- Truist (Dallas, TX)
- …essential functions. 1. Entry Level / 1 - 3 years in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment ... investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to… more
- JPMorgan Chase (Dallas, TX)
- …~5,000 advisors located across 3,500 branches and 20 offices. As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending ... The JP Morgan Wealth Management (USWM) business is focused on helping...providing expert guidance on lending products and solutions to support client needs and business growth. + Drive opportunities… more
- JPMorgan Chase (Dallas, TX)
- …you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and ... advise on asset allocation + Closes sales of complex investment products + Support coordination of sales...of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act… more
- Truist (Fort Worth, TX)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...various specialists and IRM partners who are designated to support client service and business development efforts (eg credit,… more
- Regions Bank (Dallas, TX)
- …Preferences** + Paralegal, Trust Operations, Investment Operations, Wealth Management Operations and Support leadership/supervisory experience are ... advisor team. **Primary Responsibilities** + Provides leadership, coaching and training to support specialist , serving as their dedicated subject matter expert… more
- JPMorgan Chase (Fort Worth, TX)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP Morgan ... Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables JP Morgan Asset Management… more
- Deloitte (Fort Worth, TX)
- …leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of ... oversee the work of a Manager and a Senior Specialist , coordinate with various internal and external stakeholder groups,...external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on… more
- Charles Schwab (Westlake, TX)
- …large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications ... mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team...clients. This offering provides depth and value to Schwab Wealth Advisory Investment Advisors. The goal of… more
- Scotiabank (Dallas, TX)
- Commodities Application Support Specialist **Requisition ID:** 238659 **Salary Range:** 99,790.00 - 190,995.00 _Please note that the Salary Range shown is a ... dynamic team and take on a challenging and exciting role. The Application Support Specialist will be responsible for pproviding responsive application level and… more
- Truist (Dallas, TX)
- …the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the … more
- Charles Schwab (Westlake, TX)
- … wealth management financial needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, ... and lending needs. As a **Client Relationship Specialist (CRS)- Ultra High Net Worth** , you will...a critical role in the operational success of the Wealth Services Schwab branches, under the guidance of your… more
- Charles Schwab (Southlake, TX)
- …to work on site in the specified location(s). As a member of the Schwab Wealth and Asset Management (WAM) Tech Ops - Production Support and Change Management, ... will be supporting a suite of on-premises, Saas and on Cloud Investment Management systems and working closely with key business stakeholders, application developers… more
- Deloitte (Dallas, TX)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... collaborative environment? As an experienced Ent Imaging & Radiant/Cupid Specialist you will have the ability to share new...imaging management, and the use of Epic's EHR to support diagnostic and treatment processes. Lead a team to… more
- Deloitte (Dallas, TX)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... the inflow of the recurring issues. + Provide on-call support for incidents of different priorities reported by end...document all outcomes of testing and serve as the support contact for the application The Team Operations and… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... construction, testing, and implementation as well as provide user and operational support on applications to business users + Utilize in-depth specialty knowledge of… more
- Bank of America (Dallas, TX)
- …of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the ... responsible for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management **Responsibilities:** + Completes investigations… more
- Deloitte (Fort Worth, TX)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... environment. As an experienced Epic Resolute Hospital Billing Analyst Project Delivery Specialist , you will have the ability to share new ideas and collaborate… more
- Capital One (Plano, TX)
- …of the Audit team, the candidate will focus on operations of investment (securities and transactions). Responsibilities: + Lead small audits, or own completion ... issues. + Prepare clear, organized, and complete documentation to support work performed, including draft findings. + Establish and...or more areas of compliance, such as consumer, brokerage, wealth management, or trust + 1+ years of experience… more
- S&P Global (Dallas, TX)
- …Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and ... Impact:** **The Impact:** S&P Global is seeking a motivated Specialist for Agent Services to work within the team...lines to drive continued progress of the regions to support the global operating model and local client base.… more