- US Bank (Irving, TX)
- …strategy and objectives by assessing business needs and external trends, investment landscape and consumer shifts; responsible for managing the discovery, curation ... Bank's businesses. + Manages Fintech engagements strategy, sourcing, partnerships, legal, investment and business development for a subset of business lines. Working… more
- Ally (Austin, TX)
- …innovate in the field of fraud prevention across both deposit accounts and investment platforms, ensuring the security and integrity of our services while delivering ... controls throughout the customer lifecycle for both deposit accounts and investment platforms. * Collaborate with Fraud Analytics, Strategies & Trends (FAST)… more
- Bank of America (San Antonio, TX)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- US Bank (Irving, TX)
- …team. This role will support audit coverage of the Wealth Management, Investment Advisory Services and Trust Products Operations business line. Operations support ... Consumer and Business Banking, Payment Services, and Wealth Management and Investment Services, as well as centralized support for commercial lending, electronic… more
- JPMorgan Chase (Dallas, TX)
- The Commercial & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important ... and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients… more
- CyrusOne (Dallas, TX)
- …data center campuses alongside the Land Acquisition, Power, Investment , Legal, Sales, Design/Engineering and Construction teams. **Responsibilities:** Market ... ensure development and financial success of land acquisitions + Assist Investment team with preliminary project underwriting financial modeling + Business… more
- Regions Bank (Houston, TX)
- …for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and ... and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client… more
- Bank of America (El Paso, TX)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... + Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) +… more
- Nuveen Investments (Frisco, TX)
- …plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory ... financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment,… more
- Bank of America (Dallas, TX)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more