- Wells Fargo (Austin, TX)
- …(IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells Fargo ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB ... is looking for an Internal Audit & Financial Advisory Senior Consultant focused on Trust Auditing to...We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on… more
- Robert Half (Dallas, TX)
- …REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong ... an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing Financial Services team....be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of… more
- Raymond James Financial, Inc. (Houston, TX)
- …that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the ... of the investment goals and requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation, and the selection of… more
- UMB Bank (Houston, TX)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing aviation,...the most complex administrative issues and providing support to senior level client staff. This position will provide day… more
- Wells Fargo (Dallas, TX)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary...applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth… more
- Comerica (Dallas, TX)
- …coordinating a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and ... Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior ...university + 10 years of sales experience in personal trust , investment or financial products + 5… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and ... clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of... Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and complex… more
- Amazon (Austin, TX)
- …transportation, operations, and delivery networks. We believe that through investment in new transportation, operations, and delivery technologies, we will ... internal and external customer experience, and increase confidence and trust in Amazon as the single, best option to...want when you want it. We are seeking a Senior Manager, Product Management to lead Cross-Org Consolidation to… more
- City National Bank (Austin, TX)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... *MORTGAGE LOAN UNDERWRITER SENIOR * WHAT IS THE OPPORTUNITY? The role of...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more