- SHI (Austin, TX)
- …ensuring achievement of revenue targets through effective collaboration with sales, marketing , and alliance stakeholders. + Relationship Management: Build and ... the partnership, acting as a mediator to ensure a positive working relationship + Business Development: Identify new opportunities for growth and expansion through… more
- Banc of California (Austin, TX)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... firms banker). + Manage pitch meeting scheduling and follow up (largely sending marketing collateral after meetings) where needed. + Work with GTM and client… more
- Truist (Dallas, TX)
- …follow-up telephone calls, and preparing & maintaining client presentation & marketing materials 6. Assist the advisors with other administrative functions, ... with special projects for the Investment Managers. 9. Assist Investment Analyst with compliance exception items. Required Qualifications: The requirements listed… more