- Bank of America (Houston, TX)
- Private Wealth Senior Investment Manager Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... along with the power to make a difference. Join us! **Job Description:** The Private Wealth Senior Investment Manager is responsible for defining and… more
- Deloitte (Houston, TX)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized… more
- Truist (Houston, TX)
- …rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate ... and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to… more
- Deloitte (Houston, TX)
- …Recruiting for this role ends on June 1, 2024 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent,… more
- Scotiabank (Houston, TX)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... Associate, Geology - Global Investment Banking / Energy **Requisition ID:** 200307 **Salary...creating plan of development, developing economic assumptions) - with senior oversight + Perform detailed review of evaluation inputs,… more
- Scotiabank (Houston, TX)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... Associate Director, Engineering, Global Investment Banking - Energy (US) **Requisition ID:** 199820...use in materials to be presented to client and/or senior bankers. Review and prepare any data room materials… more
- Atria Wealth Solutions (Houston, TX)
- …+ Review consolidated statements for compliance with firm policy. + Review Investment Advisor Representative private securities transactions. + Review Retirement ... Atria Wealth Solutions, Inc. (Atria) is a wealth...clients. Headquartered in New York City, Atria's broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial… more
- Wells Fargo (The Woodlands, TX)
- …then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... today. **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small...knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs… more
- Deloitte (Houston, TX)
- …Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets + Experience ... Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial...skills. The ability to bring together stakeholders and persuade senior clients to act is essential. A genuine passion… more
- Scotiabank (Houston, TX)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...written and verbal communication skills including presentation skills to senior management + Ability to work effectively in a… more