- First National Bank of Omaha (Plano, TX)
- …regularly with clients to assess needs, goals, and risk tolerance. + Holistic Wealth Management : Deliver solutions across savings, investments, planning, and ... Management : Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions ....insurance to support clients' wealth preservation and long-term goals. + Solution Identification: Recognize… more
- Scotiabank (Houston, TX)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...Finance to market the firm's capabilities and deliver client solutions + Supporting transaction structuring and execution efforts, with… more
- TIAA (Frisco, TX)
- …to ensure Wealth Advisor Consultants are providing informed and robust solutions . + Develops and implements territory management and advisor segmentation ... **Key Responsibilities and Duties** + Leads a team of Wealth Advisor Consultants across all channels to build and...are maximizing utilization of internal systems and customer relationship management (CRM) system as needed to drive results. +… more
- Deloitte (Dallas, TX)
- …leveraging Excel calculations and models around financial data. + Experience with investment managers (traditional, alternatives, wealth , and/or real estate). + ... resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful… more
- Citigroup (Dallas, TX)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... Grow client net revenue annually in core product areas: investment management , capital markets, and banking &...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more
- JPMorgan Chase (Dallas, TX)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client… more
- Principal Financial Group (Austin, TX)
- … solutions leader (individual contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing ... advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain software solutions that support wealth management platforms and… more
- JPMorgan Chase (Plano, TX)
- …an ever-changing landscape. In this role you will be aligned to support **Asset & Wealth Management 's US Wealth Management Client Operations** team which ... end-to-end issue/action plan workflow, including root cause analysis, and working with Wealth Management Client Operations and other impacted stakeholders to… more
- Bank of America (Dallas, TX)
- …Job Description:** The Alternative Trading and Operations team is a part of Wealth Management Operations. The Alternative Investments Trading and Operations Team ... Transaction Management Ops Team Lead - Alternative Investments Trading...identify root cause and assist with remediation efforts and solutions + Reviews processes to ensure effectiveness, and recommending… more
- JPMorgan Chase (San Antonio, TX)
- …acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more