- Truist (Dallas, TX)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- JPMorgan Chase (Plano, TX)
- …retirement, and career progression programs. **Job summary:** The **Product & Experience Sr Product Associate for Advisor Compensation & Performance Platform** ... Our Advisor compensation and incentive programs reinforce our business...leading large-scale initiatives, influencing across product lines, and managing senior stakeholders. Additionally, this role will also help to… more
- JPMorgan Chase (Dallas, TX)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- 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 ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience… 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 ... join us. We'll enable growth and progress together. The Sr . Performance Engineer is a strategic professional who stays...communicates impact; proposes risk mitigation options. + Acts as advisor or coach to new or lower level analysts;… 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 ... ownership, and create a competitive advantage for Citi. The Sr Full Stack Java and Angular Programmer Apps Dev...help define operating standards and processes + Serve as advisor or coach to new or lower level analysts… more
- Citigroup (Irving, TX)
- ** Senior Vice President:** _Excited to grow your career?_ We value our talented employees, and whenever possible strive to help one of our associates grow ... to go global, combine its Private Bank and consumer wealth businesses, build an infrastructure that is scaled and...numerous legal entities and geographies, serving as a key advisor in the domain of program management risk. The… more
- Bank of America (Dallas, TX)
- Wealth Management Specialist - NR Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… more
- JPMorgan Chase (Plano, TX)
- …make our business what it is, making it a rewarding place **Job summary:** As a Senior Product Associate on the Advisor Platform & Experiences team, you will be ... At **J.P. Morgan Wealth Management** , investing feels like a personal...as the Rep Reassignment Tool and Investments Dashboard. The Advisor Platform & Experiences team is responsible for the… more
- Atria Wealth Solutions (Plano, TX)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for...member until the account is closed. As a Financial Advisor your responsibilities include, but are not limited to,… more
- Atria Wealth Solutions (Fort Worth, TX)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for...as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,… more
- Wells Fargo (Addison, TX)
- …at Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Act as an advisor to senior leadership to develop or influence plans, specifications, resource ... outstanding talent. It all begins with you. **Wells Fargo Wealth & Investment Management** Wells Fargo Wealth ...and managers BL&T wide and serve as an expert advisor to leadership * As a Senior … more
- Broadridge Financial Solutions (Coppell, TX)
- …the Broadridge team. Broadridge is growing! We are looking for our next Sr . Data Warehouse Software Engineer/Architect. This is a fulltime direct hire position. We ... are seeking someone to become a trusted advisor to our Customers and will work with sales,...and code reusables Present data strategy and architecture to senior leaders at appropriate level of depth with business… more
- KPMG (Dallas, TX)
- **Business Title:** Advisory Senior Associate, Strategy | Multiple Locations Fall 2025 **Requisition Number:** 117514 - 87 **Function:** Advisory **Area of ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...career in Advisory. KPMG is currently seeking an Advisory Senior Associate for our Strategy practice in Deal Advisory… more
- Bank of America (Fort Worth, TX)
- Business Banking Relationship Manager/ Senior Relationship Manager - Fort Worth, TX Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… 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 ... We'll enable growth and progress together. **Role:** The Full Stack Senior /Lead Java Developer(Financial Domain) position is responsible for establishing and… more
- Bank of America (Plano, TX)
- … Senior Analysts, Team Leads, and Analysts; serving one or more senior executives with functional responsibility across Wealth and Consumer channels, ... direction and decision making. Partners with P&L owners and senior executives to identify, analyze, and propose solutions to...The Client Quantitative Analytics Manger serves as a trusted advisor to the Consumer AML Leadership team directly. This… more
- Carrington (Plano, TX)
- …at the Carrington family of companies, acts as sophisticated analytics leader and advisor to the business. Responsible for developing and leading the data analytics ... automation, revenue generation, and expense and risk reduction. Advises senior management on the potential impact of new and...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- BMO Financial Group (Dallas, TX)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... We are seeking a Director-level Senior Relationship manager in our Diversified Industries Group...One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth… more