- 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 (Dallas, 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)
- …review activity lead with proposed resolution plans. + Lead implementation of complex initiatives with high risk, generally spanning multiple business lines. + Lead ... high risk or complex review activity engagements in a matrixed environment and...+ Certified Public Accountant (CPA) + Certified Regulatory Compliance Manager (CRCM) + Certified Risk and Compliance Management Professional… 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
- Citigroup (Irving, TX)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... Head of Digital Identity Product Management, you will manage multiple product manager teams through other managers leading digital products for Identity Management,… more