- JPMorgan Chase (Dallas, TX)
- …on staff full teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management , tax compliance ... Manages a book of accounts + Maintains appropriate fiduciary risk management processes with the appropriate level...in class" client service + Demonstrated understanding of wealth management , trust and estate administration,… more
- Fifth Third Bank, NA (Houston, TX)
- …steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management , and trust services. Ensures delivery and ... spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the...are met based on needs, segmentation, asset allocation, and risk management . + Identifies and refers opportunities… more
- Deloitte (Fort Worth, TX)
- …companies and range from tax planning to tax compliance, controversy and risk management , specialized services including research and development, government ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you… more
- Cushman & Wakefield (Austin, TX)
- **Job Title** Portfolio Strategy Lead - Corporate Real Estate **Job Description Summary** The Strategy Lead is the primary architect of real estate strategies & ... business cases that guide our clients' real estate and portfolio optimization decisions. Partnering with our dedicated...to surface deal terms and hidden risks. **Financial & risk analysis** + In partnership with financial analysis partners,… more
- Wells Fargo (Austin, TX)
- …advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held ... of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client ...to deliver a high-touch client experience within a strong risk management framework. + Build and maintain… more
- WTW (Dallas, TX)
- …and evaluate all solutions (insurance and otherwise) to identify and develop optimum risk solutions for clients. + Provide coverage and program design advice and ... **Qualifications** **The Requirements** * 5-12 years industry experience (real estate , hospitality and leisure industry experience preferred but not required)… more
- Acosta Group (Lewisville, TX)
- **DESCRIPTION** The ** Risk Management Director** is responsible for the strategic oversight and execution of the company's insurance and risk management ... team, HR Leave Accommodations team, Legal, Finance, and Real Estate to ensure alignment on risk mitigation...-related matters. + Team Development: Develop and manage the Risk Management Team, including hiring, coaching, development,… more
- PNC (Houston, TX)
- …Commercial Real Estate , Competitive Advantages, Consumer Lending, Credit Risk Management , Data Analytics, Decision Making, Financial Operations, Portfolio ... Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The primary objective of Credit Risk Review… more
- First Horizon Bank (Dallas, TX)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, and ... Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through...ideas and concepts relative to financing alternatives, balance sheet management , risk and treasury management .… more
- Cherry Bekaert (Austin, TX)
- …(Consumer Compliance)** to join our team providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the ... expertise and approaches in Regulatory Compliance, Internal Audit, Enterprise Risk Management , Technology Risk ...Act (HMDA) + Community Reinvestment Act (CRA) + Real Estate Settlement Procedures Act (RESPA) + Fair Debt Collection… more