- JPMorgan Chase (Plano, TX)
- **Job Description:** The JP Morgan Wealth Management (JPMWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the ... Chase wealth management business, JP Morgan Securities and Online Investing...out of 3,500 branches and 21 offices. Digital Product Strategy & Acceleration is part of the Product Acceleration… more
- Charles Schwab (Westlake, TX)
- …performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy . **What you have** **Required Qualifications:** + ... in the specified location._ As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you...will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team,… more
- Equitable (Dallas, TX)
- Wealth Management Associate - TX, Dallas (4028) ( 210000R8 ) **Primary Location** : UNITED STATES-TX-Dallas **Organization** : Equitable Advisors **Description** ... goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement**… more
- Charles Schwab (Westlake, TX)
- …complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income ... you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth ...quality service and the ability to execute the Schwab strategy . Essential skills include: + CFP(R) designation, CFA(R) designation… more
- World Insurance Associates, LLC. (Dallas, TX)
- …to complement our world-class M&A Corporate Development team specializing in the wealth and retirement markets. The ideal candidate will be self-driven, credible, ... acquisition targets aligned with World Investment Advisors' strategic criteria across Wealth Management and Retirement specializations. + Possess the depth and… more
- Deloitte (Dallas, TX)
- …new levels of financial and operational excellence. Work you'll do As Associate VP, Product Management within Deloitte's Finance Operate offering, you will drive ... the vision, strategy , and execution of innovative managed services and digital...financial data. + Experience with investment managers (traditional, alternatives, wealth , and/or real estate). + Experience working with various… more
- CH Robinson (Plano, TX)
- Join us as an ** Associate Portfolio Executive** and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service ... the training track, you will move into a Portfolio Executive role. The Associate Portfolio Executive position stands out as a premier opportunity, offering abundant… more
- TEKsystems (Dallas, TX)
- …Your Customer (KYC) + Suspicious Activity Reporting (SAR) + Credit Risk + Wealth Management / Securities + Operational Risk Management (ORM) + Finance / Treasury ... services. We accelerate business transformation for our customers. Our expertise in strategy , design, execution and operations unlocks business value through a range… more
- Broadridge Financial Solutions (Coppell, TX)
- …Broadridge team. We are seeking an experienced MQ Architect to lead the strategy , design, and evolution of our enterprise messaging and middleware ecosystem. This ... and operational controls. + Establish platform SLAs and lifecycle management strategy (patching, versioning, deprecation). + Define and drive the MQ architecture… more
- UMB Bank (Lubbock, TX)
- …customer service all while developing our associates and executing UMB's retail strategy . The Branch Manager is responsible for overseeing all operational aspects of ... internal partners, such as small business officers, mortgage officers, private wealth manager and others. + Receiving continued education and training empowering… more