- Wells Fargo (Tyler, TX)
- …. **In this role you will:** + Work with the Financial Advisor in providing clients with financial advice consistent with clients goals and ... + May be delegated selected responsibilities by the Financial Advisor . + This LO position has customer contact and...experience, education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63… more
- City National Bank (Dallas, TX)
- …risk management processes of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk management to identify, recommend ... and effect process changes regarding credit risk management activities, regulatory issues related to credit risk, credit policy, and general credit underwriting… more
- CBRE (Austin, TX)
- …position reports to the Vice President, Gov't & Defense, M&A Integration, and Regulatory Compliance and offers the opportunity to make a significant impact on the ... a strong compliance and privacy program aligned with CBRE's internal policies, regulatory requirements, and industry guidelines. + Act as the primary expert on… more
- APTIM (Dallas, TX)
- …10+ years of proven expertise in environmental compliance, air permitting, and regulatory strategy. This key role supports both internal teams and external clients ... Source Review, and Permits by Rule--as well as compiling regulatory compliance reports such as annual emissions inventories and...individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's… more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …Management: * Serve as the primary point of contact and trusted advisor for high-profile clients, understanding their unique challenges and objectives. * Develop ... in the payment integrity space, staying abreast of evolving industry trends, regulatory changes, and technological advancements. * Contribute to the development of… more
- TXNM Energy (Texas City, TX)
- …to, generation, transmission, distribution, fuels, system planning, financial and regulatory issues, asset utilization, and environmental controls and regulations. ... projects that are complex in nature and often functions as staff advisor and consultant by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES:… more
- Jacobs (Houston, TX)
- …on advancing our clients' environmental stewardship, energy infrastructure modernization, and regulatory compliance. We are seeking a Senior Project Manager to lead ... environmental permitting and regulatory strategy for FERC-regulated infrastructure projects, including Section 7(b)...Your leadership will help position Jacobs as a trusted advisor in the evolving energy and infrastructure sectors. Your… more
- PNC (Dallas, TX)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal… more
- Charles Schwab (Westlake, TX)
- …"challenge the status quo" and transform the finance industry together. Schwab Advisor Services, the leading provider of custodial, operational, and trading support ... breadth of services supported by leading technology and experienced people to our advisor clients to help them profitably grow, compete, and succeed in their… more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all… more
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