- 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 ... creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged… more
- Charles Schwab (Westlake, TX)
- …(both at the Senior and Working Team level) + 10+ years investment product or project management experience, ideally supporting Alternative Investments + 3+ ... leadership, expertise, and execution efforts with one roadmap for wealth management at Schwab. Within WAS, The...Schwab. Within WAS, The Director, Retail Alternative Investments Offer Management , will be a part of the Investment… more
- Bank of America (The Woodlands, TX)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Charles Schwab (Austin, TX)
- … business. You will focus on: (a) strategic initiatives related to Charles Schwab Investment Management , Inc. (CSIM), a registered investment adviser, and ... experience in leading/performing a sophisticated compliance function within a wealth management and/or advisory enterprise encompassing product development… more
- Comerica (Frisco, TX)
- … of Comerica's investment portfolio. Prepare and present diversification and investment strategy presentations to senior management . Utilize and maintain ... analysis and portfolio performance reporting on a weekly and monthly basis to senior management . Manage and prepare reporting requirements for the Asset… more
- Citigroup (Irving, TX)
- …enhancement and delivery of wholesale credit products tailored to clients within wealth management , ensuring alignment with wealth strategy ... The Product Developer is a role supporting the design, delivery, and ongoing management of credit products for clients in Wholesale Credit. The role requires… more
- Atria Wealth Solutions (Fort Worth, TX)
- …their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to help ... Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Citigroup (Irving, TX)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **Analytics & Data Science Data Rules & Exception Management Director** **(Hybrid)** **About Citi** Citi, the leading...at Citi and associated Board reporting. **Job Summary** This senior leadership role is pivotal in leveraging advanced analytics… more
- First Horizon Bank (Plano, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... the First Horizon 12 state footprint First Horizon's Bank's Treasury Management (TM) division helps its business/commercial clients manage their working capital… 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...plans + Creating and maintaining dashboards and reports for senior management and executive committees. + Support… more