- Charles Schwab (Westlake, TX)
- …the selected candidate for this role to work on site in the specified locations.** As a Sr . Manager , Wealth Advisor within Schwab Wealth Advisory ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- Charles Schwab (Westlake, TX)
- …a key contributor of the Schwab Advisor Services BCE organization the Senior Manager is responsible for playing a hands-on strategic and tactical ownership ... **Your opportunity** Schwab Advisor Services (AS), a division of Charles Schwab...registered investment advisors (RIAs). It provides access to sophisticated wealth -management services that help advisors attract and retain affluent… more
- Charles Schwab (Westlake, TX)
- …a wide range of projects driven by Advisor Services' priorities, and this Senior Manager role will focus on initiatives related to the TAMP program: ... **Your opportunity** Advisor Services (AS) is the industry leader in...end-to-end support model for these firms that addresses. The Senior Manager will serve as a Subject… more
- Citigroup (Irving, TX)
- …+ A minimum of 8 years of progressive experience in a senior technical client-facing role (eg, Technical Account Manager , Solutions Architect, ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more