- The Goldman Sachs Group, Inc (Richardson, TX)
- …sits within Platform Solutions (PS), while also covering parts f Asset & Wealth Management (AWM). Platform Solutions, Goldman Sachs delivers a broad range ... of financial services across investment banking, securities, investment management and consumer banking to a large and diversified client base that includes… more
- JP Morgan Chase & Co. (Plano, TX)
- …are also important for this role.Qualifications: 5+ years of experience in operations management in financial services Expertise with MS Office applications ... Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management … more
- JP Morgan Chase & Co. (Plano, TX)
- …research own issues from start to finish Leverage relationships with various areas of Wealth Management Client Operations to problem solve Participate ... environment where we care about each other and every client we serve. We support our employees with career...provide issue resolution to investment account holders and internal wealth management employees over the telephone. You… more
- BOK Financial Corporation (Plano, TX)
- Req ID: 74506 Location: Plano -PLAN Areas of Interest: Private Wealth Advisor; Wealth Management Pay Transparency Salary Range: Not Available BOK Financial, ... is a top US-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri,....Bonus TypeFormula BasedSummaryDo you want to be a true Wealth Advisor for your clients, with the ability to… more
- Citigroup, Inc (Irving, TX)
- …the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through ... The Wealth Products and Operations Control Testing...on topics ranging from control testing design to performance management and control testing platforms basics.Helps drive continuous improvements… more
- The Goldman Sachs Group, Inc (Dallas, TX)
- …client 's goals and objectives, develops and implements an integrated wealth management plan and delivers first-class client service. PWM Client ... Job DescriptionAsset & Wealth Management -Dallas-VP-Senior UI DeveloperWhat We DoAt...Lake City/Dallas, Bengaluru/Hyderabad & New York/New Jersey. Join PWM Client Onboarding Technology to be part of a team… more
- The Goldman Sachs Group, Inc (Dallas, TX)
- …companies, endowments, foundations, financial advisors and individuals. Goldman Sachs Asset & Wealth Management : As one of the world's leading asset managers, ... asset classes, geographies and solutions. Goldman Sachs Asset & Wealth Management is one of the world's...ultra-high net worth alternative capital markets team, product & operations teams, and partnering closely with engineering teams across… more
- Citigroup, Inc (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 ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- Citigroup, Inc (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 ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- The Goldman Sachs Group, Inc (Dallas, TX)
- …risk, and engineering.RESPONSIBILITIES Develop and maintain an in-depth understanding of Wealth Management business areas, its products, and supporting functions ... Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial… more
- Integrity Marketing Group (Addison, TX)
- …across the business.Collaborate with HR to recruit, train, and mentor the operations management team.Present performance reports and metrics to C-level Officers ... in collaboration with HR.Stay updated on emerging technologies and trends in operations management .Identify training needs and ensure appropriate training is… more
- Fisher Investments (Plano, TX)
- …the Investment Operations Department, you will utilize your SS&C Global Wealth platform experience to execute a technology platform migration as well as drive ... our Portfolio Management technology platform migrationWork within the SS&C Global Wealth Platforms (Vision FI, Recon and Sylvan)Be the technical lead for the… more
- Fisher Investments (Plano, TX)
- …the Investment Operations Department, you will utilize your SS&C Global Wealth platform experience to execute a technology platform migration as well as drive ... both Institutional and Private Clients. Our reporting provides important insights into Client portfolios that keep Clients informed on their investments. We also… more
- Northern Trust (Dallas, TX)
- …trust-oriented services (eg personaltrusts, living trusts, wills, investment management ,security custody, financial consulting, estate andtax planning).11. Initiates ... loan, checking, or savings account servicesby contacting banking and operations areasas appropriate.12. Develops a perspective on individual clientsituations to… more
- Wells Fargo (Addison, TX)
- …services. Through WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products and services to ... It all begins with you.Wells Fargo Wealth & Investment ManagementWells Fargo Wealth & Investment Management provides clients access to some of the United… more
- Bank of America Corporation (Plano, TX)
- …and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Job Description:Merrill Wealth Management is a leading provider...bank policies and programs and of the departments functional operations . May direct workflow activities.The Practice Management … more
- Prudential Financial (Plano, TX)
- …and nurture a collaborative environment that delivers a world class client experience.Leverage intellectual properties of the firm to maximize the probability ... champion for the use of technology platforms that enhance overall client experience and operational efficiencies.Leverage and analyze internal/external data and… more
- Hilltop Holdings Inc (Dallas, TX)
- …that truly values relationship capital above all else.About the TeamHilltopSecurities' Wealth Management department values its relationship-based approach to ... Job DescriptionHilltopSecurities is currently looking to hire aP&C Operations and Vendor Management Specialist in...across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite… more
- Fisher Investments (Plano, TX)
- …cloud platforms to support Sales and Client Service groups in running a large wealth management firm with a global presence. As a technical expert, you will ... years of architecture experience at a large wealth management or asset management firmStrong knowledge of Sales and Client Servicing in a wealth … more
- Fisher Investments (Plano, TX)
- …cloud platforms to support Sales and Client Service groups in running a large wealth management firm with a global presence. As a technical expert, you will ... Function as SME to Technology Business Services, Infrastructure and Operations , Information Security, 3rd party vendors, and implementation partners...large wealth management or asset management firm Strong knowledge of Sales and Client… more
