• Medical Wealth Advisor II (Houston or Dallas)

    Truist (Dallas, TX)
    …and consumer credit to assigned clients 6. Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit ... transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: 1. MBA 2. Word, Excel and PowerPoint skills 3. More than 5 years… more
    Truist (04/30/25)
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  • Private Client Manager II

    Bank of America (Frisco, TX)
    …of influence **Required Skills:** + 15+ years' experience in private banking (ultra high-net-worth space), business development and relationship management + ... Significant knowledge of banking and credit: general understanding of investments, trust and...first working day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA,… more
    Bank of America (04/30/25)
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  • USPB: Head of Merchant Services Credit Technology

    Citigroup (Irving, TX)
    …Together. Overview of the Role Reporting to the Head of US Personal Banking Technology for North America, the Head of Merchant Services Credit Engineering will ... + Work closely with the Head of US Personal Banking Technologyto chart out the CRS organization evolution. Build...Bachelor's Degree in Computer Science, or a related field; MS/ MBA preferred. + 15+ years' experience in overall IT… more
    Citigroup (04/24/25)
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  • Private Client Advisor

    Bank of America (Houston, TX)
    …trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption of ... centers of influence **Required skills:** + 10+ years of private banking or complex financial services experience ORequivalent financial services/business experience… more
    Bank of America (03/21/25)
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  • VP, Client Manager, Tech

    Banc of California (Austin, TX)
    …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
    Banc of California (03/20/25)
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  • Senior Risk QA Analyst

    Intuit (Plano, TX)
    …collaboration. **What you'll bring** + 3-5 years of experience in Fintech, Banking , Quality Assurance, Audit, Accounting or related area + Proven ability to ... and process improvements + Bachelor's degree or equivalent relevant experience + MBA , CPA, or other professional designation preferred **How you will lead** This… more
    Intuit (06/08/25)
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  • Data, AI, and Digital Experience Advisory Presales…

    Avanade Inc. (Dallas, TX)
    …* Industry Expertise: Demonstrable sales wins in all four sectors- Banking /Capital Markets, Insurance, Provider/Payer, Pharma/Biotech. * Technology: A understanding ... pursuit teams, running oral presentations, and influencing C-Suite & CTOs. Preferred: * MBA , MS in Data related discipline, or equivalent. * Publications or keynote… more
    Avanade Inc. (06/07/25)
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  • Director, Wealth Management Coaching & Consulting…

    Charles Schwab (Westlake, TX)
    …client engagement skills + Deep knowledge of brokerage, advised, and banking product/services + Extensive knowledge of Financial Planning + Strong competency ... in a branch or corporate site based on capacity. **Preferred:** + MBA a plus + Industry certifications (CIMA/CFP/CFA/CWS) preferred + Exceptional customer focus,… more
    Charles Schwab (06/06/25)
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  • Chief of Staff - YellowFin

    Idera, Inc. (Austin, TX)
    …of roles you may have held while building these skills include: investment banking , consulting, private equity, or a leadership role in business operations at a ... thrown into the deep end. + Bachelor's degree in business, Finance and/or MBA An Equal Opportunity Employer - All qualified applicants will receive consideration for… more
    Idera, Inc. (06/06/25)
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  • Investment Sales Sr Director

    CBRE (Dallas, TX)
    …Advisory Segment Role type Full-time Areas of Interest Capital Markets, Investment Banking , Sales/Brokerage Location(s) Atlanta - Georgia - United States of America, ... Bachelor's degree in Finance, Real Estate, Business Administration, or a related field; MBA or advanced degree preferred. + 8+ years of experience in multifamily… more
    CBRE (06/05/25)
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