- Truist (Dallas, TX)
- …Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the… 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, ... include but is not limited to stability, observability, portability, SDLC management , producing technical requirements and solution designs that align to business… more
- JPMorgan Chase (Plano, TX)
- …the limits of what's possible. As a Lead Software Engineer at JPMorgan Chase within the Wealth Management - Applied AI & Analytics team, you play a crucial role ... are a key technical contributor responsible for implementing critical technology solutions across various technical domains to support the firm's business… more
- Alight (TX)
- …and financially secure workforce by unifying the benefits ecosystem across health, wealth , wellbeing, absence management and navigation. With a comprehensive ... Claims Specialist team through performance metrics and feedback sessions. + Instilling trust , provide direction, and vision to the Claims Specialist team. +… 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 ... TX! Bring your tax expertise to the forefront and help shape innovative solutions for clients while driving strategic financial planning. This role focuses on tax… 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, ... are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing… more
- JPMorgan Chase (Dallas, TX)
- …on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing ... but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized… more
- Coinbase (Austin, TX)
- …needs of a high-growth and fast paced organization. * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management , FinTech or Crypto. ... a best in class experience for our customers through effective stakeholder management , task management , decisive prioritization, and efficient execution. *… more
- Coinbase (Austin, TX)
- …High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech * ... are valued. Ensure their voices are heard through accurate issue tracking and upstream solutions . * Take ownership and use critical thinking to find the root cause… more
- Somatus (Dallas, TX)
- …look for ways to improve upon the status quo to continuously deliver new solutions . + **Tenacity:** We see challenges as opportunities for growth and improvement - ... especially when new solutions will make a difference for our patients and...You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and… more