- Truist (Houston, TX)
- …**Please review the following job description:** Identify, solicit, develop, manage, service , retain and grow long-term profitable middle market relationships in ... deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to...$500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client… more
- Capco, a Wipro Company (Houston, TX)
- …we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to Finance and ... Act as the subject matter expert (SME) for commodity pricing, providing strategic advisory and support to clients. + Work with client stakeholders to troubleshoot… more
- Bank of America (Plano, TX)
- …financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with ... and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls… more
- Bank of America (Temple, TX)
- …financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with ... and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls… more
- Bank of America (El Paso, TX)
- …financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with ... and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls… more
- Truist (Dallas, TX)
- …not mentioned below. Specific activities may change from time to time. **Support the Business and Carry the Culture:** 1. Work with the Regional Director to develop ... new technologies, products, and trends. **Grow and Integrate the Business :** 7. Support Advisors in execution of our partnership...and drive client connectivity. 9. Work with the Client Advisory Center (CAC) to ensure smooth client migrations and… more
- Charles Schwab (Austin, TX)
- …and transform the finance industry together. In Compliance, we help our business partners achieve their strategic priorities by promoting principles and practices ... compliance functions. Reporting to Schwab's Head of Fund and Advisory Program Compliance, you will lead a team of...to support the continuing growth of Schwab's asset management business . You will focus on: (a) strategic initiatives related… more
- Grant Thornton (Dallas, TX)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... to supervise staff and lead projects. + Exceptional client service skills with a demonstrated ability to develop and...About Us At Grant Thornton, we believe in making business more personal and building trust into every result… more
- Deloitte (Austin, TX)
- …moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services , covering areas such as valuation modeling, cost ... optimization, restructuring, business design and transformation, infrastructure and real estate, mergers...deliver client engagements that identify, design, and implement M&A services , with a focus on Organization Transformation and HR… more
- Raymond James Financial, Inc. (Houston, TX)
- **Raymond James Overview ** **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies… more