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Investment banking Jobs in Henderson, NV

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Investment banking • henderson nv

Last updated: 8 hours ago

Senior Trust Officer

Charles Schwab Inc.Henderson, NV, United States
Full-time

At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth... Show more

Loan Processor

First National BankHenderson, NV, United States
Full-time

We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve.We take great pride in the relationships... Show more

Cash Accounting Representative

Village Capital & InvestmentHenderson, NV, USA
Full-time
Quick Apply

Cash Accounting Representative.Village Capital & Investment LLC.Village Capital is a well-established mortgage company committed to delivering a quick, efficient, and quality mortgage loan proc... Show more

Wealth Management Advisor- NV-Green Valley Henderson

U.S. BancorpHenderson, NV, United States
$65,000.00–$80,200.00 yearly
Full-time

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.The WMA is responsible for facilitating the delivery... Show more

Merrill Advisor Development Program - Financial Advisor: Nevada Market

Bank of AmericaHenderson, NV, United States
$80,000.00 yearly
Temporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more

Branch Manager South Vegas Valley

Wells FargoHenderson, NV, United States
Temporary

Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network.This opportunity is designed for experienced managers who bring ... Show more

Vice President, Branch Leader-Henderson, NV

Fidelity InvestmentsHenderson, NV, United States
Full-time

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product.With a focus on employee development and collaboration, as the leader of a Fideli... Show more

Commercial Business Development Officer

First Federal Savings BankHenderson, US
Full-time

Commercial Business Development Officer DEPARTMENT: Commercial Lending REPORTS TO: Chief Commercial Lending Officer SUPERVISES: No FLSA STATUS: Exempt STATUS: Full Time, Regular OFFICER STATUS: Yes... Show more

Finance Expert: Remote Contract - Boulder City

WorkadaBoulder City, Nevada, United States
Remote
Full-time

At Workada, we're not just labeling data — we're helping improve the technology people use every day.Our work creates the examples and feedback that make advanced systems more accurate, consistent,... Show more

 • Promoted • New!

Remote Investment analysis / valuation / credit Evaluator - AI Trainer ($80-$120 per hour)

MercorHenderson, Nevada, US
Remote
Full-time

About the role We are hiring expert Evaluators in **Investment analysis / valuation / credit** to review and assess AI-generated work products (documents, spreadsheets, and slide decks) for accurac... Show more

Senior Premier Banker - South Vegas Valley District

WELLS FARGO BANKHENDERSON, Nevada, United States of America
Full-time +1

Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ... Show more

Member Service Representative I (FT) - Whitney

Silver State Schools Credit UnionHenderson, NV, USA
$18.07 hourly
Full-time
Quick Apply

Member Service Representative I.Monday- Thursday (9 am - 5 pm).The primary purpose of this position is to assist Silver State Schools Credit Union to live out its Mission, "Excellent Member Service... Show more

KWA Wealth Advisor

Keystone CPAs LLCHenderson, NV, United States
$36,000.00 yearly
Full-time

Wealth Advisor / Wealth Advisor Partner Track.Location: San Diego / La Jolla, CA Sparks / Reno, NV Henderson / Las Vegas, NV.About Keystone Wealth Advisors.Keystone Wealth Advisors is part of the... Show more

Client Relationship Consultant 2 (Banker) - South Boulder Henderson Smiths (38 hrs)CategoryBranch

US BankHenderson, NV, United States
$20.25 hourly
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

Director of Real Estate Development

Green Valley GroceryHenderson, NV, United States
Full-time

Director Of Real Estate Development.Job Category: Real Estate Requisition Number: DIREC004324.Corporate Office 160 N Stephanie St Henderson, NV 89074, USA.Essential Duties And Responsibilities:.Lea... Show more

Remote Investment Banking Expert - AI Trainer ($150-$220 per hour)

MercorHenderson, Nevada, US
Remote
Full-time

Role Overview** Mercor is partnering with a leading AI research organization to engage experienced investment banking professionals for a project focused on evaluating how well AI systems perform r... Show more

Wealth Management Advisor- NV-Green Valley Henderson

U.S. BankHenderson, NV, United States
$65,000.00–$80,200.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Project Manager

Pyramid ConsultingHenderson, NV, United States
Temporary

Immediate need for a talented Project Manager with experience in the Banking & Financial Industry.This is an 11+ Months Contract opportunity with long-term potential and is located in Henderson, NV... Show more

Remote Investment Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationWhitney, Nevada
$50.00 hourly
Remote
Full-time

DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more

 • Promoted

Remote UK-Based Investment Banking M&A Specialists - AI Trainer ($180-$230 per hour)

MercorHenderson, Nevada, US
Remote
Full-time

Mercor is recruiting UK-based Investment Banking M&A Specialists for a research project with a leading frontier AI lab.We are seeking experienced banking professionals with strong backgrounds in **... Show more

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Senior Trust Officer

Senior Trust Officer

Charles Schwab Inc.Henderson, NV, United States
23 days ago
Job type
  • Full-time
Job description

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

The Trust Officer is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business. The Trust Officer assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.

  • Serve as primary point of contact for assigned book of trust accounts.
  • Ensure each trust account is administered in accordance with applicable laws, regulations, and the terms of its governing instrument.
  • Maintain high client service levels through prompt research and response to registered investment advisors, trust beneficiaries, internal financial consultants, and various centers of influence in the account relationship.
  • Present discretionary memorandums for review and approval of the Discretionary Distributions Committee.
  • Document directed distributions for the administrative file and for the Personal Trust Fiduciary Committee.
  • Manage volume of new accounts through completion of the post acceptance administrative review process.
  • Ensure proper receipt of and accounting for miscellaneous assets in established trust accounts.
  • Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding both current and future trust prospects.
  • Perform Post Acceptance and Annual administrative account reviews for assigned accounts.
  • Participate in special projects as needed.
  • Provide support to the Senior Trust Officer and Director.
  • Provide training and support to junior staff.

What You Have

  • 5+ years experience in personal trust administration serving as primary trust professional with an assigned book of business
  • Experience with directed trusts preferred
  • Bachelor's degree or higher, CTFA preferred, or equivalent work experience
  • Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware and Nevada law, a plus
  • Superior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracy
  • Excellent interpersonal and communications skills and the ability to deal effectively with a variety of people
  • Highly motivated and a self starter

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.