- Cushman & Wakefield (San Antonio, TX)
- **Job Title** Director, Trust Asset **Job Description Summary** The Trust Asset Director will oversee and support Trust Asset Managers in managing portfolios ... and directly managing a portfolio of assets. Additionally, the Trust Asset Director will play a pivotal role in...team members to develop a complete understanding of the client 's needs to promote, enhance, and expand existing … more
- Charles Schwab (Southlake, TX)
- …risks are effectively managed, Schwab client information is protected, and our client 's trust is maintained. Success in this role will require ability to ... exercise influence, communicate effectively, think strategically, and work collaboratively among internal and external stakeholders across multiple functions combined with strong expertise in risk management discipline and security and technology controls best… more
- First State Bank (Denton, TX)
- …a primary point of contact, delivering consistent, high-quality service that strengthens client trust and maximizes retention. + Generate additional loan ... clients and self-generated prospects, with a focus on relationship management and client retention. The Mortgage Advisor position is a salary plus commission… more
- First State Bank (Denton, TX)
- …create value for our shareholders. Our Core Values are Genuinely Care, Trust , Relentless Improvement and Accountability. All FSB employees perform their daily job ... customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective Trust...the Policy & Procedures manual + Foster and support client relationships + Maintain files, both paper and electronic,… more
- First Horizon Bank (Dallas, TX)
- …region. **Essential Duties and Responsibilities** : * Manage independently a significant client portfolio for the bank * Expand existing client relationships ... which generate incremental revenue for the bank * Develop new client relationships which generate acceptable returns for the bank * Independently able to recognize… more
- Charles Schwab (Westlake, TX)
- …on site in the specified locations. **Manager Strategic Planning, Banking and Trust Services** will primarily be responsible for supporting Schwab's firmwide move ... must be able to synthesize the complexity inherent in the systems, regulatory rules, client needs, and efficiency and growth opportunities at Schwab. The goal is to… more
- Robert Half (Dallas, TX)
- …You'll strengthen relationship s and deepen your abilities to communicate, gain trust , and network with client personnel and professional associates. At ... to translate and communicate technology topics and audit issues to client personnel, including executives. + Supervisory experience of teams including mentoring,… more
- JPMorgan Chase (Dallas, TX)
- …monitoring and approving ad valorem taxes to be paid; preparing and presenting client presentations with the trust officers and bankers; attending client ... client service + Demonstrated understanding of wealth management, trust and estate administration, and/or vendor management preferred JPMorganChase, one of… more
- BOOZ, ALLEN & HAMILTON, INC. (San Antonio, TX)
- …investigation and may need to meet eligibility requirements of the US government client ; Public Trust determination is required. Compensation At Booz Allen, we ... technical and non-technical stakeholders at various levels + Public Trust + Bachelor's degree in Information Technology or Civil...hybrid, you'll periodically work from a Booz Allen or client site facility. + If this position is listed… more
- Charles Schwab (Southlake, TX)
- …partners achieve their strategic priorities by promoting principles and practices that build client trust and safeguard the integrity of the firm. The Compliance ... Department advises on applicable federal and state rules and regulations, supervisory systems, and policies and procedures; liaises with regulators; provides guidance on communications with the public; conducts surveillance and investigations to monitor for… more