- Charles Schwab (Westlake, TX)
- …7,000 independent investment advisory firms with ~$1.5 trillion under management. The Advisor Wealth Services (AWS) Organization is committed to empowering ... **Your opportunity** Schwab Advisor Services, a division of Charles Schwab &...career development and growth opportunities. We are seeking a ** Senior ** **Program Manager** to lead the AWS Career Development… more
- Truist (Fort Worth, 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
- Charles Schwab (Westlake, TX)
- …The Investment Product team works on a wide range of projects driven by Advisor Services' priorities, and this Senior Manager role will focus on initiatives ... **Your opportunity** Advisor Services (AS) is the industry leader in...to independent advisory firms. We provide access to sophisticated wealth services that help Registered Investment Advisors (RIAs) attract… more
- Deloitte (Fort Worth, 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
- Charles Schwab (Westlake, TX)
- …States on a full time basis without employer sponsorship. The Schwab Private Wealth Services (SPWS) Client Experience team is focused on designing, evolving, and ... in assets. SPWS partners closely with key enterprises (eg, Investor Services, Advisor Services, Schwab Bank, Operations, Marketing, Technology, etc.) to improve the… more
- Vanguard (Dallas, TX)
- …By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a Vanguard ... Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… 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 TypeScript Engineer, Wealth Management The Wealth Management business line strives to build on Vanguard's legacy to revolutionize the Wealth … more
- Charles Schwab (Westlake, TX)
- …a comprehensive advisor and client experience for digital assets in Advisor Services. Post-launch, the Senior Manager will drive growth, optimize ... on a full time basis without employer sponsorship. Charles Schwab ** Wealth ** **＆** **Portfolio Management Platforms** is responsible for delivering innovative,… more
- Edward Jones (Dallas, TX)
- …**Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience ... concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes...in everything they do. **What You Will Do:** The Senior Planner will serve as a conduit between the… more
- Scotiabank (Dallas, TX)
- Senior Audit Manager IT - US **Requisition ID:** 244966 **Salary Range:** 102,800.00 - 196,800.00 _Please note that the Salary Range shown is a guideline only. ... committed to results, in an inclusive and high-performing culture. ** Senior Audit Manager, Global Transaction Banking - US -... Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance… 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 Full Stack Java Lead, VP** is a ...define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating… more
- HUB International (Dallas, TX)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across ... adding value to every client activity. **General Description (Summary, Scope, Purpose):** The Senior Actuarial Consultant - OPEB will play a pivotal role within HUB… more
- Charles Schwab (Westlake, TX)
- …communications, and external partners. We value professionals who understand the wealth management marketplace and know how to build go-to-market plans that ... the office 4 days a week. **Preferred qualifications:** + Understanding of investor/ advisor audiences, or philanthropy space. In addition to the salary range, this… more
- Truist (Dallas, TX)
- …platforms, and content to drive origination activities and maximize banker/ advisor productivity. May own/manage tools/platforms directly and/or in partnership with ... approach to early talent recruitment and training across Wholesale and Wealth . * Developing, guiding, and mentoring less-tenured teammates; ensuring each LOB… more
- Scotiabank (Dallas, TX)
- …ensuring alignment with enterprise architecture and strategic priorities. + Partner with senior leaders across GBM to translate GBM's strategy into an executable ... guidance and business design expertise. + Act as a strategic advisor to transformation initiatives, ensuring projects are aligned to target-state design… more
- Insight Global (Westlake, TX)
- …Services Cloud-to solve complex, data-dense workflow challenges for financial consultants, wealth advisors, and service teams, with a focus on process, systems ... rationale, and contribute to the ongoing migration and optimization of Schwab's advisor platform on Financial Services Cloud. Pay rate: $40-$50/hr We are a… more
- Citigroup (Dallas, TX)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… 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 ... Position Overview: The Full Stack Applications Development Technology Lead is a senior level position responsible for establishing and implementing new or revised… more
- Scotiabank (Dallas, TX)
- …risk culture across all technology domains. The Director partners closely with senior technology and business leaders, risk owners, and control functions to ... Audit & Regulatory issue remediations. Director, IT Risk (CIO Risk Advisor ) directly supports the CIO/Vice-President, US GBME Technology, to collaboratively assess,… more
- Wells Fargo (Irving, TX)
- **About this role:** Wells Fargo is seeking a senior attorney to support the Trust Services business within its Wealth and Investment Management (WIM) business. ... Corporation and its subsidiaries + Serve as a legal advisor to the businesses within Wells Fargo + Review...develop and execute risk-focused solutions + Demonstrated experience advising senior management **Pay Range** Reflected is the base pay… more