- Truist (Webster, TX)
- …business issues impacting mass affluent clients. Serve as a personal financial planning /advisory resource for clients, their attorneys and Certified Public ... segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and… more
- City National Bank (Houston, TX)
- …with financial advisors and clients. * Act in a leadership role and as technical resource for advisors. * Ensure that advisors are kept abreast of firm and industry ... minimum of 10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S IN IT FOR YOU?*… more
- CVS Health (Irving, TX)
- …a transformation journey, leading with the design and implementation of new Finance planning capabilities and enabling tools such as Anaplan. This effort will be ... part of an ongoing effort to enhance the Planning & Forecasting process across Finance. Responsibilities include but...(Six Sigma, Scrum, Kanban, SAFE, ADLC, etc.) + Financial Analyst or Financial Systems Analyst + Direct… more
- City National Bank (Austin, TX)
- …"partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of ... travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and… more
- Citigroup (Irving, TX)
- …on analyzing the bottlenecks on the cluster - performance tuning, effective resource usage, capacity planning , investigating. + Perform daily performance ... The Apps Support Sr Analyst is a seasoned professional role. Applies in-depth...and problem resolution + Reviews and develops application contingency planning to ensure availability to users. + Partners with… more
- HCA Healthcare (Kingwood, TX)
- …coverage, moving assistance, pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a ... elder and pet care, home and auto repair, event planning and more + Consumer discounts through Abenity and...to learn! **Job Summary and Qualifications** The RN Quality Analyst acts as a consultant to other departments to… more
- Citigroup (Irving, TX)
- …the foundations of everything we do from keeping the bank safe, managing global resources , and providing the technical tools our workers need to be successful to ... We are seeking a highly motivated Dev Support Lead Analyst / Technical program manager to join our Banking...team. This person will be responsible for overseeing the planning , execution, and delivery of complex technical projects working… more
- Deloitte (Dallas, TX)
- …configuration, data conversions, cutover, and technical issues resolution) + Technical analyst / resource interviewing and hiring experience Information for ... & Wealth Management, Insurance, Telecom, Media and Energy & Resources . Our AI & E team brings clients the...+ Expertise across the full Epic implementation lifecycle (from planning , through design and build, testing, activation & cutover,… more
- USAA (Plano, TX)
- …Quote, Policy Processing, Rating, and Underwriting. + 6+ years business analyst /development product owner experience refining and prioritizing product backlog for ... modernization efforts for a large Tier 1 insurance carrier. + Guidewire Associate/ Analyst Certification + US military experience through military service or a… more
- TIAA (San Antonio, TX)
- **Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... purpose is your north star. * Manages time and resources efficiently and effectively to bring compounding value and...tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and… more