- Lincoln Financial (Austin, TX)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...and gathering all necessary information. + Contributes to the development of processes and procedures to ensure compliance with… more
- Bank of America (San Antonio, TX)
- …overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key ... Investment Management Specialist San Antonio, Texas **To proceed...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to include market strategy, product demonstration and promoting ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- CIBC (Houston, TX)
- …transaction structuring and to generally support the senior professionals with business development and transaction execution activities. The Analyst will ... analysis to assist in the identification and/or analysis of investment banking business opportunities + Participate in...value for all CIBC stakeholders is driven by a business culture based on common values: Trust ,… more
- JPMorgan Chase (Dallas, TX)
- …+ Partnering with Wealth Advisors with respect to the vetting and pricing of new trust business , including developing a full understanding of the purposes of the ... and trust services. Job Responsibilities + Analyze trust documents for legal, tax, administrative and investment...+ Relevant years of relevant experience focused in the Trust business ; either at a corporate fiduciary… more
- Wells Fargo (Austin, TX)
- …Develop new business , retain or expand current relationships and coaches on business development and develop investment strategies + Review documents, ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
- Robert Half (Dallas, TX)
- …REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong ... an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing Financial Services team...., you'll partner with our clients to solve complex business problems and provide impactful advice and solutions. You'll… more
- Comerica (Dallas, TX)
- …across personal and institutional markets. Provide input to sales strategies across all trust lines of business to achieve revenue / growth targets. Support ... advisory channels, private wealth clients and other internal Comerica line of business channels. Maintain deep knowledge of trust products and services, staying… more
- City National Bank (Houston, TX)
- … DEVELOPMENT SPECIALIST* WHAT IS THE OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the ... identification of qualified independent Financial Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients.… more
- CIBC (Houston, TX)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Private Wealth Business Development Officer (BDO), you are responsible for the ... and other sales professionals to orchestrate activities to achieve business development strategies. In addition, you will...or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management… more
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