill Market Client Relationship Manager Albuquerque, New Mexico;El...member of the market leadership team and manages the Wealth Management Client Associates, Operations … more
- US Bank (Irving, TX)
- …on commercial loan processing, foreign transaction processing, and global trade operations within the Wealth , Corporate, Commercial and Institutional Banking ... a focus on service, a reduced risk profile, innovative operational solutions, and client support. The CAS Senior Audit Project Manager is primarily responsible… more
- Scotiabank (Houston, TX)
- Product Manager - Mortgage Capital Markets Operations **Requisition ID:** 237599 **Salary Range:** 76,500.00 - 142,120.00 _Please note that the Salary Range ... winning team, committed to results, in an inclusive and high-performing culture. **Product Manager - Mortgage Capital Markets Operations ** Join a purpose driven… more
- Citigroup (Irving, TX)
- … Operations team. The **IAM Secrets Management Platforms - Infrastructure Operations Manager ** is a senior management level role responsible for ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...client applications + Lead and manage a 24x7x365 operations team spread across various countries in the region,… more