Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66) Bank of America CorpConsumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)Fort Worth, TXThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
U.S. Private Bank - Investment Specialist - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - AssociateFort Worth, TXAs an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Manager, Alternative Investment Specialist SS&C Technologies Holdings IncManager, Alternative Investment SpecialistDallas, TXWhat You Will Bring: Bachelor's and/or Master's degree in Finance, Accounting, Economics or related discipline 2 years or more of supervising 2 or more staff 5-10+ years working experience in financial services Experience/knowledge in fund accounting with an understanding of commitment based vehicles and/or fund of funds The ideal candidate should be highly motivated; a self-starter who can establish priorities, meet deadlines, and work independently in a hybrid environment Strong interpersonal and communication skills Team player mentality with ability to partner with various departments and levels Strong Excel knowledge (Pivot Table, Sumif, V-lookup) Tech savvy, ability to quickly learn new technology. What You Will Get To Do: Lead a team of alternative investment specialists Client ownership and interaction Communicate with clients in a proactive & professional manner Monitoring, retrieving, processing, reporting and reviewing alternative investment data Management of workload queues Project ownership for onboarding of new clients Working with various systems across the SS&C landscape Assisting with researching differences between the alternative investment data and systems Identify potential problems and troubleshoot to resolve issues.
Senior Associate, Alternative Investment Specialist SS&C Technologies Holdings IncSenior Associate, Alternative Investment SpecialistDallas, TXSS&C Accord is an AI-driven, end-to-end alternative investment service built for wealth managers and advisors-automating the ingestion of complex data such as capital calls, distributions, and PCAPs, and delivering seamlessly integrated data into downstream reporting platforms. Our team sits at the intersection of cutting-edge technology and deep alternatives expertise, combining intelligent automation with hands-on subject matter specialists to ensure data accuracy and operational excellence for our clients.
NewU.S. Private Bank - Investment Specialist - Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - AssociateFort Worth, TXFull timeAs an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
U.S. Private Bank - Investment Specialist - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Executive DirectorAustin, TXFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Private Bank - Alternative Investment Specialist JPMorgan Chase & CoPrivate Bank - Alternative Investment SpecialistDallas, TXThe team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds.
NewPrivate Bank - Alternative Investment Specialist - Vice President JPMorgan Chase Bank, N.A.Private Bank - Alternative Investment Specialist - Vice PresidentDallas, TXFull timeThe team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds.
U.S. Private Bank - Investment Specialist (OCIO) - Executive Director JPMorgan Chase & CoU.S. Private Bank - Investment Specialist (OCIO) - Executive DirectorDallas, TXThe team brings deep expertise in investment governance, investment policy, portfolio construction, manager selection, alternative investments, liquidity management, and ongoing portfolio oversight, helping clients pursue long-term objectives through a disciplined and customized investment framework. The role requires a senior investment professional who can deliver the full OCIO platform, including customized asset allocation, investment policy guidance, portfolio construction, open architecture manager access, alternatives capabilities, liquidity management, and ongoing portfolio oversight.
Associate Investment Strategist (Equity Product Specialist) Dimensional Fund AdvisorsAssociate Investment Strategist (Equity Product Specialist)Austin, TXJob Description: Dimensional's Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content. The Associate Investment Strategist will work with other members of the Investment Solutions Group with a focus on broad equity market or strategy-specific data analysis, research, and ad hoc projects.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Investment Product SpecialistAustin, TXChase 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. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistDallas, TXFull timeChase 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. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Digital Accessibility Specialist Senior Associate - Commercial & Investment Banking JPMorgan Chase & CoDigital Accessibility Specialist Senior Associate - Commercial & Investment BankingPlano, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Defined Contribution Investment Product Specialist The PNC Financial Services Group IncDefined Contribution Investment Product SpecialistDallas, TX$91,000–$185,900 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Consumer Investments Preferred Banking Specialist - Fort Worth, Texas Bank of America CorpConsumer Investments Preferred Banking Specialist - Fort Worth, TexasFort Worth, TXKey responsibilities include balancing sales opportunities with some service requests, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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, AZPlano, 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 Property Sales Specialist 1 HR Home OfferInvestment Property Sales SpecialistHouston, TexasYou'll be the bridge between motivated sellers and our curated investor network — marketing off-market deals, hosting property walkthroughs, and structuring assignments that work for everyone at the table. About 1 Hour Home Offer We are a Houston-based real estate investment firm that helps homeowners in difficult or time-sensitive situations by providing fast, fair solutions.
Consumer Investments Registered Team Manager Bank of AmericaConsumer Investments Registered Team ManagerFort Worth, TexasKey responsibilities include ensuring schedule adherence and proper call management of all team members in relation to the contact center strategy, promoting work unity improvements to workflow processes, and resolving client issues that are elevated to the supervisory level. The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Dallas Fort Worth TX, Charlotte NC, Jacksonville FL, and Pennington, NJ and is the primary service provider for Consumer Investments Solutions.
Investment Banking VP - Energy (Oil & Gas) Truist Financial CorpInvestment Banking VP - Energy (Oil & Gas)Houston, TXSenior investment banking professionals are also expected to serve the bank''s corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.