- Charles Schwab (Westlake, TX)
- …selected candidate for this role to work on site in the specified location(s). As a Fixed Income Service Senior Specialist, you would operate in a dual ... to educate, guide, and assist clients. A career in Fixed Income begins with a solid client focused mentality and a strong desire to help clients meet their… more
- JPMorgan Chase (Austin, TX)
- …recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support across ... allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to… more
- Neuberger Berman (TX)
- …and business development skills; existing RIA relationships a plus + Strong fixed income /ETF background with a fundamental understanding of alternatives desired ... client meetings per week + Possess strong client relationship skills; influence senior clients to...June 30, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private… more
- First Horizon Bank (Houston, TX)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... market region of a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing client relationships which… more
- Capco, a Wipro Company (Dallas, TX)
- …with strong credibility + Key areas of product knowledge to include OTC derivatives, Fixed Income and Equities + An understanding of the key market, global ... to present to a wide range of stakeholder from AVP to senior MDs + To balance client delivery and supporting development of new client opportunities or… more
- Scotiabank (Houston, TX)
- …& acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious ... Manager/ Senior Manager, Energy Credit Risk - US Risk...and provide necessary challenge, where appropriate. + Champion a client focused culture by developing productive relationships and high… more
- Charles Schwab (Westlake, TX)
- …marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income , Annuities & Insurance, and 529). Our mission ... Advice Solutions business and prioritize investments in these areas. Within WAS, the Senior Manager, Alternative Investments Offer Management, will be a part of the… more
- Scotiabank (Dallas, TX)
- …& acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious ... Senior Manager, Regulatory and Business Initiatives Group **Requisition...Customer Focus: Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and… more
- PNC (San Antonio, TX)
- …120 days of employment. FIG - SIE, Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and 63 within 120 days of employment. Foreign ... Experienced in preparing detailed business plans with focus on client and prospect prioritization and targeting - Responsible for...Series 7 and 63 within 120 days of employment. Fixed Income (Tax-Exempt): Municipal Trading and Underwriting… more
- Scotiabank (Houston, TX)
- …& acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious ... are very high as most work is presented to senior executives at client firms and supervision...firm such as Corporate Banking, Equity Capital Markets, Global Fixed Income and Global Equity Derivatives gaining… more