- Huntington National Bank (Austin, TX)
- …+ Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment strategies and managers; ... prepare regular reporting and updates. + Maintain and update shadow accounts and assist with data reconciliation. + Create clear, professional presentations for investment committees and senior leadership. + Support the alternatives group with operational and… more
- City National Bank (Dallas, TX)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- TIAA (Dallas, TX)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify...Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
- First Horizon Bank (Dallas, TX)
- …new and existing software applications and processes typically used by the Wealth Management Business. Primary work focusses on assignment, review and execution of ... user stories developed in conjunction with the Product Owner and Business Analyst while following the Software Development Life Cycle (SDLC). The candidate will… more
- City National Bank (Dallas, TX)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... practices, governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration, Retirement… more
- Truist (Fort Worth, TX)
- …(United States of America) **Please review the following job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to ... group, educating teammates, and improving service, processes, and systems. Will assist the wealth team members on the most complex financial, tax, legacy and estate… more
- JPMorgan Chase (Plano, TX)
- …with leaders, managers and employees across the company. Our Human Resources Analyst Development Program (HRADP) is the premier entry level program to accelerate ... that challenge and grow your skills. As a Summer Analyst in the Human Resources Analyst Development...experience supporting our different lines of business (Asset & Wealth Management, Consumer & Community Banking, Commercial & Investment… more
- Comerica (Dallas, TX)
- Job Description The Investment Banking ("IB") Analyst Program The Investment Banking ("IB") Analyst Program -- is a challenging two-year full-time program ... active across a range of industries and geographies.The base Analyst Program is intended to be two years in...business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping… more
- DXC Technology (Dallas, TX)
- …middle and back offices-while enhancing customer experience transformation. As a **wmA Business Analyst Lead** , you will play a pivotal role in driving large-scale ... Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for...Experience** + **8+ years** of experience as a **Business Analyst ** in the **life insurance** domain, with a strong… more
- Wells Fargo (Irving, TX)
- …this role:** Wells Fargo is seeking talent to join the 2026 Finance Analyst Rotational Program within the Finance organization. Learn more about the career areas ... for earnings releases and investor meetings. **Program Overview** The Finance Analyst Rotational Program is a two-year, early career development program designed… more