• Wealth Management Solutions, Trusts & Estates…

    JPMorgan Chase (Dallas, TX)
    …teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, ... practice that manages clients' mineral interests as fiduciary for Trust , Agency and Foundation accounts holding oil, gas and...200 years and today we are a leader in investment banking, consumer and small business banking,… more
    JPMorgan Chase (07/25/25)
    - Related Jobs

  • Financial Advisor - Plano

    First National Bank of Omaha (Frisco, TX)
    …Transition Assistance Succession Packages **About This Role:** **Key Responsibilities:** + ** Business Development :** Implement sales strategies and action plans ... & Health and Variable Contract insurance licenses. + Previous successful business development activities and effective relationship management experience. +… more
    First National Bank of Omaha (06/07/25)
    - Related Jobs

  • Private Wealth Management Wealth Advisor

    Regions Bank (Houston, TX)
    …years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or ... of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management **Skills and Competencies** +… more
    Regions Bank (07/15/25)
    - Related Jobs

  • Director, Wealth Client Relationship Management

    TIAA (Dallas, TX)
    …financial analysis tools and wealth management software Related Skills Business Development , Client Relationship Management, Collaboration, Consultative ... through identifying value-added products and services for clients and develops additional business through referrals. + Performs investment research and stays… more
    TIAA (07/26/25)
    - Related Jobs

  • Consultant, Retirement Benefits

    Lincoln Financial (Austin, TX)
    …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... develop and refine strategy and plan design for agents; aligning with business objectives. Company Owned Life Insurance * Manage administration of company-owned life… more
    Lincoln Financial (07/16/25)
    - Related Jobs

  • Registered Wealth Management Client Associate

    Bank of America (Austin, TX)
    …+ Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
    Bank of America (07/23/25)
    - Related Jobs

  • Account Executive - Captive Management

    WTW (Dallas, TX)
    …board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, ... and Broking (CRB), Human Capital and Benefits (HCB), and Investment , Risk and Reinsurance (IRR). As part of this...base. + Take responsibility for a number of new business development projects. + Promote the Company… more
    WTW (07/17/25)
    - Related Jobs

  • Financial Services Senior Manager - Regulatory…

    Deloitte (Dallas, TX)
    …efficiencies or scale or reduce risk for our clients + Manage internal business development initiatives and sales opportunities, including the creation of ... artificial intelligence / machine learning, and other digital strategies + Manage the development of client deliverables or for internal business needs + Lead… more
    Deloitte (07/23/25)
    - Related Jobs

  • Vice President of Editorial, ICIS (Hybrid)

    RELX INC (Houston, TX)
    …global industries. + A mission-driven, high-performing editorial culture with strong investment in technology and people development . + Competitive compensation, ... About the Business At ICIS, our mission is to optimize...commodity intelligence, inspire a world-class team, and safeguard the trust and influence our brand commands globally. Responsibilities Editorial… more
    RELX INC (06/27/25)
    - Related Jobs

  • Sr. Audit Manager- Enterprise Risk Managemenet

    City National Bank (Dallas, TX)
    …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... in accordance with audit methodology and taking into consideration industry development , emerging risks, and regulatory changes and expectations. Audit coverage… more
    City National Bank (07/10/25)
    - Related Jobs