- Comerica (Frisco, TX)
- Job Description Portfolio Manager The Portfolio Manager assists the Balance Sheet Manager in the oversight of up to $25 billion fixed income ... fixed income portfolio or financial management + Chartered Financial Analyst ( CFA ) or Certified Public Accountant (CPA) preferred About Comerica We know our… more
- Zions Bancorporation (Houston, TX)
- Zions Bancorporation is currently seeking a Fixed Income Portfolio Manager (PM) to join the Corporate Investments & Liquidity Management (CILM) team. **_About ... PM also develops client and prospective client presentations, provides client portfolio reviews, drives new business growth, delivers market talking points, and… more
- Capital One (Plano, TX)
- Senior Manager , Commercial Credit Review Capital One's Credit Review organization is a third line of defense function that is responsible for providing an ... of Directors and other stakeholders. Commercial Credit Review is seeking a Senior Manager who will participate in and/or lead continuous testing and targeted review… more
- CIBC (Austin, TX)
- …(https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high-net-worth ... client relationships, and expanding business within your portfolio . You'll align with clients' sophisticated financial needs, investment objectives, and the… more
- Luminator Technology Group (Plano, TX)
- Join Our Team as a Financial Planning and Analysis Manager at Luminator Technology Group! About Us: Luminator Technology Group is a global leader in technology ... and efficiency for public transit operations. With a universal portfolio of hardware and software solutions, we serve customers...Overview: We are seeking a Financial Planning and Analysis Manager to join our growing Finance and Accounting team.… more
- Deloitte (Dallas, TX)
- Manager - National Tax Accounting Group (NTAG) Do you have a passion for income tax provisions and tax accounting? Do you enjoy assisting companies with their ... 31st 2026 Work You'll Do As a NTAG Tax Manager you will: + Lead engagement teams and work...advance Deloitte Tax initiatives. + Manage and grow a portfolio of clients while developing a solid reputation as… more
- Citigroup (Irving, TX)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... initiatives across the financial services industry + Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Effective comprehension of business… more
- Citigroup (Irving, TX)
- The Audit Manager is an intermediate level role responsible for managing a team that is performing complex and critical audits and assessments of Citi's risk and ... knowledge is a plus + Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Proven ability...preferred + Proven ability to execute concurrently on a portfolio of high quality deliverables according to strict timetables… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. ( CFA ), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more
- Bank of America (San Antonio, TX)
- …an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key ... + Monitors, analyzes, and reviews the current market environment and research portfolio recommendations + Monitors and manages client portfolios to align with client… more