- Bank of America (The Woodlands, TX)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model...Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience +… more
- PNC (Houston, TX)
- …financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who ... solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach to… more
- Charles Schwab (Austin, TX)
- …Schwab Corporation (CSC) that are focused on offering traditional retail and advisor -sponsored banking and personal trust services to complement Schwab's ... Bank Internal Audit team is focused on the execution of Bank and Trust audits that target governance processes, risk management programs, internal controls, and… more
- Charles Schwab (Westlake, TX)
- …Schwab Corporation (CSC) that are focused on offering traditional retail and advisor -sponsored banking and personal trust services to complement Schwab's ... Audit team is focused on the execution of Bank, Trust , AML, Fraud, and Conduct audits that target governance...activities are directed towards the Charles Schwab Banking and Trust Services (BTS) organization, which represents three banks and… more
- Manulife (TX)
- …. You will help to shape a new retirement recordkeeping and trust operations ecosystem including the complimentary tenets of people, process, technology and ... tasks and accountabilities supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will… more
- ConocoPhillips (Houston, TX)
- …business success. Job Summary The Tax Counsel or Tax Consultant (the "Tax Advisor ") will have responsibility for tax research and planning projects on US outbound ... on all tax matters for the region the Tax Advisor will be assigned to. The Tax Advisor...tax technical support within the first year + Develop trust by Tax Management to use proper judgment to… more
- Fujitsu (Longview, TX)
- …best practices, overseeing the production of deliverables, and establishing trusted advisor status with business and technology stakeholders. Key Responsibilities: + ... overall QA/testing efforts and supporting business with User Acceptance testing. Trusted advisor to our clients + Establish trusted advisor status with… more
- Mackenzie Eason & Associates (Midland, TX)
- …multimillion‑dollar upgrades of parks and critical water infrastructure. Midland needs a legal advisor who can lead with opportunity, safeguard the public trust , ... open-government compliance. The City Attorney is both a trusted advisor and a catalyst. You will brief the Council...to reduce turnaround times. Key Responsibilities + Chief Legal Advisor - Provide timely, practical counsel to the Mayor,… more
- Prysmian Group (Marshall, TX)
- …cultivating a high-performance culture, fostering strong labor relations, and serving as a trusted advisor to plant leadership and staff. A key focus of this role is ... grievance handling, negotiations, and labor strategy. + Act as a **trusted advisor ** to plant leadership, providing timely, data-driven insights and guidance on… more
- Thrivent Financial (San Antonio, TX)
- …Latino Team will indeed bring meaning and purpose. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their journeys ... + Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen… more