Investment Operations & Portfolio Administrator EmploYou, LLCInvestment Operations & Portfolio AdministratorSan Antonio, TX$75,000–$90,000 / yearSuccessful candidates will collaborate closely with advisors, clients and external vendors to resolve issues, streamline workflows and support seamless portfolio implementation and client onboarding. This role provides ownership of core operational workflows, including new account setup, trading logistics, asset transfers, portfolio rebalancing, platform execution, billing file preparation and advisor support.
Investment Management Specialist Bank of AmericaInvestment Management SpecialistSan Antonio, TexasThis job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Investment Advisor (401K Retirement Plans) Southwest Business CorporationInvestment Advisor (401K Retirement Plans)San Antonio, TXGenerate sales of advisory services for retirement plans directly to employers through product knowledge, networking, referrals, and/or attending national conferences to promote SWBC services which include, but is not limited to, fee benchmarking, investment reviews, fiduciary oversight, and vendor searches. Represents SWBC at financial and investment conferences to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results to management.
Investment Advisor (401K Retirement Plans) SWBCInvestment Advisor (401K Retirement Plans)San Antonio, TexasGenerate sales of advisory services for retirement plans directly to employers through product knowledge, networking, referrals, and/or attending national conferences to promote SWBC services which include, but is not limited to, fee benchmarking, investment reviews, fiduciary oversight, and vendor searches. Represents SWBC at financial and investment conferences to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results to management.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesSan Antonio, TXFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)San Antonio, TX$224,250–$403,650 / yearDeep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
Investments Financial Operations Associate I Cullen/Frost Bankers IncInvestments Financial Operations Associate ISan Antonio, TXIn this role, you will assist in the preparing and processing of financial transactions and reports with the brokerage line of business to maintain and clear chain of communication throughout the department. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TXSan Antonio, TXAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewTop CRE Investment Agent 100% Commission Marcus & Millichap Real Estate Investment ServicesTop CRE Investment Agent 100% CommissionSan Antonio, TXMarcus & Millichap Real Estate Investment Services, Inc. is seeking experienced commercial real estate agents to join their growing team in San Antonio, TX. Strong sales experience and a real estate license are required for candidates interested in building a long-term career in this field.#J-18808-Ljbffr.
NewCRE Investment Sales Pro: Uncapped Commissions Marcus & MillichapCRE Investment Sales Pro: Uncapped CommissionsSan Antonio, TXThe ideal candidate has at least 3 years of direct sales experience and a strong commitment to a career in commercial real estate. You will represent clients in the sale of investment properties, execute transactions, and manage negotiations.
J.P. Morgan Wealth Management - Investment Phone Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Investment Phone SpecialistSan Antonio, TXRemoteAs an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Real Estate Investment Representative/Disposition Agent RebuiltReal Estate Investment Representative/Disposition AgentSan Antonio, TXRebuilt ( www.rebuilt.com ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
Real Estate Investment Representative/Acquisitions Agent RebuiltReal Estate Investment Representative/Acquisitions AgentSan Antonio, TXRebuilt ( www.rebuilt.com ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
NewEquity Research Analyst I Frost BankEquity Research Analyst ISan Antonio, TexasAssist senior level staff by monitoring and analyzing financial market trends, economic indicators, and industry developments to identify potential investment opportunities and risks. You will use your investigative skills and observant mindset to generate investment reports and assist senior level staff with monitoring and analyzing financial market trends.
Equity Research Analyst I Cullen/Frost Bankers IncEquity Research Analyst ISan Antonio, TXAssist senior level staff by monitoring and analyzing financial market trends, economic indicators, and industry developments to identify potential investment opportunities and risks. You will use your investigative skills and observant mindset to generate investment reports and assist senior level staff with monitoring and analyzing financial market trends.