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Do you want to be a true Wealth Advisor for your clients, with the abilitytoserve clients in our Registered Investment Advisor (RIA) firm or as a Bank of Texas advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA). A career with BO
Posted Today
Colliers International
- Atlanta, GA / Houston, TX / New York, NY / 3 more...
Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralize
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Perkins Coie LLP
- Phoenix, AZ / Dallas, TX / Boise, ID / 3 more...
Perkins Coie is looking for an experienced, dynamic individual to take on the Financial Specialist role as the single point of contact for select partners regarding the financial operation and performance of their practice. The Financial Specialist is involved from initial client/matter intake, through oversight of time entry and WIP review, to pro forma distribution and
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Crowe
- Chicago, IL / Louisville, KY / Miami, FL / 25 more...
Strong written and verbal communication and comprehension both formally and informally to our clients and our teams, in a variety of formats and settings, including in interviews, meetings, calls, e mails, reports, process narratives, presentations, etc. Willingness to travel 60% annually Internal operational and technology audit planning and execution, including risk ass
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Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independ
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Review existing and potential client business scenarios to identify new business development and cross selling opportunities for more complex relationships. Assist in the preparation of RFP responses. Conduct new business presentations to clients, prospects, and industry professionals in accordance with established programs and procedures. Contribute to department annual
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The role of the Budget and Financial Analyst provides financial management for the Construction organization including the management of all department construction CWIPs throughout the entire system. This position is responsible for tracking, G/L budgeting, variance analysis and control on all construction and operational budgets including capital budgets, with overall b
Posted 1 day ago
Gartner
- Fort Myers, FL / Irving, TX
About the role Lead a team to effectively manage and grow Deal Desk support for the global Consulting organization. Drive the ongoing evolution of the Consulting Deal Desk through business awareness and process monitoring to improve a globally consistent strategy, and building rapport with the Industry Leaders, Region Leaders, and Managing Partners. What you'll do Drive a
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Are you interested in helping students achieve their educational and professional goals? Are you looking for a rewarding opportunity in higher education that provides a hybrid work schedule, employee tuition assistance, and a comprehensive benefits package? Apply now to join our team! The Office of Financial Aid is looking for an individual with veterans' educational bene
Posted Today
of the Position Lead a top performing financial center team and create a dynamic atmosphere for team members (including Private, Business, Wealth and Mortgage Lending Specialists) to proactively meet the needs of our customers in a rapidly changing bank environment. Lead and manage bankers and partners from all lines of business to maximize delivery of all capabilities of
Posted 5 days ago
Serves as point of contact for consultation and documentation regarding regulatory disclosure issues, including system implementations for the Enhanced Prudential Standards and processes for applicable reports. Continuously enhance and drive accountability of the critical data elements used for regulatory reporting including collaboration with various stakeholders across
Posted 4 days ago
of the Job Promotes and sells Non deposit Investment products "NDIP" and services to the public through an integrated marketing program, including branch training, relationship development, individual and group presentations, direct mail programs, follow up calling and other client contact methods. Essential Functions Interviews and counsels customers to obtain financial b
Posted 5 days ago
Level Experienced Job Location IDX Irving TX Site Irving, TX Position Type Full Time Education Level 2 Year Degree   Description Inform Diagnostics is a leading national pathology laboratory, headquartered in Irving, Texas, with additional state of the art laboratories in Boston, New York City, and Phoenix. With unparalleled quality and experience, Inform Diagnostics
Posted 1 day ago
Advisor Financial Aid Job Locations US TX Dallas ID 2024 5724 Type Regular Overview The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students, their families and other influencers as they move through the financial aid proces
Posted 6 days ago
Jack Henry & Associates, Inc.
- Lenexa, KS / Allen, TX / Monett, MO / 1 more...
General information JobID 14543 Position Level Individual Contributor Team Business Operations Working Time Full Time Position Type Regular Travel Requirements 10% Workplace Type Hybrid Preferred Location Lenexa, KS Additional Locations Allen, TX, Monett, MO, Springfield, MO
Posted 7 days ago
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