- Deloitte (Houston, TX)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... industry and a passion for providing strategic advice to senior executives. The CQ Knowledge Center is seeking a...and expand our research and insights agenda across the investment management and wealth … more
- Huntington National Bank (Austin, TX)
- …and assist with data reconciliation. + Create clear, professional presentations for investment committees and senior leadership. + Support the alternatives group ... Description + Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment … more
- Charles Schwab (Austin, TX)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and ...to share with their team of CFP(R) or CFA(R) investment professionals. **Managing change** - The Senior … more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... coordinating a custom marketing plan for assigned market; organizing and conducting investment management , estate planning and trust seminars for communities and… more
- City National Bank (Dallas, TX)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director ... of Wealth Management , is a leadership role as...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the… more
- City National Bank (Dallas, TX)
- *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... analyze results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings,… more
- Truist (Austin, TX)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in...* 8 or more years of sales and client management experience in Wealth Management … more
- Charles Schwab (Westlake, TX)
- …Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services to both retail and registered investment advisor (RIA) ... clients. The team is responsible for Schwab's wealth management strategy, while delivering industry-leading experiences, through solutions like Schwab Wealth … more
- Wells Fargo (Dallas, TX)
- … Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products ... each market and across all channels within Wells Fargo's Wealth and Investment Management division...Collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals +… more
- Zions Bancorporation (Houston, TX)
- …teams to prepare materials for review and approval by senior management and/or committee(s) + Significant knowledge of investment banking products, services ... assist with deal information materials for internal committee and senior management review and approval + Ensure...management and/or committee(s) + Significant knowledge of applicable investment banking regulations + High level of focus on… more