- EY (Houston, TX)
- …knowledge base in one area, or diversifying to audit in other markets such as wealth and asset management, banking, private equity and capital markets. Your key ... can rely on every time. And as an Audit Senior , you'll be at the heart of that goal,...The opportunityThis is an area that has seen substantial investment , focused on technology, knowledge and development for assurance… more
- Bank of America (Houston, TX)
- Private Wealth Senior Investment Manager Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... along with the power to make a difference. Join us! **Job Description:** The Private Wealth Senior Investment Manager is responsible for defining and… more
- Deloitte (Houston, 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 ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized… more
- Deloitte (San Antonio, TX)
- …Recruiting for this role ends on June 1, 2024 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent,… more
- Bank of America (Houston, TX)
- …to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to ... Private Wealth Relationship Manager Houston, Texas...one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management… more
- Citigroup (San Antonio, TX)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Commerce Bank (Dallas, TX)
- …of the compensation range for some roles. This compensation range is for the Senior Private Banking Relationship Manager job and contemplates a wide range of ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...achieved by being the single point of contact for Private Banking clients; providing concierge level personal service and… more
- S&P Global (TX)
- …Analyst will deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real ... **Grade Level (for internal use):** 10 **S&P Global Market Intelligence** **The** **Role:** Private Equity Analyst **The Team:** As a market leader in the provision… more
- Scotiabank (Houston, TX)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... Associate Director, Engineering, Global Investment Banking - Energy (US) **Requisition ID:** 199820...use in materials to be presented to client and/or senior bankers. Review and prepare any data room materials… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... **Job Description:** The Infrastructure Services Program Management group is seeking a Private Platform Services Infra Delivery Lead reporting into the Private … more
- Atria Wealth Solutions (Houston, TX)
- …+ Review consolidated statements for compliance with firm policy. + Review Investment Advisor Representative private securities transactions. + Review Retirement ... Atria Wealth Solutions, Inc. (Atria) is a wealth...clients. Headquartered in New York City, Atria's broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial… more
- Wells Fargo (Houston, TX)
- …then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... today. **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small...knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs… more
- JPMorgan Chase (Dallas, TX)
- 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 ... dedicated wealth management business and the global resources of one...account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and… more
- Deloitte (Houston, TX)
- …Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets + Experience ... Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial...skills. The ability to bring together stakeholders and persuade senior clients to act is essential. A genuine passion… more
- KPMG (Austin, TX)
- **Business Title:** Senior Associate, Infrastructure Capital Projects & Climate Advisory (Real Estate) **Requisition Number:** 112188 - 86 **Function:** Advisory ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Senior Associate, Infrastructure Capital Projects & Climate Advisory (Real… more
- Bank of America (Dallas, TX)
- …support for all Bank of America's wealth channels including Merrill Lynch Wealth Management, BofA Private Bank and Merrill Edge. ISG serves around three ... assets with an understanding of the fiduciary and economic impacts of investment decisions. + Senior accredited business valuation certification strongly… more
- Scotiabank (Houston, TX)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...written and verbal communication skills including presentation skills to senior management + Ability to work effectively in a… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... responsibilities for SASE Services architecture. This encompasses Zscaler Internet Access, Private Access, Digital Experience, integration with AD and IDP Services,… more
- HUB International (Austin, TX)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Ranked 5th among ... by lead investor Hellman & Friedman, one of the world's largest and most respected private equity firms that recently closed the largest PE fund of 2021 and one of… more
- Deloitte (Austin, TX)
- …Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets + Prior ... skills. The ability to bring together stakeholders and persuade senior clients to act is essential. A genuine passion...skills and perspectives and exhibiting openness to coaching from senior colleagues and reviewing the work of and contributing… more
