- Scotiabank (Houston, TX)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic… more
- JPMorgan Chase (Houston, TX)
- JP Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank, JP Morgan Securities, and Chase Wealth ... JP Morgan Private Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based Advice Framework and is responsible… more
- TIAA (Frisco, TX)
- …are providing informed and robust solutions. + Develops and implements territory management and advisor segmentation strategies to ensure Wealth Advisor ... **Key Responsibilities and Duties** + Leads a team of Wealth Advisor Consultants across all channels to build and...are maximizing utilization of internal systems and customer relationship management (CRM) system as needed to drive results. +… more
- Citigroup (Irving, TX)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **Analytics & Data Science Data Rules & Exception Management Director** **(Hybrid)** **About Citi** Citi, the leading...to take ownership and accountability for data governance and management . This is achieved through setting the Citi Data… more
- S&P Global (Dallas, TX)
- …(for internal use):** 09 **About the Role: Sr Operations Specialist, Fixed Income Data Management ** **The Team:** The role will be part of the Index Management ... Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed… more
- Citigroup (Irving, TX)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... integrated into the sectors and functions. As a **Senior Privileged Access Management (PAM) Security Engineer** , you will joining Citi's Information Security Office,… more
- World Insurance Associates, LLC. (Dallas, TX)
- …targets aligned with World Investment Advisors' strategic criteria across Wealth Management and Retirement specializations. + Possess the depth and ... who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term… more
- Citigroup (Dallas, TX)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... Grow client net revenue annually in core product areas: investment management , capital markets, and banking &...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more
- JPMorgan Chase (Plano, TX)
- …an ever-changing landscape. In this role you will be aligned to support **Asset & Wealth Management 's US Wealth Management Client Operations** team which ... plan workflow, including root cause analysis, and working with Wealth Management Client Operations and other impacted...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Principal Financial Group (Austin, TX)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically in the ... **Key Responsibilities:** + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications. + Grow the… more