- Charles Schwab (Westlake, TX)
- …Solutions group is responsible for managing our third-party product marketplaces, featuring mutual funds , ETFs, managed accounts, and alternatives from hundreds ... managers as we continue to maintain, refine, and collaborate in serving our mutual clients **What you have** **Required qualifications:** + 8+ years of work… more
- Guardian Life (Austin, TX)
- …opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities. + Work closely with Guardian's broker ... on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a… more
- Broadridge Financial Solutions (Coppell, TX)
- …+ 5+ years of experience in supporting CICS environments within the insurance or mutual fund industry. + Proficiency in programming languages such as Assembler, ... culture is guided by the Service-Profit Chainthe idea that success is mutual , directly connecting employee engagement, client satisfaction, and the creation of… more
- Bank of America (The Woodlands, TX)
- …+ Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) ... + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or… more
- Bank of America (Dallas, TX)
- …Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative ... Investments. The Private Bank Security and Settlement Support Team support various tasks related to servicing assets for Private Bank accounts on Profitability and Customer Service Enhancements (PACE). The process includes asset set up, maintenance, and… more
- JPMorgan Chase (Plano, TX)
- …analytical skills. + Working knowledge of Financial Markets and asset vehicles like Mutual Funds , Equities, Fixed Income, and Municipals. + Interest in ... structuring Credit Transactions. + Effective interaction with internal stakeholders and external clients. + Ability to learn about financial derivatives, investments, and wealth advisory capabilities. + Ability to complete projects with limited supervision. +… more
- Charles Schwab (Westlake, TX)
- …from hundreds of asset managers, including over $600 billion in Schwab managed mutual funds , ETFs, and managed accounts. Finally, we offer advisory services, ... discretionary portfolio management and decision-making tools, as well as Schwab's private wealth management offering. At CSIM, we live an inclusive culture that drives increased diversity, builds a stronger community, creates high employee engagement, and… more
- Zions Bancorporation (Houston, TX)
- …bonds, commercial paper, fixed and floating rate corporate bonds, money market mutual funds , and certificates of deposit. Since our investment portfolios ... are highly customized and short in duration, we interact frequently with our clients to ensure their liquidity needs are met. Getting to know clients and prospects well and providing services that contribute to their success is one of the most rewarding… more
- RTX Corporation (Richardson, TX)
- …stakeholders. Adapts communication style to different stakeholders to ensure mutual understanding. + Team Development and Mentorship: Ensure continuous development ... hired employees + Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy… more
- Bank of America (Kingwood, TX)
- …a review of investment goals and recommended products such as stocks, bonds, mutual funds , banking, and managed money solutions; Engage and share value ... proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management… more
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