- 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 ... 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
- Charles Schwab (Austin, TX)
- …selected candidate for this role to work on site in the specified locations.** As a Sr . Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- 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
- 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
- Bank of America (San Antonio, TX)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... FOR PRIVATE WEALTH MANAGEMENT ONLY.This **Elite Growth Practice (EGP) Private Wealth Relationship Manager ** supports the Financial Advisor team to further… 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
- Charles Schwab (Westlake, TX)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. As a ** Senior Regional Manager ** you will coach and counsel a team of 10-12 ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and ...and values your contributions, consider a career as a Senior Regional Manager . **What you are good… more
- JPMorgan Chase (Plano, TX)
- …and collaboration with various businesses and functional areas across JP Morgan Wealth Management. **Responsibilities:** + Collaborate with product manager and ... **Description:** The JP Morgan Wealth Management (JPMWM) business is focused on helping...technology and bring them to market. **Position Overview:** The Senior Product Associate will play a pivotal role in… 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
- Cognizant (Plano, TX)
- **About the role:** As a Sr . Functional Architect, you will make an impact by designing and implementing robust, scalable solutions that integrate AWS Cloud and IBM ... + Proven expertise in the Cards and Payments domain; familiarity with Asset & Wealth Management is a plus. + Excellent problem-solving abilities and a track record… more