- CIBC (Dallas, TX)
- …degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD. + ** Wealth management expertise:** Bring 15+ years of experience in portfolio ... more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Senior Relationship Manager** , you'll focus on growing direct...management , wealth management , personal tax,… more
- US Bank (Irving, TX)
- …team. This role will support audit coverage of the Wealth Management , Investment Advisory Services and Trust Operations. Operations provides direct support ... laws, regulations, financial services, and regulatory trends impacting wealth management , investment advisory services, and knowledge of trust and fiduciary… more
- Charles Schwab (Westlake, TX)
- …Experience Designer (individual contributor)** to help us create a simple, modern wealth management platform that enables world-class efficiency and highly ... personalized experiences for Advisors and Associate Wealth Advisors in the Wealth and Advice...stakeholders, product owners, and technology partners, requiring excellent relationship management and executive presence. **What you are good at:**… more
- Charles Schwab (Southlake, TX)
- …resolving vulnerabilities within Veracode. **Preferred Qualifications** + Financial Services or Wealth Management industry experience + Advanced Spring ecosystem ... commitment to democratize access to investing and financial planning. Wealth and Advice Solutions Technology (WAS Tech) is an...AWS, GCP or Azure. + Maven or Gradle build management + Comprehensive testing experience (unit, integration, e2e) with… more
- Charles Schwab (Austin, TX)
- …+ Expertise in how AI can be applied in Financial Services to drive value, Wealth and Asset Management experience preferred What you will gain: + Opportunity to ... strategic planning cycle. Corporate Strategy supports the Board, C-suite, and senior leaders, and is responsible for delivering thoughtful, insightful contributions… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... ** Senior Application Security Analyst** Citi, the leading global...for institutions with cross-border needs, a global leader in wealth management and a valued personal bank… more
- Capital One (Plano, TX)
- …4+ years of experience in one or more areas of compliance, such as consumer, brokerage, wealth management , or trust + 1+ years of experience with data ... Principal Auditor (Experienced Senior Auditor) Corporate Compliance Audits (Hybrid) Capital One's...the effectiveness and efficiency of Capital One's governance, risk management , and internal control processes. + You possess a… more
- First Horizon Bank (Houston, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to… more
- Charles Schwab (Westlake, TX)
- …merchandised across key audiences and channels. The ideal candidate will understand the wealth management marketplace, as well as how to effectively develop ... + Understanding of investor and/or advisor audiences, philanthropic giving vehicles, and/or wealth management solutions. + Experience with project management … more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... and progress together. **Overview of the Role:** The **Cloud Security Architect Senior Engineer** is responsible for defining and driving the Google Cloud Platform… more