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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a Bank of Texas advisor? Private Wealth Advisor; Wealth Management.
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Manages and delivers an ongoing expertise in historical and forward-looking capital market and macroeconomic factors, asset/liability management objectives, and total return/source of return preferences to support refining strategic and tactical asset allocations in alignment with investment objectives and policies, while considering the unique regulatory, accounting, and tax landscapes.
$390,150 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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4-6 years balance sheet, investment portfolio management and interest rate risk hedging experience for financial institutions. Catalyst Corporate provides its members with core financial services and back-office support, including payments, liquidity, investment and balance sheet management solutions.
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Your role will support key risk management decisions including Mortgage Servicing Rights (MSR), Held for Investment (HFI) Portfolio origination credit box, HFI Bulk Whole Loan Purchases, Jumbo Private Label Securitization (PLS) initiatives, and ongoing risk oversight and performance monitoring of key credit and portfolio risk management strategies.
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In 2022, The Boeing Company reaffirmed its commitment to Historically Black Colleges and Universities (HBCU) with $8 Million investment through Thurgood Marshall College Fund (TMCF), building on the partnership initially launched in 20.
$80,000 a yearInternExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. At least 3 - 5 years practical experience and advanced knowledge in curation, art education, or fine art collection management required.
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The Senior Vice President (SVP) Treasurer is a key leadership role with significant responsibilities in Capital Markets, Cash Management and Financial Risk Management. In addition, the Treasurer will supervise the cash management function and build strategies to mitigate interest rate risk.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Work closely with Customer Finance, Commercial Finance, Category Management, Shopper Marketing, and Field Sales partners to achieve annual sales volume and net revenue goals. Revenue Management / PPA experience strongly preferred; Sales experience and/or Sales/Commercial Finance experience a plus.
$136,800 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Primary duties of the Trash Collector include: - Operating garbage trucks - Collecting and dumping trash receptacles - Following route assignments as directed Waste Management offers an excellent benefits package that includes medical, dental, vision, life, 401(k) savings and more.
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At least 3 years of experience in data quality management and data governance practices within an MDM environment. At least 4 years of experience in Informatica MDM tools, including MDM Hub, Data Director, provisioning tool, and Active VOS.
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Direct application development experience in the Global Markets space related to Equities and Equity Derivatives, Fixed Income, Commodities or Prime brokerage or several years of experience in the global investment banking industry.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. Job Description Join a Winning Team CUSO Financial Services, LP (CFS) , in its partnership with InTouch Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
$154,300 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
wealth management investment jobs Company: Bok Financial in Plano, Bentonville, Kansas
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