- Fidelity TalentSource LLC (Westlake, TX)
- …(AART).Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and ... to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.Synthesize the best of Fidelity… more
- Citigroup (San Antonio, TX)
- The Wealth Relationship Mgmt. Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- US Bank (Irving, TX)
- …treasury management, card, and card processing products and services. The Senior Audit Manager of Innovation & Analytics - Payments, Wealth and Investment ... that the risks are being well managed. The Payments, Wealth , and Investment Products team has audit responsibilities for...increase self-service analytics within the team. **This role is hybrid . Team members who are in a hybrid… more
- US Bank (Irving, TX)
- …from Day One. **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager is a senior level management position that is responsible for coordination ... activities related to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports the Audit… more
- US Bank (Dallas, TX)
- …Description** SUMMARY US Bank is seeking a Trust Tax Department Manager /Liaison supporting its Wealth Management division. RESPONSIBILITIES Tax Competencies: ... returns as prepared by external CPA firms, with the majority through our outsourced relationship with our tax vendor. - Provide tax support and liaise with our tax… more
- Charles Schwab (Westlake, TX)
- …and transform the finance industry together. Schwab Compliance is seeking a Senior Manager to administer certain elements of the Compliance programs in support of ... Co., Inc. investment adviser (CS&Co. IA) sponsor program and the Schwab Wealth Advisory, Inc. (SWAI) investment adviser program. This work includes coordinating with… more
- Charles Schwab (Westlake, TX)
- …our clients financial lives. As Fiduciaries, we bring expertise across the 13 Wealth Management topics in conjunction with powerful technology to inspire clients to ... key stakeholders and internal partners across the organization + Collaborative and relationship -focused work style with proven success in a team based environment. +… more
- Covr Financial Technologies (Houston, TX)
- Case Manager , Life Insurance REPORTS TO: Team Lead, Case Management DEPARTMENT: Insurance Operations FLSA STATUS: Exempt TRAVEL: None WORK SCHEDULE: M-F, subject to ... change according to business needs LOCATION: Houston, Texas ( hybrid - 4 days onsite/1 days remote) COMPANY OVERVIEW: Covr Technologies is a market leading… more
- Atria Wealth Solutions (Houston, TX)
- Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for ... strong work ethics. Location: This position may be done HYBRID out of one the following home office locations:...supervisory operations. + 3+ years of customer service or relationship management experience in a fast-paced environment. + Should… more
