- HUB International (Dallas, TX)
- …for their excellence throughout the insurance community. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make ... Compliance and Risk Officer , Hub Retirement and Private Wealth ("RPW"), will be a highly visible, senior...to 6 years of relevant experience in the investment management industry and strong knowledge of investment instruments Familiarity… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:The Role\u00A0\u00A0As a Senior Cloud Engineer, you will be an integral member of the dynamic AWS squad continuously innovating and improving our ... experience working with AWS services like Identity and Access Management , VPCs, Security groups, ELB etc.\u00A0Extensive knowledge on docker containers… more
- Deloitte (Houston, 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 ... work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Bank of America (Plano, TX)
- Senior Auditor - Consumer, Business and Wealth Management Technology Audit Charlotte, North Carolina;Pennington, New Jersey; Wilmington, Delaware; Plano, ... business impact and recommending severity ratings under the supervision of senior team members. **Responsibilities:** + Responsible for executing multiple areas of… more
- Comerica (Houston, TX)
- Senior Wealth Advisor As a ...competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to ... have strong banking acumen and peer relationships, negotiate, have innovative management , are customer focused, and drive for results. Position Responsibilities:… more
- JPMorgan Chase (Houston, TX)
- …Estate Planning, directed trusts, GRATS, etc. + Strong ability to communicate with Senior Management , including C-level executives (CEO, CFO, CTO, etc.) + Risk ... of types of families and individuals. The Regional Team Lead is responsible for managing the Trust platform for...qualifications, capabilities and skills:** + JD preferred JP Morgan Wealth Management Solutions comprises a workforce of… more
- Comerica (Dallas, TX)
- … leadership to make recommendations on project selection and prioritization aligned with the Wealth Management Division strategy. * Lead complex, visible & ... Director Product Management Wealth & Private Banking The...trackable, optimized, and executed seamlessly. * Influences executives and senior stakeholders to successfully deliver by navigating between big… more
- Truist (Houston, TX)
- …a leadership representative for Truist Wealth + Engage and participate in Senior Wealth leadership meetings and decisions, and offer strategic advice and ... Specific activities may change from time to time. + Lead and manage one or more Specialty Wealth...and relationship management skills previously demonstrated in wealth management in the high-net-worth marketplace +… more
- TIAA (Frisco, TX)
- …responsible for overseeing the onboarding and foundational training programs for Wealth Management associates. This role involves providing leadership, ... ** Wealth Training Manager** The Senior Director,...Responsibilities and Duties** + Maintain overall responsibility for the wealth management associate onboarding and foundational training… more
- Truist (Fort Worth, TX)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients...* 8 or more years of sales and client management experience in Wealth Management … more
- Bank of America (San Antonio, TX)
- Wealth Management Specialist - NPD San Antonio, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's...+ Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven… 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 ... outstanding talent. It all begins with you. **Wells Fargo Wealth & Investment Management ** Wells Fargo ...mitigation. **About this role:** Wells Fargo is seeking a Senior Lead Business Accountability Specialist to support… 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, ... partnerships, servicing, lending, marketing rewards, and offers and payments. As a ** Senior Technical Program Manager** , you will be working within the **Digital… 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, ... progress together. **The Role:** We are seeking an experienced Senior IAM Lead to function as the...fulfillment efforts + Communicate proposed work plans to the senior management and application support teams +… 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, ... passion in your work, come join us. We'll enable growth and progress together. The Senior MECM Operations Lead is a senior level position responsible for… more
- KPMG (Austin, TX)
- …and minimize impact of disruptions by identifying and communicating findings to senior management and clients + Support business development activities such ... **Business Title:** Senior Associate, Workday Projects/Assets/Customers Lead **Requisition...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Citigroup (Irving, TX)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a financial institution that touches every ... a competitive advantage for Citi. The Data Engineer Team Lead Java Senior Vice President is a... Java Senior Vice President is a senior management level position responsible for accomplishing… more
- Citigroup (Irving, TX)
- …advantage for Citi. The Engineering Team Lead Group Manager is a senior management level position responsible for accomplishing results through the ... and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Citi creates economic value that is systemically… 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, ... us. We'll enable growth and progress together. **Role:** The Full Stack Senior / Lead Java Developer(Financial Domain) position is responsible for establishing and… more
- Citigroup (Irving, TX)
- …making a positive impact on the communities we serve. Citi's Personal Banking and Wealth Management (PBWM) division is building a purpose-driven team to serve ... technology, a strong worldwide presence, and a powerful global franchise. The Senior Solution Architect is a strategic professional who closely follows latest trends… more
