- PNC (Mansfield, TX)
- …investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions ... Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management **Competencies**… more
- Neuberger Berman (TX)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including… more
- HSBC (Houston, TX)
- …Corporates sector coverage team, delivering a comprehensive suite of corporate & investment banking solutions. At HSBC Global Corporates, we partner with the ... the market + Combine client relationship management and strong risk assessment ensuring the required credit quality and requisite...on an opportunistic basis, bringing in sector, country, and product expertise as appropriate + Grow HSBC's share of… more
- Charles Schwab (Austin, TX)
- …all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks ... Executive Management to improve the efficiency of governance processes, risk management, and internal controls. The Broker-Dealer/Asset Management enterprise team… more
- PNC (Dallas, TX)
- …opportunity to contribute to the company's success. As a Data Science Group Manager within PNC's Technology organization, you will be based in Pittsburgh, PA, ... field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. We are seeking an experienced and visionary Data Product … more
- Bank of America (Houston, TX)
- …delivery process from beginning to end by partnering with Advisors, Underwriting, Risk , Product Subject Matter Experts, Portfolio Management, and Servicing & ... experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits * Proactive identification of strategic… more
- PNC (San Antonio, TX)
- …Public Finance organization will be a producing banker and also help to lead investment banking efforts for PNC's Capital Markets in Texas. This is a player/coach ... revenue goals. Preferred qualifications include: -High performing, experienced public finance investment banker with a proven track record of proactive calling and… more
- Bank of America (Plano, TX)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients… more
- Bank of America (Temple, TX)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients… more
- Bank of America (El Paso, TX)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and...partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series… more