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Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing, and reporting control issues with transparency. The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients.

YEAR

Citigroup Inc

Registered Wealth Service Associate

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Desired Skills:For-profit, Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience a plus5+ years banking experiencePrior Card solution experience a plusB.S. or B.A. in finance, accounting, management, or another undergraduate degreeCertified Treasury Professional Certification (CTP) or equivalentMBA or EquivalentInclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared successAuthentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communitiesInnovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quoConfident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role. Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentationsPartners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysisLeads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growthCoaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.

Bank of America Corp

Treasury Sales Officer II - Global Payment Solutions - Healthcare Not For Profit - Higher Education

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Responsibilities: Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customer's trusted advisors, and the like.

Texas Capital Bancshares Inc

Sr. Wealth Strategist

FULL_TIME

Leading a multidisciplinary organization spanning Public Relations, Communications, Brand and Design, Digital Strategy, Marketing Technology, Market Strategists, and regional marketing teams, the CMO ensures integrated marketing and business development efforts that elevate visibility, engagement, and growth across all divisions. As a key member of the leadership team, the CMO drives a strategic, insight-driven, and client-focused marketing function that connects business goals, brand strategy, and client engagement across all markets and disciplines.

Colliers Engineering & Design

Chief Marketing Officer

[AW]-iCims

Provide executive leadership for mission support resources and services, partnering with Program senior leadership and other stakeholders to align these services with program needs and enable safe, high-quality, accessible, efficient, scalable, and impactful program delivery and workplace operations. The Wounded Warrior Project (WWP) Vice President of Infrastructure & Operational Support Services provides executive leadership for the infrastructure and operational support capabilities that enable WWP teams to deliver meaningful experiences and support to warriors, families, and supporters.

Wounded Warrior Project, Inc.

Vice President - Infrastructure & Operational Support Services

If you enjoy solving complex problems, conducting investigative analysis, working with a wide variety of stakeholders, and translating technical risks into practical business guidance, this role may be a great fit for you. This role serves as a trusted advisor to technology, business, compliance, procurement, and security stakeholders, helping them understand and manage cybersecurity risk while supporting regulatory, contractual, and business requirements.

Southwest Business Corporation

Senior Security Assurance Analyst

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Morgan Stanley

Registered Client Service Associate

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The Registered National Investor Center Account Opening Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Licensed NIC Account Opening Associate

SWBC

As a Manufacturing Execution Systems Solution Architect Manager on the Supply Chain & Network Operations team, you will be responsible for: Leading discussions with client stakeholders to define Manufacturing Execution System (MES) business needs and translate requirements into scalable solution designs. 5+ years of experience in business requirements gathering, fit-gap analysis, functional process design, data mapping, functional and technical specification development, system configuration, testing, deployment, customer support, process documentation, and onsite/offshore delivery models.

Deloitte

MES Solution Architect Manager

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As a key member of the executive leadership team, the CFO leads enterprise financial planning and analysis, accounting and reporting, tax return coordination, revenue cycle and payer strategy, capital planning and treasury, enterprise risk management, and financial systems/data. South Texas Radiology Imaging Centers (STRIC) is one of the largest outpatient diagnostic imaging providers in San Antonio, with twenty-two locations across San Antonio, Boerne, and Schertz, Texas.

<p> At its founding in 1968, Nashville-based HCA was one of the nation's first hospital companies. Today, we are the nation's leading provider of healthcare services, a company comprised of locally managed facilities that includes about 165 hospitals and 115 freestanding surgery centers in 20 states and England and employing approximately 204,000 people. Approximately four to five percent of all inpatient care delivered in the country today is provided by HCA facilities. Richard M. Bracken serves as Chairman of HCA and R. Milton Johnson is the company's President and Chief Executive Officer.</p> <p>  HCA is committed to the care and improvement of human life and strives to deliver high quality, cost effective healthcare in the communities we serve. Building on the foundation provided by our Mission & Values, HCA puts patients first and works to constantly improve the care we give them by implementing measures that support our caregivers, help ensure patient safety and provide the highest possible quality. Investing in our communities is important to us. HCA typically invests about $1.5 billion annually to keep our facilities modern and up-to-date technologically and to expand and add services where needed. Focusing primarily on communities where the company is a leading healthcare provider, HCA selectively adds new facilities in order to better serve our communities.</p> <p>  And because two HCA founders were physicians, we value highly the strong relationships we've created with local physicians. We endeavor to provide them with a wide array of services and modern facilities in order to help them deliver the best possible care.  </p>

HCA Healthcare

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Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

JPMorgan Chase Bank, N.A.

Private Client Banker, San Antonio East Market, San Antonio, TX

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Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.

JPMorgan Chase & Co

J.P. Morgan Wealth Management - Vice President Supervisory Manager - Chicago, IL, Plano, TX, Tempe, AZ and San Antonio, TX

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Investment Advisor Jobs in San Antonio, TX

Registered Wealth Service Associate Citigroup Inc

Treasury Sales Officer II - Global Payment Solutions - Healthcare Not For Profit - Higher Education Bank of America Corp

Sr. Wealth Strategist Texas Capital Bancshares Inc

Chief Marketing Officer Colliers Engineering & Design

Vice President - Infrastructure & Operational Support Services Wounded Warrior Project, Inc.

Senior Security Assurance Analyst Southwest Business Corporation

Registered Client Service Associate Morgan Stanley

Licensed NIC Account Opening Associate Citigroup Inc

Senior Security Assurance Analyst SWBC

MES Solution Architect Manager Deloitte

CFO HCA Healthcare

Private Client Banker, San Antonio East Market, San Antonio, TX JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Vice President Supervisory Manager - Chicago, IL, Plano, TX, Tempe, AZ and San Antonio, TX JPMorgan Chase & Co

Wealth Management Specialist Bank of America Corp

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