- Truist (Dallas, TX)
- …essential functions. 1. Entry Level / 1 - 3 years in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment ... investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to… more
- JPMorgan Chase (Dallas, TX)
- …you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and ... advise on asset allocation + Closes sales of complex investment products + Support coordination of sales...of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act… more
- Regions Bank (Dallas, TX)
- …including attention to detail Trust Operations, Investment Operations, or Wealth Management Operations and Support experience are strongly preferred. _This ... section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual… more
- S&P Global (Dallas, TX)
- …clients, internal departments, and third parties alike. We are relied upon by investment professionals and industry leaders day in and day out. **Shift Hours: ... of working with Asset Management or Data Technology in Support , Business Analysis, Project Management or Scrum Master Role...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Truist (Dallas, TX)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...various specialists and IRM partners who are designated to support client service and business development efforts (eg credit,… more
- JPMorgan Chase (Fort Worth, TX)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP Morgan ... Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables JP Morgan Asset Management… more
- Charles Schwab (Westlake, TX)
- …large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications ... mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team...clients. This offering provides depth and value to Schwab Wealth Advisory Investment Advisors. The goal of… more
- Scotiabank (Dallas, TX)
- Technical Support Specialist - A/V Support **Requisition ID:** 237738 **Salary Range:** 76,500.00 - 142,120.00 _Please note that the Salary Range shown is a ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Truist (Dallas, TX)
- …the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the … more
- S&P Global (Dallas, TX)
- …areas within S&P Global. Our teams in London, Dallas, Singapore, and Noida support a wide range of institutional investors and cover notable names across startup, ... stages globally. **Responsibilities & Impact:** The Principal, Private Valuations, Structured Specialist , will deliver a range of valuation services specifically to… more
- Bank of America (Dallas, TX)
- Alternative Investments Regional Specialist - Private Bank Atlanta, Georgia;Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/Alternative-Investments-Regional- Specialist Private-Bank\_25034341-2) **Job Description:** At Bank of America, we… more
- Scotiabank (Dallas, TX)
- … and onboarding team to manage growth. If you are a Windows desktop support specialist who consistently keeps multiple streams running and delivered on time, ... bank. * Support back-office operations and corporate functions. * Support Investment Banking, Compliance, and other private-side businesses within the… more
- Robert Half Management Resources (Dallas, TX)
- …in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play a ... activities align with compliance requirements. Requirements * Certified Fiduciary & Investment Risk Specialist (CFIRS) certification is mandatory. * Extensive… more
- Scotiabank (Dallas, TX)
- …to the overall success of the US IT End-User Operations - IT Technical Support Specialist in United States ensuring specific individual goals, plans, initiatives ... are executed / delivered in support of the team's business strategies and objectives. Ensures...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment… more
- Truist (Dallas, TX)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Bank of America (Dallas, TX)
- …of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the ... responsible for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management **Responsibilities:** + Completes investigations… more
- Charles Schwab (Westlake, TX)
- …needs, Investor Services can help. The Financial Planner works with Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning ... working with assigned internal Schwab departments (primarily the Branch and Schwab Wealth Advisory Investment Advisors) to cultivate a referral relationship.… more
- S&P Global (Dallas, TX)
- …Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and ... Impact:** **The Impact:** S&P Global is seeking a motivated Specialist for Agent Services to work within the team...lines to drive continued progress of the regions to support the global operating model and local client base.… more