- Comerica (Dallas, TX)
- …and growth) to expand the client base and deepen relationships. Develop strategy for sales professionals to sell trust products through advisor channels, regional ... partner channels, corporate investment advisory channels, private wealth clients and other internal Comerica line of business channels. Maintain deep knowledge of… more
- ExxonMobil (Beaumont, TX)
- …drive of our people. They bring solutions every day to optimize our strategy in energy, chemicals, lubricants and lower-emissions technologies. We invite you to ... **What will you do** + Support daily optimization and long-term strategy , including existing asset debottlenecking & project economic evaluation + Mentor… more
- Robert Half Finance & Accounting (Houston, TX)
- …long-term goals. + Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts. + Help clients determine how ... they need to save for retirement and create a strategy to meet those targets. + Plan for retirement...potential financial losses. + Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.… more
- USAA (San Antonio, TX)
- …do:** + Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, prioritizes and accepts stories to ... support effective and compliant solutions while balancing investment and business value. + Owns and maintains a prioritized work backlog for one or more Agile teams.… more
- US Bank (Irving, TX)
- …with business partners (Consumer and Business Banking, Wealth Management and Investment Services, Corporate and Commercial Banking, Payment Services) as well as ... -Work as a subject matter expert in a particular topic, helping drive strategy , and may support multiple audit engagements covering the related topics -Handle… more
- Truist (Dallas, TX)
- …6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Purpose Driven ... are met where needed. 4. Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial...job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation… more
- ExxonMobil (Spring, TX)
- …drive of our people. They bring solutions every day to optimize our strategy in energy, chemicals, lubricants and lower-emissions technologies. We invite you to ... including total value capture and category family return on investment (ROI). + Guide development and execution of Consulting...health, security, finance, and life.** **We offer you:** + Pension Plan: Enrollment is automatic and at no cost… more
- WTW (Houston, TX)
- …Manage or supervise cash requirements of the companies + Liaise with and monitor investment managers in respect of invested funds + Assist Client Service Team with ... strategic and operational issues. Assume responsibility for a specific area of company strategy . + To assist in implement policies adopted by Practice + Contact is… more
- USAA (San Antonio, TX)
- …**Tasks:** Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories and/or ... features to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for one or more… more
- PNC (Houston, TX)
- …Works independently and may mentor other team members. + Creates and drives strategy to acquire and/or expand and retain client relationships to generate revenue and ... Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management **Competencies**… more