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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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A Private Wealth Manager Advisor Investment / Trust and Estate Planning will play a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships.
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Prior project management and exceptional client service management experience preferred. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
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Ensure regulatory compliance via management and oversight of service providers. Reporting directly to the Managing Director of Resources, you will manage the day-to-day financial and operational performance of our expanding utility scale solar and energy storage portfolio and lead the asset management team.
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Ideally coming from a CRE advisory, investment management or alternative asset management firm, the GM of Marketplace will bring a diverse set of hands-on institutional/enterprise sales and capital markets experiences, always with a keen eye to customer engagement and success on both sides of the marketplace.
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Bachelors degree in Business Administration, Computer Science or a related field and 2 years of experience working on the IT Asset Management product within ServiceNow. Two years of experience to include: ServiceNow IT Asset Management product focusing on configuration and development; and designing solutions inside the framework of SDLC. One year of experience to include: Delivering solutions via the Agile Methodology; and working with Agile, Waterfall, Lean, Six Sigma, or SAFe Agile.
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Nine or more years of experience in emergency management, fire services, law enforcement or emergency medical service or relevant experience. A degree(s) in emergency management, homeland security, emergency medical response, fire response, law enforcement or relevant field may be substituted per LCRA guidelines for certain years of experience.
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
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Required QualificationsBachelor's degree and a minimum of five years of experience in positions that involve planned gift fundraising, major gift fundraising work, estate planning, financial advising or wealth management.
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Required SkillsProficiency in wealth reporting & trading tools including Orion, Black Diamond & TamaracStrong Data Management SkillsStrong written and verbal communication skillsFinancial Service Knowledge, Wealth Management specificallyAbility to work well with others; proactively anticipate and develop solutions, and work collaboratively with multiple teamsA mindset that includes strong self-awareness, emotional intelligence and the ability to provide and receive empathetic feedback.
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Extensive experience in CI/CD pipeline creation, infrastructure automation, configuration management, containerization, and monitoring across multiple cloud platforms (AWS, Azure, GCP, OCI) - Configuration Management: Use Ansible for configuration management of platforms created with Terraform or CDK.
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Parking Management Company (PMC) is actively seeking a full-time or part-time Parking Cashier to join their team. Parking Management Company is Hiring: Parking Cashier. Company: Parking Management Company - PMC.
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Experience in Teamcenter Part Management, BoM Management, Change Management, Mfg BoM Management, Service BoM Management and Document Management. Managing day to day relationships with customer, technical team, vendor team, upstream / downstream application team, quality assurance team, testing team and other stake holders to ensure the completeness, correctness and quality of solution delivered to the customer.
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Bachelor's degree in Computer Science, Computer Information Systems, Data Analysis, or Management Information Systems. Works closely with all Comptroller divisions including the Information Security Office and Records Management to establish a strategic direction for managing the agency's data assets.
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We serve enterprises that require high-volume, real-time transaction processing with the highest levels of accuracy, especially where revenue reconciliation and customer account management are key deliverables to the customer experience.
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wealth management jobs Title: customer service advocate in Austin, TX
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