- WTW (Dallas, TX)
- …change management and communication skills and experiences to build trust and influence decisions critical to achieving the desired outcomes. + **Relationship ... investments. **Project management ** + Function as a project manager/liaison with senior EX staff and clients to ensure materials are accurate, deadlines are… 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, ... communication with clients + Identifies portfolio weaknesses and trends and alerts management (Group Manager, Market President, Senior Credit Officer) to… more
- Citizens (Houston, TX)
- …operate by sustaining a high level of trust and confidence by senior line and risk management Qualifications + Demonstrated, long-term client relationships ... Markets (interest rate derivatives and FX), Private Banking and Wealth , Structured Products, Treasury Management or other...the entire firm for each of your sponsors, including senior partners and firm management , investment teams,… more
- First Horizon Bank (Dallas, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... align with regulatory expectations and best practices. + Collaborate with senior audit management to scope and design annual audit plans that reflect material… more
- Charles Schwab (Westlake, TX)
- … to registered independent advisory firms. It provides access to sophisticated wealth - management services that help advisors attract and retain affluent clients, ... with business partners to help Advisor Services achieve its goals. The Senior Manager will be responsible for supporting the Director with executive deliverables… 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, ... and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …+ Provide actionable insights to clients, with a focus on estate planning and wealth management . + Oversee financial statement preparation and ensure accuracy in ... Description Senior Tax Manager Lead, Strategize, and Make an...planning, compliance, estate planning, financial statement preparation, and asset management -all with an eye for growth and excellence. Your… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... a full range of investment banking, credit and risk management products and services relevant to the financing and...US Accounting Policies and Procedures Manager reports to the Senior Manager, US Accounting Policies and Procedures and is… more
- Vanguard (Dallas, TX)
- …this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a Vanguard Advisor, You Will: + ... plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized… more
- Anywhere Real Estate (Houston, TX)
- We are seeking a highly skilled Senior Title Examiner with 5+ years of title examination experience with Residential Lot/Block properties. The ideal candidate will ... Title Group is a full-service title, settlement, underwriting, and vendor management services company serving consumers, real estate companies, affinity groups,… more