- Covr Financial Technologies (Houston, TX)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... + Maintain accurate and up-to-date records in our agency management system + Generate reports for management ...agency management system + Generate reports for management on policy status, lapse notifications, and other key… more
- Comerica (Dallas, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role… more
- Cherry Bekaert (Austin, TX)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... a passion for superior client service, uncompromising integrity, excellent project management abilities, and leadership skills. We're a fast-paced and dynamic… more
- HUB International (Dallas, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices ... is not be construed as a contract for employment. Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel:… more
- Bank of America (Dallas, TX)
- …the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management . **The Academy** will support you along the way with ... and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... written and verbal communication + Proven influencing and relationship management skills + Proven analytical skills **Education:** + Bachelor's degree/University… more
- JPMorgan Chase (Arlington, TX)
- …needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless ... and skills** + College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience + Strong desire… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... + Proficient in regex for data manipulation and field extraction + Configuration Management tools: Familiar with tools like Ansible, Chef, or Puppet for automating… more
- HUB International (Austin, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 ... offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. **Mission Statement:** We are a highly committed, diverse financial services organization serving hundreds of thousands of… more
- Citigroup (San Antonio, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... industry regulations (PCI DSS, SOX, etc.) and internal standards. * Risk Management & Remediation: Identify, assess, and evaluate security vulnerabilities and risks.… more