- Truist (Dallas, TX)
- …centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide ... administrative support to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high quality service… more
- CBRE (Dallas, TX)
- Investment Sales Analyst Job ID 172170 Posted 21-Jun-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Dallas - ... Texas - United States of America **About the Role:** As a CBRE Investment Sales Analyst, you will support the investment sales team in market analysis and asset… more
- Bankers Life (Mckinney, TX)
- Entry Level Financial Representative - Insurance Sales Location: McKinney, TX, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job ... use this advantage to become a Bankers Life Securities, Inc. Financial Representative , specializing in aiding clients in Wealth Management. Uncover your earning… more
- JPMorgan Chase (Plano, TX)
- …within Payments. You have found the right team. As the Business Development Representative II you will explore and create new business opportunities within the ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- HUB International (Irving, TX)
- …and fun local office culture. **Summary** : The Customer Service Representative is responsible for accurately handling business calls inbound/outbound and related ... broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout… more
- CBRE (Richardson, TX)
- …responsible for monitoring key accounting and reporting activities of the organization's Investment Banking Line of Business that rolls to the Advisory Segment for ... **What You'll Do:** + Perform key accounting and reporting activities of the Investment Banking Line of Business which is FINRA regulated. + Support monthly close… more
- Truist (Dallas, TX)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- Principal Financial Group (Dallas, TX)
- …customers who are interested in engaging with Principal for their individual investment and risk-based needs. This may include facilitation of any requested ... may be required upon starting. + Successfully being approved as a registered representative by all 50 States and Washington DC. + Excellent verbal and written… more
- Construction Specialties, Inc. (Denton, TX)
- …each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations ... + Maintains stock levels in the most economical quantities to minimize investment , controls storage costs, handling and obsolescence. + Provides and maintains basis… more
- HUB International (Irving, TX)
- …organization, focusing on expanding the industry knowledge of our insurance and investment professionals to better serve our valued clients. HUB Financial Services ... license **PHYSICAL DEMANDS** **The physical and environmental demands described here are representative of those that must be met by an employee to successfully… more
- AECOM (Dallas, TX)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... a client's site full-time and act as an owner's representative at a large data center campus construction site....large data center campus construction site. As the owner's representative and along with the construction general contractor, this… more
- Advancial (Dallas, TX)
- …and Board of Directors reporting in a timely fashion. Prepares the quarterly investment report and NCUA Call Report. Maintains the daily cash management; reviews ... each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations… more
- Bankers Life (Mckinney, TX)
- …- Hybrid Experience Location: McKinney, TX, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life(R), one of the most ... from management opportunities to enhancing your career and becoming a Financial Representative , specializing in aiding clients in Wealth Management. Your growth is… more
- Santander US (Dallas, TX)
- …each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations ... each essential duty satisfactorily. + The requirements listed below are representative of the knowledge, skill, and/or ability required. + Reasonable accommodations… more
- RTX Corporation (Mckinney, TX)
- …Based Systems Engineering / Digital Thread techniques + Development of capital investment plans and appropriations requests (ARs) + Understanding of SCADA systems, ... organization + Demonstrated ability to develop business cases and Return on Investment analyses + Experience with Transition to Production + Demonstrated experience… more
- ASSA ABLOY (Carrollton, TX)
- …products to be manufactured at the facility, compatible with the footprint, investment , and quality capabilities planned. + Develop and monitor Lean activities and ... new products to ensure compliance with the manufacturing footprint and investment /manpower plans. + Administer annual plan that incorporates safety, quality,… more
- Truist (Dallas, TX)
- …activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or ... specialist where appropriate. 2. Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
- Truist (Dallas, TX)
- …Bank's risk acceptance criteria. Subject Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions ... responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends… more
- The University Of Texas At Dallas (Dallas, TX)
- …students achieve career success in the most competitive areas of finance (eg, investment banking, private equity, investment management, or other areas of ... within this industry. Important Message: 1) All employees serve as a representative of the University and are expected to display respect, civility, professional… more
- CBRE (Dallas, TX)
- …The Role: We are looking for an Assistant Fund Controller for CBRE Investment Accounting & Reporting Solutions, an exciting and growing environment. Contributors in ... of the fund. Post journal entries and money-movement transactions. + Prepare investment and position reconciliations and daily reconciliation of cash balances. +… more