- Wells Fargo (Austin, TX)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, ... and trust documents, probate laws, and tax provisions + Experience in wealth management with high-net-worth clients of at least ten million dollars + Ability… more
- Charles Schwab (Westlake, TX)
- …(TM) is the leading provider of custodial, trading, technology and practice management offerings for independent Registered Investment Advisory (RIA) firms. We ... provide access to sophisticated wealth - management services that help more than 15,000...management services that help more than 15,000 independent investment advisors attract and retain affluent clients, as well… more
- JPMorgan Chase (Fort Worth, TX)
- …an opportunity to leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts. As a Trust & ... Estate Operations Insurance Officer in our Asset Wealth Management team, you will oversee and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- S&P Global (Dallas, TX)
- …deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, ... in connection with provision of post-trade valuations for their alternative investment positions. The Senior Associate will use valuation techniques and… more
- S&P Global (Dallas, TX)
- …deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, ... connection with provision of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques and technology-enabled… more
- JPMorgan Chase (Plano, TX)
- …solutions, including data architecture, across multiple technical domains within Asset & Wealth Management (AWM) and Global Client Onboarding to support project ... maintain the data architecture framework, standards, and principles for Asset & Wealth Management (AWM), ensuring scalability, performance, and security. +… more
- Bank of America (Plano, TX)
- …and Reporting group is responsible for providing financial support for the Consumer, Wealth Management and Small Business Card unsecured lending products. The ... pricing, financial reporting, and overseeing value creation ideas and new investment business cases. Job expectations include supporting management in… 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 ... SSD also orchestrates strategic planning, resource optimization, and total Book of Work management across CSO to ensure all teams are working towards our most… more
- Bank of America (Fort Worth, TX)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Credit, Treasury Management , and Merchant Services in order to design and...minimum of 10 years' experience in Commercial Lending or Investment Banking. + Demonstrates ability to successfully manage an… more
- Citigroup (Irving, TX)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Citi enables clients to achieve their strategic ... Bank that believes in its talent** Due to significant and continued investment , Citi's technology team is growing. We're looking for talented, driven individuals… more