- PNC (Houston, TX)
- …Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and corporations. Responsibilities include relationship management with ... Skills** Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy , Financial Modeling, Investment Management, Relationship Management… more
- Comerica (Frisco, TX)
- …to individual security and product type analysis utilized to formulate investment strategy , purchases and sales of multimillion-dollar securities, internal, ... opportunities and assisting in the formulation of Comerica's investment strategy . Responsible for the execution and... investment managers. Coordinate with HR and the Investment Subcommittee of Comerica regarding the Comerica. Pension… more
- Comerica (Dallas, TX)
- …leader will be responsible for building and delivering a consistent and sustainable investment and service strategy to clients. This position will be ultimately ... responsible for the results of the Investment Strategists which includes asset growth, strategy ...participate in medical, dental, and vision benefits, 401(k) and pension , income protection benefits such as life insurance, AD&D,… more
- Neuberger Berman (TX)
- …sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including ... + Organize and expand a successful marketing and sales strategy around a focused territory in the West South...as qualified prospects within the region + Represent all investment platforms at Neuberger Berman as a true ambassador… more
- PNC (Austin, TX)
- …book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. ... and helping our advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for… more
- Lincoln Financial (Austin, TX)
- …education strategy and supports global benefit offerings, including UK pension and Bermuda-based Total Rewards. The ideal candidate will blend technical ... needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds...* Collaborate with senior leadership to develop and refine strategy and plan design for agents; aligning with business… more
- Truist (Houston, TX)
- …new products, securing new clients and focusing on the Truist Wealth segmentation strategy . The typical Truist Wealth team is comprised of Wealth Advisors and Wealth ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
- WTW (Dallas, TX)
- …across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment , Risk and Reinsurance (IRR). As part of this highly specialized group, the ... the Account Executive plays a critical role in shaping underwriting strategy , ensuring regulatory and financial compliance, and delivering timely, high-quality board… more
- PNC (Dallas, TX)
- …aspects of new fund offerings including reviewing and approving overall investment model, distributing fund-level information to institutional investors and senior ... from syndication to senior managers. + Reviews timing and proposed uses of investment fund capital. Supervises the process of calling investor capital to ensure… more
- USAA (Plano, TX)
- …management, and control processes. Oversees the development and administration of long-term strategy and objectives and ensures alignment with Enterprise Audit Plan ... strategy and objectives. Leads audit staff and oversees audit...principles and practices + Knowledge of banking, insurance, and investment operations. + Demonstrated experience collaborating with key resources… more