- Principal Financial Group (Addison, TX)
- **What You'll Do** The **New Business Consultant ** is instrumental to the success of regional sales offices by building partnerships with our financial ... professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact… more
- City National Bank (Houston, TX)
- …business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset allocation, ... *INVESTMENT CONSULTANT * WHAT IS THE OPPORTUNITY? Expand and deepen...issues (aka "continual learner") and the ability to apply principal techniques of portfolio management , along with… more
- Affinius Capital (San Antonio, TX)
- …profile and provides broad exposure interacting with stakeholders across the asset management , investment (development and acquisition), accounting, investor ... lines of credit and levered feeders. + Work closely with development and asset management to ensure capital draw projections, updated budgets, and project… more
- Affinius Capital (San Antonio, TX)
- …and provides broad exposure through interaction with stakeholders across the asset management , investment (development and acquisition), accounting, investor ... projections of income and capital appreciation. + Work closely with Development and Asset Management to ensure capital draw projections, updated budgets, project… more
- nVent (Hitchcock, TX)
- …brands that are recognized globally for quality, reliability and innovation. + Our principal office is in London and our management office in the ... operations + Member of a high-performing global compliance team and team management , empowering employees to deliver scalable risk mitigations strategies and embed a… more