- 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 ... mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from...+ 6+ Years of experience in Capital Markets firm ( Investment Bank / Investment Management )… more
- JPMorgan Chase (Plano, TX)
- …right place. As a Principal Software Engineer at JPMorganChase within the Asset Wealth Management Investors Tools Team, you, you provide expertise and ... join us in building innovative financial technology that transforms the way our wealth managers meet our clients' needs around the globe. **Job responsibilities** +… 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 ... with our business partners/area product owners to build strategic solutions for our clients in investment banking....build strategic solutions for our clients in investment banking. **Our Impact:** Deal Management function… more
- TIAA (Frisco, TX)
- …on financial matters such as, but not limited to, asset allocation, wealth management , retirement planning, education funding, estate planning, tax strategies, ... determine needs for trust administration improvements and to strategize possible business solutions . + Reviews trust and investment portfolios' construction to… more
- JPMorgan Chase (Dallas, TX)
- …Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new ... but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized… more
- TIAA (Frisco, TX)
- …Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management **Anticipated ... is responsible for resolving client questions, educating clients regarding investment options and requirements, facilitating transfers, and positioning the… 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...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- Wells Fargo (Austin, TX)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: *...trust. + Execute on client requests, including money movement, investment implementation and ongoing account management . +… more
- Bank of America (Austin, TX)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting...minimum of 10 years' experience in Commercial Lending or Investment Banking. + Demonstrates ability to successfully manage an… more
- S&P Global (TX)
- …+ Onboard and maintain privileged accounts to vaults like CyberArk etc., + Engineer solutions in SailPoint for access management and review. + Review and Manage ... Management + Develop and Lead governance tasks for Access and Identity Management + Engineer and implement solutions to integrate cloud native services with… more