- JPMorgan Chase (Plano, TX)
- …across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be expected to present on ... to demonstrate your passion for capital markets and the wealth management industry, providing support to our...investment strategies + Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise… more
- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team ... and ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with business partners… more
- Bank of America (San Antonio, TX)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Antonio/ Investment -Management- Specialist \_25030384-2) **Job Description:** ... Investment Management Specialist San Antonio, Texas...Wealth Management is a leading provider of comprehensive wealth management and investment products and services… more
- City National Bank (Dallas, TX)
- …and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking ... *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The ...Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified… more
- Truist (Fort Worth, TX)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...various specialists and IRM partners who are designated to support client service and business development efforts (eg credit,… more
- City National Bank (Dallas, TX)
- …and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking ... *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit...Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA -… more
- JPMorgan Chase (Fort Worth, TX)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP Morgan ... Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables JP Morgan Asset Management… more
- JPMorgan Chase (Houston, TX)
- …income, and financial security for their families and businesses. The Life Insurance Specialist will provide support to advisors across JP Morgan Private Bank ... JP Morgan Wealth Management serves clients across the entire ...on utilizing life insurance solutions to meet client investment and income needs around the Goals Based Advice… more
- Alight (TX)
- …financially secure workforce by unifying the benefits ecosystem across health, wealth , wellbeing, absence management and navigation. With a comprehensive total ... **Alight is Looking for a Licensed DC Customer Solutions Specialist ** **_(FINRA Series 6 or 7 is required)_** This...delivering innovative and effective solutions as part of our Wealth Customer Care group within Alight. **About the Role**… more
- Wells Fargo (Bee Cave, TX)
- …Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. This role is responsible for supervisory ... regulatory, compliance and legal requirements. The Senior Supervisory Control Specialist understands the complexity, partnership needs and customer service… more