- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the ... overall success of the Wealth & Institutional Management business unit by building and...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… more
- Charles Schwab (Westlake, TX)
- …transform the finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies ... Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams....Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped… 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 ... LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the… more
- Charles Schwab (Westlake, TX)
- …needs. Reporting into the Director of Business Strategy, the **HNW Lending Strategy, Senior Manager ** will be responsible for developing plans to expand our ... and aid in establishing the strategic direction for our overall CSPB offering. The Senior Manager will work closely with internal and external partners to… more
- First Horizon Bank (Fort Worth, TX)
- …at time of new/renew requests. + Coordinate deal team meetings between Relationship Manager , Market President, Senior Credit Officer, and Underwriter + CRM and ... Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations… more
- Carrington (Plano, TX)
- …TPO Process flows, and Loan Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... The Strategy Project Manager I role supports the development and implementation...and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
- DriveTime (Fort Worth, TX)
- …What's the Job?** **General Summary:** _What business need will this position fill?_ A Manager , Loan Servicing is responsible for leading a team of Loan Advisors to ... vision, mission, and core values. + Oversees and evaluates Loan Advisor performance, ensuring adherence to operational standards, regulatory compliance, and overall… more