- Citigroup (San Antonio, TX)
- …related to investment operations - including margin, options, and placing unsolicited securities trades (Series 7 & 63 required) as required + Ensures customer ... highest level of support from those teams + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers… more
- MUFG (Houston, TX)
- …preparing and submitting materials used for screening proposed transactions with senior management for approval + Developing client marketing presentations and pitch ... is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity… more
- Citigroup (Irving, TX)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... cost of ownership, and create a competitive advantage for Citi. The Senior Solutions Architect is a seasoned professional role. Applies in-depth disciplinary… more
- Raymond James Financial, Inc. (Houston, TX)
- …and document drafting elements of a developing transaction. + Collaborate with Senior Bankers to develop strategies for client presentations and create unique ... Banking. + Fundamental investment concepts, practices and procedures used in the securities industry. + Concepts, practices and procedures of Tax and Accounting. +… more
- JPMorgan Chase (Houston, TX)
- …detailing company/credit analysis along with repayment modeling + Support senior bankers with overall client management responsibilities, idea generation and ... within three months of hire the FINRA Series 79, Series 63 and Securities Industry Essentials (SIE) licenses JPMorganChase, one of the oldest financial institutions,… more
- Wolters Kluwer (Austin, TX)
- …In Financial Services, we support banks, non-bank lenders, credit unions, insurers, and securities firms of all sizes with a wide array of loan compliance and ... through execution. + Excellent communication and storytelling skills, especially with senior executives and cross-functional teams. + Experience working with AI… more
- JPMorgan Chase (Plano, TX)
- …that are leveraged across teams and functions + Influences leaders and senior stakeholders across business, product, and technology teams + Champions the firm's ... advantageous + Financial Services industry experience + Understanding of Investment securities + Exposure to Atlassian tracking, collaboration and code quality tools… more
- Citigroup (Irving, TX)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... and progress together. Position Overview: The Pega Development Lead is a senior level position responsible for driving strategic business process management (BPM)… more
- MUFG (Irving, TX)
- …risk assessments, and executive-level presentations for regulators, board committees, and senior management. + Foster a culture of compliance and continuous ... is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity… more
- MUFG (Houston, TX)
- …contribute to the Commodity & Structured Trade Finance business by working with senior Trade Finance Origination Officers in support of closing new deals and ... is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity… more