- Citizens (Plano, TX)
- Description (Applicants must have experience in payments, private banking, and wealth systems, with expertise in products, solutions architecture and aligning ... capable of leading a team of architects and works alongside senior management , software engineers and technologists to ensure the strategic alignment of… more
- TEKsystems (Fort Worth, TX)
- …clients. Serves as the subject matter expert for our wealth management capabilities, leveraging knowledge of investment products, services and best ... Description Leads the development and deployment of new wealth management products, programs, and features...new solutions and services to add to the product portfolio that enables client achievement of financial goals and… more
- Comerica (Frisco, TX)
- …/Asset Management + Evaluate, recommend and execute strategies for the effective management of Comerica's investment portfolio . + Prepare and present ... analysts on team in management and monitoring of existing hedge portfolio . Executive Committee Communications and Reporting ( Investment Portfolio and… more
- Zions Bancorporation (Houston, TX)
- …+ A minimum of 10 or more years of fixed income portfolio management and/or trading experience, preferably with investment grade fixed income and money ... Management (CILM) team is part of Zions Wealth Management . This division mainly serves institutional...Responsibilities: + Proficient in all aspects of fixed income portfolio management including portfolio construction… more
- Lincoln Financial (Austin, TX)
- …**Requisition #:** 74559 **The Role at a Glance** As a Sr. Consultant, Portfolio Execution, you will provide subject matter expertise and direction on complex ... business results through project work to support process changes and performance management strategies. **What you'll be doing** + Maintains knowledge on current and… more
- Bank of America (San Antonio, TX)
- …and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... Management is a leading provider of comprehensive wealth management and investment products...Client Management + Client Solutions Advisory + Portfolio Management + Referral Identification + Referral… more
- Bank of America (College Station, TX)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Business Development + Fraud Management + Pipeline Management + Portfolio Management +… more
- Charles Schwab (Westlake, TX)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and… more
- Bank of America (Bedford, TX)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As… more
- Edward Jones (Dallas, TX)
- …planning, portfolio construction, investment advice, and guidance on complex wealth management topics. Our branch teams receive a comprehensive view of ... have a desire to be a part of the wealth management process? Do you have a...portfolio management and planning through analytics and… more