- Regions Bank (Houston, TX)
- …At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified… more
- Bank of America (Houston, TX)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience...and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is… more
- Citigroup (Houston, TX)
- …markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the ... is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** + Participate in client… more
- CBRE (Austin, TX)
- …Manager - High-Tech Client Job ID 244953 Posted 03-Nov-2025 Service line Advisory Segment Role type Full-time Areas of Interest Transaction Management Location(s) ... management of real estate transaction activities including new leases, renewals, sales, acquisitions and dispositions on behalf of the client. Their portfolio of… more
- Bank of America (Dallas, TX)
- …Solutions * Client team management * Influencing * Consulting * Problem Solving * Investment Products and Solutions * Advisory Sales * Pipeline management * ... **Job Description:** This role is responsible for new client acquisition , deepening client relationships and building upon an internal...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Deloitte (Houston, TX)
- …to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design ... and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them… more
- CBRE (Austin, TX)
- Senior Transaction Manager Job ID 246578 Posted 12-Nov-2025 Service line Advisory Segment Role type Full-time Areas of Interest Transaction Management Location(s) ... goals. + Gather resources to execute elaborate lease renewals, new site acquisitions , and disposition of surplus space through subleasing. + Act as landlord/seller… more
- Deloitte (Austin, TX)
- …to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design ... and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them… more
- Deloitte (Houston, TX)
- …to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design ... and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them… more
- Deloitte (Austin, TX)
- …to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design ... and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them… more