- Deloitte (Dallas, TX)
- Finance & Administration- Wealth Planning Analyst We are looking for a detail-oriented individual with strong communication skills to join our Wealth ... committed to excellence and quality service for our clients. Work you'll do As a Wealth Planning Analyst , you will work with a team of experienced personal … more
- Citigroup (Irving, TX)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. The Retail Banking IT Business Analyst Lead is ... business performance and other measures to gain insight and drive business planning . **Responsibilities:** + Supports planning , directing and coordination of… 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 ... create a competitive advantage for Citi. The Senior IT Project Analyst /Coordinator is a seasoned professional role. Applies in-depth disciplinary knowledge,… more
- Citigroup (Irving, TX)
- The Data Analytics Lead Analyst is responsible for liaising between business users and technologists to exchange information in a concise, logical and understandable ... and other measures to gain insight and drive business planning . **About Citi:** Citi, the leading global bank, has...corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and… more
- TIAA (Dallas, TX)
- …Work with Wealth Management partners to deliver sophisticated income tax planning advisory services for TIAA's highest net worth and most influential clients. + ... Serves as an expert resource for Wealth Management partners on client income tax planning strategies directed to high-net worth individuals. + Communicate with… more
- First Horizon Bank (Dallas, TX)
- …+ Ability to self-prioritize and excellent time management skills + Strong planning , project organization skills and attention to detail + Proficient with Microsoft ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- S&P Global (Dallas, TX)
- …off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in ... Your Future: Secure your financial future through competitive pay, retirement planning , a continuing education program with a company-matched student loan… more
- Citigroup (Irving, TX)
- …+ Shared responsibility for delivery of end results and contributes to planning , budget management and formulation of procedures which directly impacts the ... Technology Infrastructure area; influence for resource planning + Influences others through communication and diplomacy skills; may negotiate with external parties +… more
- TIAA (Frisco, TX)
- …for managing a team of approximately 17-20 Portfolio Managers and support Wealth Management. Partners with the Managing Director on strategic management issues, this ... of overall client management by leading the partnership with Wealth Management and Office of CIO that will ensure...+ As needed, assist Portfolio Managers in reviewing and planning client cases by relying on their investment acumen… more
- S&P Global (Dallas, TX)
- …Level (for internal use):** 09 **About the Role** **:** **Internal Audit Analyst ** **Position Summary** This position is an individual contributor within the ... functioning to the Audit Committee. **Responsibilities and Impact:** **The Impact:** The Audit Analyst will work closely with project leads and the business to gain… more