- Texas A&M University System (Texarkana, TX)
- …Agribusiness, Retail Management, Marketing, Entrepreneurship, Sports Management, Banking and Finance, Wealth Planning , Supply Chain Management, Business and Data ... and coordinate with the Office of Institutional Effectiveness, Research, and Planning (IERP) to maintain AACSB or any other accreditation of programs.… more
- Bank of America (New York, NY)
- …companies and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners ... ongoing risk management of platform **Desired Qualifications** : * 12+ years wealth management and/or annuity experience (required) * Ability to think strategically… more
- UWorld, LLC (Dallas, TX)
- …fixed income investments, derivatives, alternative investments, and portfolio management and wealth planning . + Ability to think strategically, analytically, and ... you'll be involved in every step of the product life cycle-from initial planning and development to final completion and ongoing maintenance. Your expertise will… more
- Matter Family Office (St. Louis, MO)
- …thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. ... financial integration of acquired businesses, ensuring seamless alignment across planning , reporting, and consolidation processes. Lead acquisition-related projects. +… more
- Citigroup (New York, NY)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... with the Banker team) + Implement a strategic advisory approach to account planning , focusing on the investment relationship in partnership with the Banker +… more
- Vanguard (Dallas, TX)
- …outcomes. The Wealth Management offer is designed to meet these clients' complex wealth management and estate planning needs, so they can leave a legacy that ... Senior TypeScript Engineer, Wealth Management The Wealth Management business line strives to build on Vanguard's legacy to revolutionize the Wealth … more
- Citigroup (San Francisco, CA)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... and cross-marketing opportunities. + Work across currencies, asset classes, markets and jurisdictions + Engage and advise clients on brokerage activity and execute trades seamlessly. + Appropriately assess risk when business decisions are made, demonstrating… more
- Citigroup (Beverly Hills, CA)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... and cross-marketing opportunities. + Work across currencies, asset classes, markets and jurisdictions + Engage and advise clients on brokerage activity and execute trades seamlessly. + Actively look for cross sell opportunities in others areas of the bank, in… more
- Matter Family Office (St. Louis, MO)
- …thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. ... Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth. Matter associates blend a dynamic mix… more
- Neuberger Berman (Chicago, IL)
- …income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the ... evolving needs of our clients. **Job Description:** As a leading asset manager with a history of successfully managing insurance assets, NB is well positioned to capitalize on trends both in favor of additional outsourcing as well as additional focus on asset… more