- Truist (Dallas, TX)
- …mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop ... periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work… more
- Citigroup (Irving, TX)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... practices, and escalating, managing and reporting control issues with transparency. **Qualifications** : + 6-10 years of relevant experience + Related certifications (CPA, ACA, CFA, CIA, CISA or similar) preferred + Effective comprehension of business side of… more
- Truist (Fort Worth, TX)
- …confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to ... general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. *… more
- Kyndryl (Austin, TX)
- …with senior stakeholders + Deep understanding of industry trends and technology + Sound personal brand and presence in the industry + Demonstrated ability ... Management, People + Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and… more
- Kyndryl (Austin, TX)
- …of managing or supporting high-value business development activities with senior stakeholders + Sound personal brand and eminence in the Banking and Financial ... Management, People:** + Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and… more
- Kyndryl (Austin, TX)
- …activities with senior stakeholders *Deep understanding of industry trends and technology * Sound personal brand and presence in the industry *Demonstrated ... Leadership, Management, People *Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and… more
- Regions Bank (Dallas, TX)
- …net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary ... of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer… more
- Citigroup (Irving, TX)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... product hardware and software interfaces. + Translates complex business problems into sound technical solutions. + Exhibits sound understanding of concepts and… more
- Citigroup (Irving, TX)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... work products. Gathers, maintains and creates reports on quality metrics. + Exhibits sound understanding of concepts and principles in own technical area and a basic… more
- Citigroup (Irving, TX)
- …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with… more
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