- First Horizon Bank (Dallas, TX)
- …Miami, FL; New Orleans, LA; Dallas, TX; Charlotte, NC; Houston, TX **SUMMARY** The Chief Investment Officer is responsible for leadership and oversight of all ... * Host the First Friday Update Economic and Market Review meeting with Wealth Management associates. * Serve as lead speaker for Quarterly Conversation… more
- TIAA (Frisco, TX)
- …the client-facing, sales enablement, and business management teams within the Wealth Distribution organization. Wealth Chief Operating Office - An ... Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management . **Key Roles and Duties** + **Support high-impact… more
- Bank of America (Frisco, TX)
- …for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment /manager selection, ... following: + Advice and guidance is informed by our Chief Investment Office that revolves around portfolio...**Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning… more
- PNC (Dallas, TX)
- …have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust ... (IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and… more
- JPMorgan Chase (Plano, TX)
- JP. Morgan Asset & Wealth Management Finance and Business Management is looking for a Financial Associate to join their team in Plano, Texas. This role ... offers the opportunity to work directly under the Chief Financial Officer of the Global Private Bank Annuities...Execute on ad-hoc requests from various stakeholders and senior management (eg, various business senior leaders, both AWM and… more