- First Horizon Bank (Dallas, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of… more
- JPMorgan Chase (Houston, TX)
- JP Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank, JP Morgan Securities, and Chase Wealth ... The Life Insurance Specialist will provide support to advisors across JP Morgan Private Bank on utilizing life insurance solutions to meet client investment and… more
- Citigroup (Dallas, TX)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... ** Private Bankers at Citi develop and deepen client...Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters… more
- TIAA (Frisco, TX)
- …mentor and manager for the team . **Key Responsibilities and Duties** + Leads a team of Wealth Advisor Consultants across all channels to build and ... The Divisional Director, Advisor Consultants leads and develops a team...collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and… more
- PNC (Houston, TX)
- …develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation ... lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach to... of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist,… more
- Comerica (Dallas, TX)
- … advisor channels, regional partner channels, corporate investment advisory channels, private wealth clients and other internal Comerica line of business ... on industry developments to provide expert guidance to clients and the sales team . Establish and monitor key performance indicators (KPIs) and sales metrics to track… more
- JPMorgan Chase (Dallas, TX)
- …Morgan's extensive network and resources to position the firm as a strategic advisor . The Transaction Development team interfaces across the Global Banking ... Join JP Morgan's Global Banking team as an Executive Director in Transaction Development,... delivers actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth… more
- JPMorgan Chase (Dallas, TX)
- …and attending client meetings + Serve as a liaison between the Financial Advisor team , branch management, compliance and various other business units throughout ... equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal… more
- Bank of America (Dallas, TX)
- …Audit Support for Private Bank depository locations. + The Information Management Team Lead within the Process, Control and Reporting Services Team is ... targets. The Team Lead will act as a technical expert/unit advisor by providing technical support to less experienced associates and may participate in… more
- Bank of America (Dallas, TX)
- …Manager will be a key member of our Healthcare, Education & Not-for-Profit Team , which covers our clients and prospects in the Southwest region. The Healthcare, ... to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social… more