6 wealth management client associate jobs found in Plano

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description THE IMPACT YOU WILL MAKE    As a Lead Associate, AI Platform Product Management, you will be responsible for delivering core capabilities of Fannie Mae’s enterprise AI Platform. You will balance innovation velocity with enterprise-grade security, governance, and cost controls, ensuring the platform enables safe, scalable, and responsible AI adoption across the enterprise. This role combines hands-on product leadership, vendor/ partner relationship management and cross‑functional influence across Engineering, Security, Risk, Finance, Legal, Data Science, and Business teams.  You will lead and deliver AI platform capabilities that directly...

Full Time Branch Ambassador - Collin County Area Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive, and human as the rest of your life. We are reimagining the way people interact with their money by creating community hubs where technology meets human empathy. As a Branch Ambassador , you are the heartbeat of our space. You don't just "process transactions"—you embody our culture of outstanding hospitality. You are a relationship-builder who blends friendly, attentive service with cutting-edge digital innovation. Whether you’re helping a client navigate our latest tools or empowering them to reach their financial goals, you are the face of an exceptional, human-centric experience. We are looking for curious, empathetic, and tech-savvy individuals who thrive in a fast-moving environment. You are someone who doesn't wait to be asked; you anticipate needs, solve problems before they arise, and have a genuine passion...

Manager, Client Development (Auto) As a Client Development Manager at Capital One, you will apply your strategic and analytical skills to create and strengthen relationships in the auto space. You will work with senior leaders to systematically identify and evaluate opportunities to establish, structure, and foster relationships that drive adoption of our products. You'll expand our reach and provide opportunities to proactively engage our partners shaping future developments to deliver a better customer experience. You'll do it all in a collaborative environment that values your insight, encourages you to take on new responsibility, promotes continuous learning, and rewards innovation.   In your role, you will: Strategic Account Remediation: Act as the primary owner for high-risk account churn, tasked with independently diagnosing root causes, forming cross-functional "hot house" teams, and negotiating strategic exceptions or service adjustments to retain enterprise...

Part Time Branch Ambassador - East Plano Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive, and human as the rest of your life. We are reimagining the way people interact with their money by creating community hubs where technology meets human empathy. As a Branch Ambassador , you are the heartbeat of our space. You don't just "process transactions"—you embody our culture of outstanding hospitality. You are a relationship-builder who blends friendly, attentive service with cutting-edge digital innovation. Whether you’re helping a client navigate our latest tools or empowering them to reach their financial goals, you are the face of an exceptional, human-centric experience. We are looking for curious, empathetic, and tech-savvy individuals who thrive in a fast-moving environment. You are someone who doesn't wait to be asked; you anticipate needs, solve problems before they arise, and have a genuine passion for...

Sr. Manager, HR Business Partner - Financial Services Are you interested in joining a team of best-in-class HR consulting leaders who enable game-changing business results by providing programs and solutions that unleash greatness in our associates? Here at Capital One you have the opportunity to work in an environment in which the business truly values the strategic HR partnership. If you have a passion for shaping the overall people strategy for the business and want to be part of a winning team, then look no further! We work in a business-casual, collaborative environment where one’s contributions are recognized, successes are elevated and effort is rewarded. Capital One provides a fast paced, dynamic environment where you can excel in your career while still maintaining a work life balance that others will desire. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared Values, come together to make Capital One a...

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our team, you will contribute to managing communications and/or negotiations between Fannie Mae and clients regarding loans and other investments. THE IMPACT YOU WILL MAKE The Multifamily Underwriting Analyst – Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:  Review Lender loan packages and assist in underwriting multifamily loans prior to their acquisition. Gather and assess the strengths, risks, and mitigants of each loan to determine the supportable loan sizing parameters....