4 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 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....

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...

Director, HR Business Partner- Financial Services Are you interested in joining a team of best-in-class HR leaders who enable game-changing business results by providing programs and solutions that unleash greatness in our associates? At Capital One, you have the opportunity to work in an environment in which the business truly values strategic HR partnership and results. If you have a passion for shaping the overall people strategy for a 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. We are looking for someone to:   Provide strategic HR business partnership to one or more business groups as a member of the senior leadership team (led by senior executives);   Serve as an integral, data-driven thought partner accelerating problem-solving and driving business outcomes through human capital strategies;...

Associate, Tax Credit Operations (New Market Tax Credit) Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX or Richmond, VA. Tax Credit Operations supports the Capital Markets line of business in the Commercial Bank division of Capital One, consisting of a portfolio of tax credit investment products including New Market Tax Credits and Alternative Energy Tax Credits.   Associates on the Tax Credit Operations team develop expertise in areas such as: closing, booking, funding, servicing and account reconciliation.  Responsibilities : Manage a portfolio of active credit facilities and equity investments for New Markets Tax Credit Perform duties supporting new deal closings and exits Process loan and equity requests (draw downs, pay...