- Citizens (Irving, TX)
- …data quality, and mentoring junior team members. This role will partner closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and ... JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist- Private Banking will be responsible for leading and guiding...in the PB data platform. + Partner with the Wealth data team to align product, client ,… more
- Zions Bancorporation (San Antonio, TX)
- …fostering a culture of continuous learning and development. Balance hands-on client management with team leadership responsibilities to drive performance ... Wealth that encompasses investments, estate planning, and risk management , prioritizing clients' financial well-being and long-term success. + **Leadership:**… more
- JPMorgan Chase (Austin, TX)
- … Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and ... and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly… more
- S&P Global (Dallas, TX)
- …business stakeholders and the Enterprise Data Organization, bridging the gap between client needs and data execution. We focus on delivering high-quality, purpose ... + Lead expert within the Enterprise Data Organization for Private Credit and broadly syndicated loans + Manage continued...Required Qualifications:** + 5+ years of experience in data management , data harmonization, or a related field in financial… more
- JPMorgan Chase (Houston, TX)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- JPMorgan Chase (Dallas, TX)
- …with banking regulations, policies, and JP Morgan standards. + Ensure asset management aligns with client /account objectives, bank policies, and all applicable ... broker license) preferred. + 7-10 years of commercial and/or residential asset management experience, ideally in fiduciary, private banking, or institutional… more
- First Horizon Bank (Dallas, TX)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... TX. **SUMMARY** We're seeking an experienced Product Manager to join Treasury Management division, focusing on our Commercial Liquidity and Escrow solutions. This… more
- First Horizon Bank (Dallas, TX)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... role and leading the end-to-end client implementation process including initial client training for Treasury Management Services + Candidates should have… more
- HUB International (Austin, TX)
- …associate, you will work directly with the tax team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift ... management , life and health, employee benefits, investment and wealth management products and services. Throughout our...better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities… more
- Grant Thornton (Dallas, TX)
- …over 1600 PE-backed portfolio company clients with over 600 PE firm relationships, our wealth of experience in private equity helps us perform unparalleled tax ... is responsible for designing and delivering training programs that enhance relationship management capabilities across our private equity teams, with a focus… more