• Securities Services Operations…

    JPMorgan Chase (Plano, TX)
    …+ Establish and direct a globally consistent AI and Intelligent Solutions implementation strategy for Securities Services while delivering at scale + Collaborate ... efficiency and growth. As an Operations Automation Director in Securities Services, you will spearhead the analysis and deployment...with senior executives and change leads to identify, prioritize, and… more
    JPMorgan Chase (08/21/25)
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  • Treasury Portfolio Manager

    Comerica (Frisco, TX)
    …individual security and product type analysis utilized to formulate investment strategy , purchases and sales of multimillion-dollar securities , internal, ... Job Description Portfolio Manager The Portfolio Manager assists the...Comerica's investment portfolio. Prepare and present diversification and investment strategy presentations to senior management. Utilize and… more
    Comerica (07/25/25)
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  • JP Morgan Wealth Management - Product Accelerator…

    JPMorgan Chase (Plano, TX)
    …areas across JP Morgan Wealth Management. **Responsibilities:** + Collaborate with product manager and other stakeholders to define product strategy , business ... comprised of the Chase wealth management business, JP Morgan Securities and Online Investing - our digital investing platform....out of 3,500 branches and 21 offices. Digital Product Strategy & Acceleration is part of the Product Acceleration… more
    JPMorgan Chase (08/23/25)
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  • Financial Advisor

    Atria Wealth Solutions (Fort Worth, TX)
    …assess the objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise ... financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing… more
    Atria Wealth Solutions (06/17/25)
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  • Sr Client Relationship Specialist, Private Wealth…

    Charles Schwab (Westlake, TX)
    …"challenge the status quo" and transform the finance industry together. As a Senior Client Relationship Specialist, you will have the opportunity to bring your ... Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom...quality service and the ability to execute the Schwab strategy . Essential skills include: **Required Qualifications:** + **Active and… more
    Charles Schwab (08/21/25)
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