UNKNOWN

FEED

Project Management; Agile, Scrum, Kanban and Scrumban; Jira; ServiceNow; Data Analytics and reporting using SAS and Squirrel; Data Quality and Data Governance using Information Analyzer, Information Governance Catalog, Alation, and Bigeye; Data and BI reporting using Tableau; Mainframe data review using ISPF, IMS, and DB2; Kafka events; and, Customer Data Management. Development of controls to mitigate data quality risks including data quality plan development, implementing data quality rule checks, monitoring data quality results, reports and dashboards, as appropriate.

Industry leading service that puts our memberships' needs first. We're dedicated to the financial well-being of members of the military and their families for generations to come. That's why we provide a variety of financial products and best-in-class service to help our members achieve their financial goals and plan for the future. Our history continues to drive our purpose. USAA began in 1922 with 25 Army officers who offered to insure each other's vehicles when no one else would. Today, their tiny organization has grown into a respected institution offering a full range of financial products to millions of members. We believe they'd be pleased to know that USAA remains true to their founding values of service, loyalty, honesty and integrity. In 1922, when 25 Army officers met in San Antonio, Texas, and decided to insure each other's vehicles, they could not have imagined that their tiny organization would one day serve over 8 million members and become one of the only fully integrated financial services companies in America. We believe they would be pleased to know that USAA has remained true to their founding values of service, loyalty, honesty and integrity.

USAA

Information Management Analyst Lead

Career Level 8ICRelated SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

YEAR

TIAA

Wealth Management Advisor - San Antonio, TX

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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications: 5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Wells Fargo & Co

AI Product Area Owner

In this role, you’ll have strong collaboration with leadership, across cross-functional teams, and with external partners to align capabilities with restaurant realities. Whataburger isn’t just a fast-food burger chain it is where bold leadership starts — and where potential doesn’t just grow, it heatsup.

Whataburger Restaurants

Sales Forecasting Manager

In this role, you'll have strong collaboration with leadership, across cross-functional teams, and with external partners to align capabilities with restaurant realities. Whataburger isn't just a fast-food burger chain it is where bold leadership starts - and where potential doesn't just grow, it heats up.

Whatabrands LLC

Deloitte's Finance Transformation offering helps finance and global business services leaders navigate an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, and recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators. As a Profitability Costing Allocations Senior Consultant, on the Business Finance team, you will be responsible for: Assessing client costing and profitability processes to identify business challenges and develop solutions aligned to finance transformation objectives.

Deloitte

Profitability & Costing Senior Consultant

Working as an integral member of a SAFe Agile Release Train (ART), you will leverage Jira and Clarity to create and manage product features, partner with Agile teams to decompose features into user stories, define acceptance criteria, and maintain a prioritized product backlog. Advanced ability to independently work to gather business requirements, process flows and use cases to develop and deliver on business capabilities within the approved methodology, writing user stories, and following the development process through user story acceptance .

Senior Data Product Owner - Member Data Products

The Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp

Wealth Advisor

Deloitte Touche Tohmatsu Ltd

As a Senior Wealth Portfolio Manager with Frost Wealth Management, you will be responsible for independently managing assets within the proprietary strategies developed by Frost Wealth Management. 10+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or other financial services organization.

Frost Bank

Senior Wealth Portfolio Manager

Help drive the company's financial planning and analysis function while translating complex financial information into meaningful business insights. Build and maintain long-range financial models incorporating business drivers, assumptions, and scenarios .

Deacon Recruiting

FP&A Manager

HaleyMarketing

Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.

Truist Financial Corporation

Wealth Advisor - San Antonio, TX

Who you are: As a Senior Wealth Portfolio Manager with Frost Wealth Management, you will be responsible for independently managing assets within the proprietary strategies developed by Frost Wealth Management. 10+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or other financial services organization.

Cullen/Frost Bankers Inc

Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Wealth Advisor II

Experience with one or more of the following technologies: Security Information and Event Management (SIEM), Intrusion Detection Systems/Intrusion Prevention Systems (IDS/IPS), Data Loss Prevention (DLP), proxy platforms, Web Application Firewalls (WAF), Endpoint Detection and Response (EDR), anti-virus tools, sandboxing, network- and host-based firewalls, penetration-testing tools, or technologies used to identify Advanced Persistent Threats (APTs). 10+ years of experience leading cybersecurity managed-services delivery, Security Operations Center operations, or cybersecurity transformation programs with responsibility for client delivery, staffing, financial management, executive reporting, account planning, solution design, proposal development, pricing, or contracting.

Cyber Operate Senior Manager- Detect And Respond

We are seeking a Digital Product Manager to support the entire CPA organization by managing the end-to-end product lifecycle for the technology platforms that power CPA's work. Experience working with cross-functional teams including product, UX, engineering, business analysts, and testing teams.

SLG Millennium Group LLC

Digital Product Owner

jobdiva

Cyber Operate Senior Manager- Detect and Respond

5+ Years of experience specifically working in complex securities valuation financial modeling, managing client relationships, creating, and delivering client service work that exceeds client expectations, communicating (both written and oral) and presenting complex technical issues to non-technical internal and external clients. As a Manager on the Complex Securities team, you will be responsible for: Supporting Deloitte audit teams and non-audit clients with valuation analyses for complex equity and debt securities in connection with regulatory, financial reporting, and tax matters.

Complex Securities Manager

Complex Securities Valuation Manager

Advanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Financial Planning Analyst Jobs in San Antonio, TX

Information Management Analyst Lead USAA

Wealth Management Advisor - San Antonio, TX TIAA

AI Product Area Owner Wells Fargo & Co

Sales Forecasting Manager Whataburger Restaurants

Sales Forecasting Manager Whatabrands LLC

Profitability & Costing Senior Consultant Deloitte

Senior Data Product Owner - Member Data Products USAA

Wealth Advisor BOK Financial Corp

Profitability & Costing Senior Consultant Deloitte Touche Tohmatsu Ltd

Senior Wealth Portfolio Manager Frost Bank

FP&A Manager Deacon Recruiting

Wealth Advisor - San Antonio, TX Truist Financial Corporation

Senior Wealth Portfolio Manager Cullen/Frost Bankers Inc

Wealth Advisor II Frost Bank

Cyber Operate Senior Manager- Detect And Respond Deloitte

Digital Product Owner SLG Millennium Group LLC

Cyber Operate Senior Manager- Detect and Respond Deloitte Touche Tohmatsu Ltd

Complex Securities Manager Deloitte

Complex Securities Valuation Manager Deloitte

Wealth Advisor - San Antonio, TX Truist Bank

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