- Truist (Dallas, TX)
- …The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM ... existing client relationships in the Reserve segment of Truist Wealth . The Reserve IM 2will deliver advice proactively based...for HNW clients. 4. Actively assist in the client onboarding experience and develop the Investment Policy Statement in… more
- Wolters Kluwer (Coppell, TX)
- Manager , Operations - Trust Tax TAA US Preparer Market is looking for a Manager , Operations - Trust Tax to join our diverse team of professionals. Today, tax and ... simplify the tax and accounting compliance ecosystem. As the Manager , Operations - Trust Tax, you will be responsible...operation which is the tax preparation service provided to bank/ wealth management firms. This includes: + Production and filing… more
- Deloitte (Dallas, TX)
- Manager - Payments Fraud Analytics and Data Science What you'll do Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects ... fraud and security spectrum, including the design and implementation of customer onboarding and transaction monitoring systems, the assessment of new and emerging… more
- Bank of America (Plano, TX)
- Client Quantitative Analytics Manager Charlotte, North Carolina;Plano, Texas; Boston, Massachusetts; Chicago, Illinois; Kennesaw, Georgia; Phoenix, Arizona **Job ... serving one or more senior executives with functional responsibility across Wealth and Consumer channels, products, marketing Ensures appropriate focus and alignment… more
- Raymond James Financial, Inc. (Dallas, TX)
- …initial contact through transition to the branch. Ensure every step of the onboarding process is executed properly. * Partner with home office departments to ... and advisory state registrations if required by state. **Job:** Wealth management **Primary Location:** US-TX-Dallas-Dallas **Organization** Western **Schedule** Full-time… more
- DriveTime (Dallas, TX)
- …as seamless as possible. **That's Nice, But What's the Job?** + Assist Originations Manager with credit escalations. + Serve as primary point of contact for dealer ... escalations as needed. + Partner with funding and dealer onboarding to maximize the GoFi dealer experience. + Fostering...where our mouth is. + **Wellness Program.** Health is wealth ! This program includes self-guided coaching and journeys, cash… more
- HUB International (Dallas, TX)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 ... agreements are honored. + Assist with select new hire onboarding and offboarding including the granting or removal of...in the event of a last-minute need + Project Manager + Organize Branch Office branding and signage +… more
- Morgan Stanley (Dallas, TX)
- …and Service Professionals * Review and oversee the Complex procedure for onboarding new hires, including newly recruited Financial Advisors and their Support ... Regional Business Service Officer with a dotted line to the Complex Manager _*Direct reports:*_ * Business Service Officers, Service Managers (and select, senior… 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, Citi ... technical and non-technical stakeholders. The position will report to global operations manager . **NOTE:** The global operations team operates 24/7 x 365 days with… more