- Deloitte (Dallas, TX)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Bank of America (Plano, TX)
- Senior Auditor - Consumer, Business and Wealth Management Technology Audit Charlotte, North Carolina;Pennington, New Jersey; Wilmington, Delaware; Plano, ... business impact and recommending severity ratings under the supervision of senior team members. **Responsibilities:** + Responsible for executing multiple areas of… more
- Comerica (Dallas, TX)
- … leadership to make recommendations on project selection and prioritization aligned with the Wealth Management Division strategy. * Lead complex, visible & ... Director Product Management Wealth & Private Banking The...trackable, optimized, and executed seamlessly. * Influences executives and senior stakeholders to successfully deliver by navigating between big… more
- TIAA (Frisco, TX)
- …responsible for overseeing the onboarding and foundational training programs for Wealth Management associates. This role involves providing leadership, ... ** Wealth Training Manager** The Senior Director,...Responsibilities and Duties** + Maintain overall responsibility for the wealth management associate onboarding and foundational training… more
- Truist (Dallas, TX)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients...* 8 or more years of sales and client management experience in Wealth Management … more
- Wells Fargo (Addison, TX)
- …services. Through WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products and services to ... outstanding talent. It all begins with you. **Wells Fargo Wealth & Investment Management ** Wells Fargo ...mitigation. **About this role:** Wells Fargo is seeking a Senior Lead Business Accountability Specialist to support… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... partnerships, servicing, lending, marketing rewards, and offers and payments. As a ** Senior Technical Program Manager** , you will be working within the **Digital… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... progress together. **The Role:** We are seeking an experienced Senior IAM Lead to function as the...fulfillment efforts + Communicate proposed work plans to the senior management and application support teams +… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... passion in your work, come join us. We'll enable growth and progress together. The Senior MECM Operations Lead is a senior level position responsible for… more
- KPMG (Dallas, TX)
- …and minimize impact of disruptions by identifying and communicating findings to senior management and clients + Support business development activities such ... **Business Title:** Senior Associate, Workday Projects/Assets/Customers Lead **Requisition...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Citigroup (Irving, TX)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a financial institution that touches every ... a competitive advantage for Citi. The Data Engineer Team Lead Java Senior Vice President is a... Java Senior Vice President is a senior management level position responsible for accomplishing… more
- Citigroup (Irving, TX)
- …advantage for Citi. The Engineering Team Lead Group Manager is a senior management level position responsible for accomplishing results through the ... and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Citi creates economic value that is systemically… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... us. We'll enable growth and progress together. **Role:** The Full Stack Senior / Lead Java Developer(Financial Domain) position is responsible for establishing and… more
- Citigroup (Irving, TX)
- …making a positive impact on the communities we serve. Citi's Personal Banking and Wealth Management (PBWM) division is building a purpose-driven team to serve ... technology, a strong worldwide presence, and a powerful global franchise. The Senior Solution Architect is a strategic professional who closely follows latest trends… more
- Citigroup (Irving, TX)
- …for compliance with Citi Policies and Regulatory requirements, and driving Strong Risk Management - for USPB Risk, Wealth Risk and Legacy Franchises/Banking & ... International Retail Risk Management . The USPB Risk Independent Data Assurance ...company + Professional ability and presence to interact with Senior Bank, Regulatory and Audit Management +… more
- Deloitte (Dallas, TX)
- …interest rate and liquidity risks + Experience working closely with Treasurers and Senior Management through the identification of emerging asset & liability ... Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private… more
- Deloitte (Dallas, TX)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Senior Consultant, Operations and Technology Transformation, Insurance, Tech/Functional...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Work you'll do As… more
- Deloitte (Dallas, TX)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Operations & Technology Transformation Senior Consultant, Guidewire Data Migration - ETL Developer...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role… more
- Capital One (Plano, TX)
- …one or more areas of compliance, such as consumer, Anti-Money Laundering (AML), brokerage, wealth management , or trust.** + **1+ years of experience with data ... Plano 3 (31063), United States of America, Plano, Texas DART Senior Audit Manager. FCC/Compliance Audit (Hybrid) **Capital One's Audit function is a dedicated group… more
- KPMG (Dallas, TX)
- **Business Title:** Senior Associate, Deal Advisory and Strategy Analytics - Industrials **Requisition Number:** 116848 - 87 **Function:** Advisory **Area of ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Senior Associate in Deal Advisory and Strategy Analytics for… more