- Black & Veatch (Houston, TX)
- **Client Advisory Partner - Oil & Gas** Date: Nov 19, 2025 Location: Houston, TX, US Oklahoma City, OK, US San Antonio, TX, US Company: Black & Veatch Family of ... and perspectives to use. **The Opportunity** As the **Client Advisory Partner - Oil & Gas** , you will...changing market/client needs Partner with Enterprise Innovation to ensure investment in new/leading innovative solutions are targeted at our… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ten (10) years of Compliance, Legal, Banking and/or regulatory experience in the financial services industry. + Minimum five (5) years management experience ... regulatory agencies. + Retail and clearing firm operations. + Financial markets and products. + Investment concepts,...within the financial services industry. ~or~ + Any equivalent… more
- Truist (Nashville, TN)
- …with an emphasis in operations or administration 2. Demonstrates strong investment , wealth management, treasury services , consumer and commercial credit ... team of wealth support specialists and oversee the daily service , sales and operations support of the assigned division....first escalation point 3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …of banking, finance, and securities industry operations. * Financial markets, products, financial advisory function, and investment process. * Advanced ... work efficiently. * Provide a high level of customer service , and address and resolve escalated advisor and client...a minimum of eight (8) years' experience in the financial services industry. * ~ OR ~… more
- JPMorgan Chase (New York, NY)
- …to them? You have found the right team! As a Letter of Credit Product Advisory Associate in the Commercial Bank, you will be supporting the team's Vice Presidents in ... Standby Letter of Credit (SBLC) offering. You will provide consistent, high quality service to ensure excellent client experience. You will take on ownership of a… more
- Thrivent Financial (Bellevue, WA)
- …advise prospective and current members/customers on suitable financial products and investment advisory services + Open and complete product applications ... in this position will be focused on securities and investment advisory products and services ...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
- Truist (Charleston, SC)
- …manager role. 3. Advanced knowledge of a broad range of personal financial planning/ advisory /insurance and investment management/asset allocation concepts ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …knowledge of Sanctions regulatory requirements. + Financial markets, products, financial advisory function and investment process. + Sanctions-related ... essential for selecting and planning new projects. + Analyze investment merits/risks of proposed new toolings and processes. +...of ten (10) years of experience, preferably in a financial services firm or a consulting firm… more
- Huntington National Bank (Detroit, MI)
- …of the business, emphasizing the sale of letters of credit, trust and investment management products in the captive insurance space. The candidate will provide ... strategic leadership, foster client relationships, manage financial performance, mitigate risks, and develop a high-performing team. Duties and Responsibilities: +… more
- JPMorgan Chase (Los Angeles, CA)
- …Commercial Banking, is responsible for developing financing solutions for the equipment investment needs of Middle Market Banking, Corporate Client Banking and ... Investment Banking clients. As an Equipment Finance (EF) Coverage...of information to develop innovative client solutions; knowledge of financial statement analysis required + Expert knowledge of equipment… more