- Citigroup (San Antonio, TX)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... their own, with an advisor , or a combination of both, Citi Personal Wealth Management can provide strategies to help them meet their goals. As an Investment… more
- DXC Technology (Plano, TX)
- …IT, optimizing data architectures, and ensuring security and scalability across public, private , and hybrid clouds. Many of the world's largest companies and public ... of our major insurance clients. You will serve as a **trusted advisor ** , collaborating directly with stakeholders to analyze business needs, define requirements,… more
- First Horizon Bank (Houston, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing ...and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg… more
- Bank of America (Addison, TX)
- …the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client ... the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance...other audit function areas is shared. + Support a client focused culture throughout their team to deepen … more
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