AVP, Reinsurance and Investment Management USAAAVP, Reinsurance and Investment ManagementSan Antonio, TX$224,250–$403,650 / yearThe AVP, Reinsurance and Investment Management provides executive level leadership and oversight to a team responsible for the development and management of highly competitive life, health, and annuity products while focusing on protecting the financial strength of the organization and building long-term value. Accountable for defining, developing, evaluating, and overseeing the implementation of reinsurance models and strategies designed to optimize revenue, market share, brand positioning, long-term profits, and value for members for assigned life, health, and annuity products.
Senior Investment Risk Analyst Victory Capital Management Inc.Senior Investment Risk AnalystSan Antonio, TX$83,401–$98,107 / yearThis role will be critical to the build-out of advanced analytics to support both Management and the Investment franchises and you will need both solid computer and/or coding skills and a working knowledge of the Asset Management Industry. General Summary and Purpose: Victory Capital Management is hiring a Senior Investment Risk Analyst who will be focused on providing analytical support and creating specialized data for the Centralized Investment Risk Team.
Senior Investment Risk Analyst Victory Capital Holdings IncSenior Investment Risk AnalystSan Antonio, TX$83,401–$98,107 / yearThis role will be critical to the build-out of advanced analytics to support both Management and the Investment franchises and you will need both solid computer and/or coding skills and a working knowledge of the Asset Management Industry. General Summary and Purpose: Victory Capital Management is hiring a Senior Investment Risk Analyst who will be focused on providing analytical support and creating specialized data for the Centralized Investment Risk Team.
Client Associate (Investment Services) SWBCClient Associate (Investment Services)San Antonio, TexasProvides telephone customer service to brokerage and investment clients by providing accurate information regarding their investment; answers questions regarding existing accounts; and handles administrative requests such as account changes. Coordinates all aspects of client appreciation and prospecting events in order to increase exposure and earn more business; and conducts active follow-up after events to uncover opportunities.
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.
Investment Sales Officer I Bok FinancialInvestment Sales Officer ISan Antonio, TXWorking knowledge of fixed income capital markets, securities and liquidity products, current client facing technologies and offered portfolio accounting and analytics services and possess the ability to qualify specific customer needs, implement strategies, and offer products to meet the client’s investment objectives. This level of knowledge is normally acquired through completion of a bachelor’s degree and 1-2 years’ experience in fixed income securities sales or 7-8 years equivalent work experience; FINRA Series 52 (Municipal Securities Representative), Series 7 (General Securities) and Series 63 (Uniform Securities Agent) licenses required.
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.
Client Associate (Investment Services) Southwest Business CorporationClient Associate (Investment Services)San Antonio, TXProvides telephone customer service to brokerage and investment clients by providing accurate information regarding their investment; answers questions regarding existing accounts; and handles administrative requests such as account changes. Coordinates all aspects of client appreciation and prospecting events in order to increase exposure and earn more business; and conducts active follow-up after events to uncover opportunities.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentSan 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.
Director of Investments EmploYou, LLCDirector of InvestmentsSan Antonio, TX$160,000–$200,000 / yearPartnering closely with the Chief Investment Officer (CIO), this position leads investment research, portfolio construction, portfolio management, trading, manager due diligence and ongoing investment strategy to support the firm's fiduciary responsibilities and client objectives. Evaluates investment managers, portfolio strategies, technology platforms, and analytical tools to enhance investment capabilities, improve operational efficiency, and strengthen the firm's investment platform.
Investment Sales Agent - Commercial Real Estate Foresite Commercial Real EstateInvestment Sales Agent - Commercial Real EstateSan Antonio, TXThis position is well-suited for professionals who are disciplined, self-directed, and eager to build a successful career in commercial real estate investment sales. is seeking a highly motivated and entrepreneurial individual to join our team as a Commercial Real Estate Investment Sales Agent .
Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZ JPMorgan Chase & CoInvestment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZSan 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.
Licensed Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZ JPMorgan Chase & CoLicensed Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZSan Antonio, TXRemoteChase 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. Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentSan Antonio, TXCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Product Manager - Global Wealth & Investment Management Bank of AmericaProduct Manager - Global Wealth & Investment ManagementSan Antonio, TexasThis job is responsible for managing the end-to-end product life cycle, including conducting market research and competitor analyses, determining product pricing, developing short and long-term strategies, identifying innovative opportunities to modernize product offerings and deliver a more unified customer experience, and adhering to the Product Risk Management policy. Partners with internal stakeholders to obtain meaningful insights about markets, clients, and competitors in order to develop products that solve client needs and ensure high adoption rates.
Real Estate Investment & Business Development Agent PRC ResourcesReal Estate Investment & Business Development AgentSan Antonio, TXWe’re looking for a proven networker and business developer who already has relationships within the San Antonio business and investment community—and sees an opportunity to leverage those relationships in a new way. Our brokerage works across both residential and commercial real estate , with a particular strength in serving investors, entrepreneurs, and business owners .
NewAssociate Director, Investments Marcus & Millichap Real Estate Investment ServicesAssociate Director, InvestmentsSan Antonio, TexasCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
Business Analyst TechDigitalBusiness AnalystSan Antonio, TXSupport the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing). Work closely with development and IT teams to design and implement solutions, including investment management systems and trading platforms.
Lead Business Analyst TechDigitalLead Business AnalystSan Antonio, TXThe role involves gathering and analyzing business requirements, identifying gaps, recommending solutions, and enabling the delivery of financial products and services that align with organizational objectives. • Support the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing).
Capital Markets Public Finance Senior Analyst/Banker Cullen/Frost Bankers IncCapital Markets Public Finance Senior Analyst/BankerSan Antonio, TXWho you are: As a Capital Markets Public Finance Senior Analyst/Banker, you are responsible for supporting Capital Markets Public Finance Bankers by providing and overseeing high level quantitative analyses. You play a vital role in developing relationships with municipal and finance personnel in cities, counties, school districts and other political subdivisions, seeking to assist them with obtaining financing for securities-style debt that they will incur.