- Navy Federal Credit Union (El Paso, TX)
- …in assigned territory to increase market share + Plan/conduct life insurance and investment seminars and initiates cross marketing for clients and prospects to ... and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as… more
- Scotiabank (Houston, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Scotiabank (Houston, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. + Prepares pitch books… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description Robert Half has teamed up with a $10 billion + alternative investment firm to assist in the recruitment of a Hedge Fund Portfolio Analyst (Valuation ... base with all benefits paid by the company. The investment firm is open to candidates who have a...Wall Street banks/brokers to obtain and decipher information Review bank loan agreements, trade documentation and bond settlement agreements… more
- Comerica (Houston, TX)
- …custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in ... on schedule. Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. Follow-up on all sales leads… more
- Citigroup (Houston, TX)
- …market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented ... market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country… more
- Lightsource bp (Austin, TX)
- …is not eligible for remote work._** **What you'll do** The IM Team The Investment Management Team (IM) is the guardian of LSbp operational investments with a focus ... fleet); * Finance, which provides Financial MI. * Power Marketing - which provide end-to-end power monetisation from long...PV assets and any joint ventures partners. **US Commercial Investment Director** The US Commercial Investment Director… more
- Truist (Bryan, TX)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- JPMorgan Chase (Dallas, TX)
- The Commercial & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most ... and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients… more
- JPMorgan Chase (Plano, TX)
- …base to achieve MS growth objectives. You will collaborate with Payments and Commercial Bank (CB) marketing and sales teams, and utilizing various marketing ... lead generation strategies aligned with Merchant Services sales and marketing goals + Identify target markets and client segments...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more