- Deloitte (Houston, TX)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... The CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our...research and insights agenda across the investment management and wealth management marketplaces. This high-impact role is designed for… more
- First National Bank of Omaha (TX)
- …team and commit to exceeding expectations. We are looking for a highly skilled Senior Product Manager to develop the holistic customer experiences through new ... capabilities and product sets to serve to our wealth clients. You will be expected to manage the...opportunities based on market analysis . Lead development/enhancement of wealth management offerings . Create business cases for new… more
- City National Bank (Dallas, TX)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... success of the Wealth & Institutional Management business unit by building and...assets. Effectively transition the client relationship to the relationship manager by staying involved with the client until the… more
- City National Bank (Dallas, TX)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... analyze results of testing performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings,… more
- 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 ... this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist to help deliver an unparalleled… more
- Huntington National Bank (Austin, TX)
- …reconciliation. + Create clear, professional presentations for investment committees and senior leadership. + Support the alternatives group with operational and ... accuracy and timeliness. + Communicate key developments in external research and manager performance to portfolio managers and the investment team. + Assist in… more
- Charles Schwab (Westlake, TX)
- …"challenge the status quo" and transform the finance industry together. Schwab's Wealth and Advice Solutions (WAS) organization is building and delivering an ... industry-leading wealth management experience. WAS' vision and mission is to...various levels of WAS employees from client-facing representatives to Senior Leadership. **What you have** Required Qualifications: + Bachelor's… more
- JPMorgan Chase (Richardson, TX)
- …a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and ... utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships… more
- Citigroup (Irving, TX)
- In this role, the ** Senior Major Incident Manager ** will own...is you will have the opportunity to gain a wealth of knowledge on a multitude of product and ... highest degree of service. Some of the specific activities that the Senior Incident Manager engage on will include: + Triage all the appropriate support teams… more