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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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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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The responsibilities include managing our portfolio management software system, identifying, and initiating rebalancing for new accounts and those that have drifted outside of the parameters set by the Investment Committee, and providing guidance and working with wealth advisors to migrate client portfolios closer to firm models.
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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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Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Attend weekly Wealth Management meetings and bi-monthly Investment meetings. Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals.
$60,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The duties require the astute knowledge and experience in working on Security platforms such as Fidelity and Charles Schwab, as well as on wealth management platforms such as Orion (or other performance reporting systems) Salesforce (CRM), eMoney (or simply financial planning tool) and paperless automation, such as DocuSign, SharePoint.
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Preference for supply chain management, business or operations management, international business, or industrial distribution. Related industry and/or process management certifications from APICS, PMI, ASQ, and/or CSCMP are highly desirable.
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Relation Management,New Business Generation,Wealth Management Services,Trust ManagementAs Senior Trust Officer, you will have:Ten years or more of proven experience in personal trust administration, showcasing a deep understanding of trust management principles and practices.
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Current working knowledge of discharge planning, utilization management, case management, performance improvement, disease or population management and managed care reimbursement.
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RestoraCare Staffing is seeking a Registered Nurse (RN) Case Management for a nursing job in Houston, Texas. Strong analytical, data management and PC skills Current working knowledge of discharge planning, utilization management, case management, performance improvement, disease or population management and managed care reimbursement.
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Responsible for supporting the City of Houston with SAP FICO processes and configurations, e.g., SAP Finance and Controlling, Funds Management, Materials Management, Fixed Assets, Project Systems, Treasury, etc.
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Assist Commodities Risk Managers to promote a better understanding of the Global Commodities Group (“GCG”) within Credit Risk Management and with partners across the firm. Prepare and present to senior management a quarterly Commodities risk review that details exposure metrics across the global Firm-wide commodities portfolio analyzing key trends, drivers, and concentrations.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Lead coordination with other USAID bureaus/offices and other USG, United Nations (UN), and/or multilateral agencies/donors, particularly in relation to Agency Construction Policies and Construction Risk Management.
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wealth management jobs Title: investment Company: Macquarie Group Limited in Houston, TX
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