- Truist (Dallas, TX)
- …essential functions. 1. Entry Level / 1 - 3 years in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment ... investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to… more
- JPMorgan Chase (Plano, TX)
- …across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be expected to present on ... to demonstrate your passion for capital markets and the wealth management industry, providing support to our...investment strategies + Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise… more
- Regions Bank (Dallas, TX)
- …including attention to detail Trust Operations, Investment Operations, or Wealth Management Operations and Support experience are strongly preferred. _This ... section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual… more
- City National Bank (Dallas, TX)
- …and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking ... *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The ...Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified… more
- Truist (Dallas, TX)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...various specialists and IRM partners who are designated to support client service and business development efforts (eg credit,… more
- Charles Schwab (Westlake, TX)
- …the program on an ongoing basis. + Map and understand connections across various Wealth and Advice Solutions specialist roles and teams specifically related to ... status quo" and transform the finance industry together. The Wealth and Advice Solutions Risk & Governance (WAS R&G)...WAS R&G Supervision Director, this Director will lead and support the evolution and execution of our supervisory programs… more
- JPMorgan Chase (Fort Worth, TX)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP Morgan ... Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables JP Morgan Asset Management… more
- Wells Fargo (Dallas, TX)
- …applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net ... space + Knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer and investment understanding + Local market knowledge and… more
- TIAA (Dallas, TX)
- The Trust Client Interactions Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in ... Wealth with specialized concierge for daily email requests and...and resource for junior team members providing guidance and support as needed. + Updates Trust accounts designed to… more
- Wells Fargo (Dallas, TX)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM...HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust… more
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