- World Insurance Associates, LLC. (Houston, TX)
- …- Personal Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is ... HubSpot to its fullest potential + Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have… more
- HUB International (Dallas, TX)
- …array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over ... We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering...vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to… more
- JPMorgan Chase (San Antonio, TX)
- …of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver ... with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately… more
- S&P Global (Dallas, TX)
- …Product Suite, specifically catering to the evolving marketplace for syndicated and private credit systems. This role offers the opportunity to identify and define ... problems, take ownership of solutions , and tackle complex challenges from both qualitative and quantitative perspectives. **Responsibilities & Impact** **:** You… more
- Oracle (Austin, TX)
- …include Global Banking, Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management , Private Wealth Management , and Cash & ... Industry Unit. **Who we are:** Oracle is a market leader in Cloud/AI solutions because we connect thousands of companies with enterprise products they can trust.… more
- HUB International (Austin, TX)
- …and wealth management products and services. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make ... provide financial piece of mind and top of class solutions , investments, administration, and service. We are committed to...and responsibilities:** + Primarily phone customer service + Time management of responsibilities + Data entry + Review &… more
- HUB International (Austin, TX)
- …and wealth management products and services. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make ... United States. We provide financial piece of mind and top of class solutions , investments, administration, and service. We are committed to the highest Ethics,… more
- JPMorgan Chase (San Antonio, TX)
- …+ Build collaborative relationships with partners across lines of business - Chase Wealth Management , Home Lending, Branch Teams, Commercial Bank, and Private ... bank for our clients. **Job responsibilities** + Provide leadership, management , support, direction, and guidance to a team of...to team on loan structuring, pricing, and developing customized solutions ; help team identify solutions to complex… more
- Citigroup (Irving, TX)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... in defining and implementing advanced observability, resiliency, and recoverability solutions . You will engage deeply with core technology, architecture, and… more
- Scotiabank (Dallas, TX)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in- class service model, making… more