- Neuberger Berman (Dallas, TX)
- **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client ... operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client… more
- JPMorgan Chase (Plano, TX)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, ... operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… more
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate, and gift tax ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From… more
- Regions Bank (Dallas, TX)
- …logging into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of ... dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information...client relationships within the defined affluent and high net… more
- Regions Bank (Dallas, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This… more
- Neuberger Berman (Dallas, TX)
- …the financial markets. This role offers a unique perspective on Neuberger Berman's Private Wealth Management business and requires a candidate who can ... **Position Overview:** The Wealth Management Coordinator will provide both marketing and...+ Prepare travel and expense reports + Support the client associate team with account maintenance tasks… more
- Regions Bank (Dallas, TX)
- …Degree or Technical School Certification This position is a part of Regions' Private Wealth Management team. **Position Type** Full time **Compensation Details** ... concerning staffing, performance evaluations, promotions, and terminations + Facilitates new associate onboarding and training for Wealth Management associates +… more
- S&P Global (Dallas, TX)
- …start‑up, growth, mature, and distressed stages globally. **Responsibilities & Impact:** The Private Market Valuation, Senior Associate will deliver a range of ... Associate will use valuation techniques and technology-enabled solutions to fulfil these client commitments. On a day‑to‑day basis, Senior Associate will work… more
- S&P Global (Dallas, TX)
- …mature and distressed spectra across the globe. **Responsibilities & Impact:** Senior Associate , Private Market Valuation will deliver a range of valuation ... leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation of… more
- S&P Global (Dallas, TX)
- …business stakeholders and the Enterprise Data Organization, bridging the gap between client needs and data execution. We focus on delivering high-quality, purpose ... + Lead expert within the Enterprise Data Organization for Private Credit and broadly syndicated loans + Manage continued...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- TIAA (Frisco, TX)
- …tactical direction and results. This role will contribute to the success of overall client management by leading the partnership with Wealth Management and the ... for managing a team of approximately 17-20 Portfolio Managers and supporting Wealth Management. Partnering with the Managing Director on strategic management issues,… more
- JPMorgan Chase (Plano, TX)
- …Morgan Asset & Wealth Management offers top-tier investment management and private banking solutions, managing $4 trillion in client assets. Asset Management ... provides comprehensive strategies across asset classes, while Wealth Management aids team members, families, and foundations in achieving financial goals. The Credit… more
- Grant Thornton (Dallas, TX)
- Tax Associate As a Tax Associate at...solution families, State and Local Tax, International Tax, and Private Wealth Service lines. ESSENTIAL DUTIES AND ... Procedures vary depending on the type of engagement and associate experience. Procedures may range from reviewing data input,...out other projects as assigned + Collaboratively working with client team members while building rapport and strong … more
- S&P Global (Dallas, TX)
- …The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. ... within the team administering the lending portfolios for our client base. The individual will be responsible for the...managing multiple stakeholders + Having exposure to both the private and broadly syndicated sides of the lending market… more
- Columbia Bank (Addison, TX)
- Healthcare Relationship Manager Wealth Management San Jose, California Walnut Creek, California Addison, Texas Henderson, Nevada **Description** **About Us:** At ... the healthcare sector. + Cross-Functional Collaboration: Work closely with Private Banking, Treasury Management, and Credit Administration to deliver integrated… more
- S&P Global (Dallas, TX)
- …all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure ... client satisfaction. The Service Delivery Management team interacts with...wide range of exposure across the Loans industry from Private Credit to BSLs. This is an opportunity to… more
- Nuveen Investments (Dallas, TX)
- …and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management. **Key Roles and Duties** + **Support high-impact business ... contributing to meaningful projects that directly support business objectives and client outcomes + **Collaborate on strategic presentations and research projects,**… more