- Truist (Dallas, TX)
- …(preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified ... and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. Following is a summary of… more
- City National Bank (Houston, TX)
- … management services to their clients. Performance in the role is based on the acquisition of new assets under management . WHAT WILL YOU DO? * Develop and ... that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new...delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA) * Ability to… more
- IBM (Austin, TX)
- …lead product-level marketing efforts to support pipeline generation and new client acquisition for the product. You will collaborate with teams across geographies, ... including Marketing, Product Management , Sales, and Business Partners. In the role, you...sales pipeline, revenue, win rate, market segment share and analyst ranking. Your primary responsibilities include: * Understand the… more
- Halliburton (Houston, TX)
- …working independently and providing leadership for others. Responsibilities include development/ acquisition , maintenance, and/or support of one or more applications ... technology, SAP systems, or functional area (eg, process simulation, document management , payroll, etc.). Job role contributes directly to value creation. The… more
- Indeed (Austin, TX)
- …diverse business partners and presenting data driven recommendations to senior management . The Strategist will work closely with Client Success, and Operational ... Employ data to derive strategic insights and recommendations to present to senior management + Partner with cross functional teams to drive program and process… more
- Banc of California (Austin, TX)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... new loans as well as transitioning loans to Portfolio Management . This role will work closely with senior Bankers...least two years' experience as a Venture Banking Portfolio Analyst or comparable experience at a financial institution, venture… more
- IBM (Austin, TX)
- …marketing and communications efforts to support pipeline generation and new client acquisition for IBM Software. You will collaborate with teams across geographies, ... including other Marketing, functions, Product Management , Sellers, and Business Partners. In the role, you...average customer value, market segment share, win loss rate, analyst ranking, and social influence. Your primary responsibilities include:… more
- Truist (Houston, TX)
- …Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital approach with a ... within assigned client group to identify key retention and new client acquisition opportunities 5. Responsible for providing client working capital services and… more
- IBM (Austin, TX)
- …marketing and communications efforts to support pipeline generation and new client acquisition for the solution. The role includes deep collaboration with teams ... across geographies, including Marketing, Product Management , Sales, Clients and Business Partners. In the role,...and trend NPS, market segment share, win loss rate, analyst ranking, and social influence. . Act as the… more
- 3M (Austin, TX)
- …legal, regulatory, and internal policy requirements. _Technical_ + Conduct forensic acquisition and analysis across endpoints, servers, networks, and cloud (AWS, ... (GCIH, E CEH, E CIH), or network forensics (GIAC Network Forensic Analyst (GNFA), NICCS Certified Network Forensics Examiner (CNFE) Additional qualifications that… more