- JPMorgan Chase (Houston, TX)
- JP Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank, JP Morgan Securities, and Chase Wealth ... service support needs of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical data from key… more
- Customs and Border Protection (Euless, TX)
- …Security, within US Customs and Border Protection, Office of Facilities and Asset Management located in Euless, TX. Additional selections may be made to include ... key member of CBP's Office of Facilities and Asset Management , you will play a critical role in construction...in acting as a subject matter expert and principal advisor to the Business Operations Director on all matters… more
- Wells Fargo (Fort Worth, TX)
- …with complex financial goals. + Proven success supporting Financial Advisors and Wealth Management professionals, particularly in consultative and sales support ... performance analysis. Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the National Sales organization.… more
- S&P Global (Houston, TX)
- …Level (for internal use):** 12 **The Role** **:** **Director, Relationship Management ** **The Team:** We're seeking a dynamic, client-focused Relationship Manager ... renewals and upsell conversations + Act as a strategic advisor and internal advocate for your clients, ensuring long-term...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Wells Fargo (Texarkana, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... Financial Advisor (s) + Execute various administrative functions for the Financial Advisor (s) and Branch Management including, but not limited to, tracking… more
- JPMorgan Chase (Plano, TX)
- …to the next level. As a Software Engineer III at JPMorgan Chase within the Asset & Wealth Management - Tech Investments team, you will be a key member of an ... structure + Domain experience - experience in financial services industry, specifically Wealth Management + Understanding of big data storage and processing… more
- Citigroup (Dallas, TX)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... ** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more
- Broadridge Financial Solutions (Coppell, TX)
- …while helping others along the way, come join the Broadridge team. Broadridge Advisor Solutions (BAS) is seeking a strategic and resourceful Senior Product Leader to ... Product: + Act as a trusted partner and strategic advisor to the VP of Product, contributing to the...ensure alignment on strategic objectives. Client Engagement and Escalation Management : + Serve as a point of escalation for… more
- DXC Technology (Dallas, TX)
- …Life and Traditional Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for conducting ... Life and Traditional Life** products. + **Extensive hands-on experience with Vantage/wmA ( Wealth Management Accelerator) is mandatory.** + **Proven track record… more
- Citigroup (Dallas, TX)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more