- JPMorgan Chase (Fort Worth, TX)
- **Mineral Asset Management ** ("Oil & Gas") is a specialized team within JP Morgan's Global Trusts & Estates practice that manages clients' mineral interests as ... + Work closely with the Global Head of Mineral Asset Management to ensure the business serves... management including development + Maintain appropriate fiduciary risk management processes with the appropriate level… more
- Citigroup (Irving, TX)
- …Private Bank, Citi Wealth at Work (WaW), and Consumer Wealth businesses. Wealth Risk Management is an independent global organization within the Citi ... within the defined risk appetite and limits. This position will be part of Wealth Risk Management , providing 2nd line of defense oversight with primary… more
- Comerica (Dallas, TX)
- Director Product Management Wealth & Private Banking The Director of Product Management leads a team of diverse colleagues to manage the credit and lending ... suite of products used by Comerica's Wealth Management customers. The team manages and...wide projects focused on improving efficiencies, transparency, technology, and risk management . * Partner with senior leadership… more
- Truist (Dallas, TX)
- …of a broad range of wealth products and services including financial planning, asset management , personal trust and estate planning, insurance and risk ... of a broad range of wealth products and services including financial planning, asset management , personal trust and estate planning, insurance and risk … more
- JPMorgan Chase (Plano, TX)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... new clients, stay current with regulatory changes, and make independent AML risk recommendations, all while working closely with client-facing teams. **Job summary**… more
- TIAA (Frisco, TX)
- …responsible for managing a team of approximately 17-20 Portfolio Managers and support Wealth Management . Partners with the Managing Director on strategic ... client management by leading the partnership with Wealth Management and Office of CIO that...meet financial and business targets outlined in the Private Asset Management scorecard ensure achievement of distinctive… more
- Deloitte (Dallas, TX)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... engagements, or components of large, complex engagements leadership for Enterprise Asset Management (EAM) implementation and integration projects that identify,… more
- JPMorgan Chase (Plano, TX)
- …looking to grow your career working in a globally diverse organization? As a member of Asset & Wealth Management (AWM) Finance & Business Management , you ... fortress balance sheet. As an Anaplan Model Builder Financial Forecasting Associate within the Asset and Wealth Management Anaplan Center of Excellence, you… more
- Wells Fargo (Fort Worth, TX)
- …+ Knowledge and understanding of estate, trust, or fiduciary administration + Experience with wealth management and asset management + Experience working ... of financial and investment services. WIM provides a full range of personalized wealth management , investment, planning, and retirement products and services to… more
- Truist (Dallas, TX)
- …for discretionary and non-discretionary investment, portfolios. 8. Adhere to (and document) risk management and compliance with all relevant regulatory policies ... description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net… more
- JPMorgan Chase (Plano, TX)
- …Join our Account Maintenance Group as a Client Data Analyst in Chase Wealth Management (CWM). In joining our Asset & Wealth Management (AWM) ... and self-directed customers with client data and documentation for Chase Wealth Management . + Fulfill primary responsibilities (Series 24) include… more
- Bank of America (Dallas, TX)
- …client experience + Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Required Qualifications:** ... from beginning to end by partnering with Advisors, Underwriting, Risk , Product Subject Matter Experts, Portfolio Management ,...+ 4+ years of experience in commercial credit or wealth management credit + Experience reviewing financing… more
- JPMorgan Chase (Plano, TX)
- …documenting, verifying, and maintaining client accounts, catering to the Private Bank, Client Wealth Management , and JP Morgan Asset Management ... Our group serves Private Bank, Client Wealth Management , and JPM Advisors. Subject...accordance with FINRA rules and industry regulations + Leverage risk management mind-set to review and validate… more
- Bank of America (Dallas, TX)
- …Credit Risk (traded products) strongly preferred. + Experience in risk management , lending and/or regulatory agencies + Excellent credit analysis ... years of commercial credit experience (direct lending, underwriting, workout, credit review, risk management , and/or regulatory) + Ability to support conclusions… more
- JPMorgan Chase (Dallas, TX)
- …new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- JPMorgan Chase (Plano, TX)
- …will build diversified experiences working with the firm's Internal Audit teams, including Asset & Wealth Management , Commercial Banking, Consumer & ... systematic and disciplined approach to evaluating and improving the effectiveness of governance, risk management and controls. We're proud of our reputation for… more
- Bank of America (Dallas, TX)
- …for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other ... communications with beneficiaries, with focus on client satisfaction and asset retention. Acts as a technical resource to colleagues...+ Customer and Client Focus + Oral Communications + Risk Management + Written Communications + Collaboration… more
- Bank of America (Dallas, TX)
- …integrated recommendations including wealth structuring, credit facilities, banking and asset management * Encourages use and adoption of digital ... development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to...opportunities * Sources new clients in alignment with established risk appetite * Leads the client team to deliver… more
- S&P Global (Dallas, TX)
- …real-time access to our client's portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position ... Agent product suites, WSO supports complex aspects of alternatives asset management in a scalable solution that...a scalable solution that increases operational efficiency while reducing risk . Our solutions are available as a hosted software… more
- S&P Global (Dallas, TX)
- …real-time access to our client's portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position ... Agent product suites, WSO supports complex aspects of alternative asset management in a scalable solution that...a scalable solution that increases operational efficiency while reducing risk . Our solutions are available as a hosted software… more