- Wells Fargo (Houston, TX)
- …intermediations, OTC financial swaps and options, energy reserve securitizations, and asset management agreements. This team member will work closely with other ... + Be part of the Markets Division in Houston which encompasses trading, sales relationships, and client pricing + Perform daily risk management duties for all… more
- Amazon (Dallas, TX)
- …Our Capital Markets customer base spans a broad spectrum of financial services organizations: Buy-Side: Hedge funds, asset managers, wealth managers, and ... home, there's nothing we can't achieve in the cloud. AWS Sales , Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth… more
- JPMorgan Chase (Dallas, TX)
- …is a global leader across investment banking, wholesale payments, markets and securities services . The world's most important corporations, governments and ... liquidity in markets around the world. Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and… more
- Truist (Webster, TX)
- …of retail solutions including banking, mortgage, planning, investments, and insurance services . Leverage the Truist referral network to generate client acquisition ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should… more
- City National Bank (Houston, TX)
- …General Securities Rep * Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services . * Excellent ... to the Royal Bank of Canada (RBC) Rochdale Private Investment Counseling Service including the RBC Rochdale portfolio analysis and proposal process (Galaxy… more
- Guardian Life (Austin, TX)
- The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing ... owner clients. **You will** Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability… more
- City National Bank (Houston, TX)
- …abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and ... * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. * Facilitate and… more
- Nuveen Investments (Frisco, TX)
- …correctly applied to financial transactions. This job works directly with asset management, portfolio management and acquisition/disposition teams. In addition, this ... quarterly financial analytics, and reports to senior management ensuring accurate asset evaluations. **Key Responsibilities and Duties** + Reviews Generally Accepted… more
- JPMorgan Chase (Austin, TX)
- …of appropriate investment products + Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support ... coordination of sales effort with Capital Advisors, Trust Officers and Wealth...Adhere to internal and external policies and procedures regarding securities transactions and code of conduct + Provide guidance… more
- JPMorgan Chase (Dallas, TX)
- …Life Sciences clients. You will collaborate closely with credit underwriting, treasury sales , client service , and other functional areas to provide comprehensive ... a focus on business relationships + Understanding of Commercial Banking products and services with knowledge of the region + Ability to mobilize internal networks… more