- 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
- 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
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on May 31, 2026. 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) Preferred +… more
- Truist (Dallas, TX)
- …Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions ... a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and… more
- First Horizon Bank (Dallas, TX)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... the tools and proven methods that will lead to Advisor and Client success. If you are ready to...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- American Heart Association (Dallas, TX)
- …involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, virtually ... -level fundraising position engages with professional estate planning and wealth advisors, as well as current and potential individual...giving to the American Heart Association. In addition, the Senior Advisor serves as a subject matter… more
- Vanguard (Dallas, TX)
- …Information: + Work on a Product Ownership team alongside the Personal Advisor Wealth Management business as well as the senior architect and other senior ... Full Stack Technical Lead, Wealth Management The Wealth Management business...leader on an IT team Ideal Technical background + Senior level experience with Java, JavaScript, Angular / TypeScript,… more
- WTW (Dallas, TX)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… 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 Senior Java Lead/Developer is a senior level...define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating… 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 Senior Java Developer / Programmer Analyst is an intermediate...help define operating standards and processes + Serve as advisor or coach to new or lower level analysts… more
- Vanguard (Dallas, TX)
- About Financial Advisor Services Financial Advisor Services (FAS) is the largest and fastest-growing of Vanguard's four client-facing businesses. FAS provides ... investors - representing about $3 trillion in assets. Vanguard's financial advisor clients include broker-dealers, asset managers, bank trust departments, registered… more
- Vanguard (Dallas, TX)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- S&P Global (Dallas, TX)
- …and best practices to address challenges. + Establish strong relationships with senior client stakeholders, serving as their trusted advisor on software ... application landscapes. The role will act as a trusted advisor to clients, guiding them on best practices for...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… 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 ... us. We'll enable growth and progress together. The Applications Development Senior Programmer Analyst is an intermediate level position responsible for participation… 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 ... able to join and handle one on one, and massive conversations with senior level staff personally and video conference. 3. Preferable to have knowledge in… 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 ... estimates, resource plans and status reports. + Interfaces with senior project staff and client senior management...through advice, counsel or provided services. + Acts as advisor or coach to new or lower level analysts;… more
- Comerica (Dallas, TX)
- …Responsibilities: Business Unit Support Partner with and be a balanced, trusted advisor to client leadership to support business, financial and growth objectives. ... rotational, etc.). Assist clients in implementing strategies outlined in the Senior Officer Diversity Goals. Manage the H1B process for clients. Qualifications… 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 ... and progress together. Position Overview: The Pega Development Lead is a senior level position responsible for driving strategic business process management (BPM)… 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 ... us. We'll enable growth and progress together. **Description:** Pega Senior Programmer Analyst is lead development position responsible for...help define operating standards and processes + Serve 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 ... join us. We'll enable growth and progress together. The IT Business Senior Analyst/SAS programmer is an intermediate-level position responsible for intake of… more