- Truist (Dallas, TX)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing… more
- Charles Schwab (Austin, TX)
- …investment advisors on Schwab's platform and their clients; (ii) client product solutions and market expertise; (iii) portfolio advisory services and research; ... and back office operational functions. Reporting to a Director or Senior Manager in the Broker-Dealer/Asset Management enterprise team, the Senior Auditor will have… more
- SitusAMC (Houston, TX)
- …and other functional responsibilities, and provide recommendations for resolution to upline manager . + Perform QC of completed product and communicate results ... met, and staff is appropriately utilized and performing; make recommendations to upline manager where applicable. + Stay abreast of changes in industry standards. +… more
- Cardinal Health (Austin, TX)
- …execute portfolio management tactics. + Continually monitors revenue and expenses for product category against established goals. Reports to Manager , Portfolio ... trends and reimbursement changes. Manages and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed… more
- Deloitte (Dallas, TX)
- … + Certified SAFe Architect + Certified SAFe Agile Software Engineer + Certified SAFe Product Owner / Product Manager + Certified SAFe Agilist + Certified ... tax, preferably working with multinational companies + Bachelor's degree in Accounting, Finance or other business-related field + Ability to travel up to 25%,… more
- Celestica (Houston, TX)
- …Hampshire City: Remote Employee US **General Overview** **Functional Area:** FIN - Finance **Career Stream:** DEC - Decision Support **Role:** Specialist **SAP Short ... SPE-FIN-QUOT **Job Level:** Band 08 **Direct/Indirect Indicator:** Indirect **Summary** Provide product cost and pricing support for production products that are new… more
- Capco, a Wipro Company (Dallas, TX)
- …family. You will be assigned to a specific client engagement under a Capco Project Manager . This will give you the opportunity to: + Develop an understanding of our ... enhance and expand the base functionality of a core banking system **.** + **New Product Launch:** Work across entities to launch a new checking account product … more
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Credit Products Real Estate Product Specialist is a client-facing role, partnering directly with coverage on the ... transaction or portfolio level, to the Team Lead, Market Manager , and Credit Risk partner + Supports the coverage...responsibility for the overall quality of the teams' work product + Coaches, mentors, and helps direct work for… more
- Kinder Morgan (Houston, TX)
- …+ Work closely with the scheduling department as it relates to pipeline and product purchase invoices by reviewing for accuracy and then processing wire payments. + ... Supervisor. + Perform additional Ad Hoc duties as assigned by Accounting Supervisor/ Manager . Position Requirements + Bachelor's Degree in Accounting or Finance … more
- Fifth Third Bank, NA (Dallas, TX)
- …will be responsible for selling the bank's suite of ancillary products. The relationship manager should be well connected to the sector having the ability to drive ... client-facing activities related to their clients, including credit support and other product area (eg, Treasury Management) partners. . Responsible for the review… more