- EY (Dallas, TX)
- …- Technology Consulting - Technology Solution Delivery - Wealth & Asset Management Manager (Multiple Positions) (1502823), Ernst & Young US LLP, Dallas, TX. Provide ... a combination of the following subject areas - * Securities trading platforms: Charles River, Blackrock, Longview, LineData, Advent...ask better questions to find new answers for the complex issues facing our world today.EY is an equal… more
- KPMG (Dallas, TX)
- …we are, and what we stand for. KPMG is currently seeking a Manager , Complex Securities to join our Valuations practice. ... **Business Title:** Manager , Complex Valuation **Requisition Number:** 112269...+ Effectively control / present / document / support complex securities valuations to various stakeholders, including… more
- S&P Global (Dallas, TX)
- …and engineering teams to successfully deliver client implementations for SP Global's Securities Processing & Corporate Actions solutions. SP Global's Securities ... and cross-group collaboration skills with a proven track record of leading complex projects with multiple stakeholders/partners. + Ability to engage competently with… more
- Deloitte (Dallas, TX)
- …our clients, combining strategic thinking with deep industry knowledge to solve complex business problems in a team-based environment. We architect operating models ... the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities , investment management, and real estate companies. Work you'll do As an OTT… more
- Bank of America (Dallas, TX)
- Global Commercial Banking-Middle Market Sr. Relationship Manager - Dallas, TX Dallas, Texas **Job Description:** At Bank of America, we are guided by a common ... is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving… more
- TIAA (Frisco, TX)
- **Portfolio Manager ** The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while ... on industry trends identified through market and risk analysis. + Buys and sells securities in client accounts to maintain a specific investment strategy or to reach… more
- Deloitte (Dallas, TX)
- Operations & Technology Transformation Manager , Guidewire PolicyCenter Configuration Technical Lead What we do Operations and Technology Transformation delivers ... our clients, combining strategic thinking with deep industry knowledge to solve complex business problems in a team-based environment. We architect operating models… more
- S&P Global (Dallas, TX)
- …and engineering teams to successfully deliver client implementations for SP Global's Securities Processing & Corporate Actions solutions. KYC Services is a core ... managers and service providers. Our market leading solution is built on Counterparty Manager , enabling you to automate, validate, and integrate KYC Data using our… more
- CS Energy (Dallas, TX)
- The Assistant Project Manager leads work alongside our Project Operations and Field Management to foster great client relationships, develop our employees, and ... with progressively greater responsibility + Successfully led and managed complex project or portfolios valued at $5+ million +...storage projects across the United States. Owned by American Securities , a leading US private equity firm, CS Energy… more
- Wells Fargo (Irving, TX)
- … manager , and/or relationship manager . + Exposure to large complex credits, including syndicated deals, leveraged loans, securities transactions, and ... **In this role, you will:** + Lead or participate in moderately complex initiatives and deliverables within Risk Asset Review Examination. + Contribute, initiate,… more
- Wells Fargo (Irving, TX)
- …narratives including key risks, controls, systems and stakeholders for engagement manager review. + Complete assigned issue validation and testing activities ... with engagement management. + Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in… more
- Truist (Dallas, TX)
- …with clients. This is not a remote position.** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,...for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7,… more
- TIAA (Frisco, TX)
- …to the head of Enterprise Communications Compliance and a hands-on manager to drive implementation of strategic risk-based Compliance initiatives and deliver ... jurisdictional offices, affiliates, and legal subject matter experts regarding complex matters. + Keep abreast of all changes in...financial services + Preferred Series 7 and Series 24 Securities Registration or ability to obtain within 120 days… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities ... (rewards, recognition, etc.), + Other qualifications such as Financial Risk Manager (FRM), Chartered Financial Analysts (CFA), Certificate in Quantitative Finance… more
