- BlackRock (Dallas, TX)
- …of leading client engagements, reviewing FAIR reports, and conducting financial analysis . You will gain a rich knowledge of the alternative investment market as ... over their fee structures. **Roles and Responsibilities:** Review and Analysis + Create and review detailed reports over management...KPIs to ensure timely report delivery for all clients Client Management + Act as the main point of… more
- PNC (Dallas, TX)
- …Making, Financial Analysis , Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience ... needed to be successful in this position. **Preferred Skills** Book Of Business , Client Relationship Building, Credit, Credit Products, Customer Engagement,… more
- NTT America, Inc. (Austin, TX)
- …innovative, integrated Data Center infrastructure and ISV/Partnered solutions that align with client needs and accelerate business outcomes and align with ... client needs across verticals **Key Responsibilities:** **Sales and Business Development:** + Identifying, developing, and closing sales opportunities in… more
- Truist (Fort Worth, TX)
- …in creation, planning and or attendance at strategy sessions and client new business /opportunity presentations and meetings. Delivering superior level ... with UHNW families' needs that may include: Complex review, analysis and diagram of existing estate plan and modeling...client service to retain clients. This includes: Anticipating client and advisor needs through proactive behavior,… more
- RE Tech Advisors LLC (Dallas, TX)
- …meetings (estimate of four times per year), as well as for Legence and/or client business needs. **Additional Requirements** In compliance with Federal law and ... offerings under your purview, leveraging deep technical expertise and a client -focused mindset. Support business development efforts. Contribute to professional… more
- City National Bank (Austin, TX)
- …& ADVISORY* WHAT IS THE OPPORTUNITY? The Senior Relationship Manager develops new business prospects and manages existing client relationships in the assigned ... process from identifying opportunities to execution. * Identify new business opportunities. Analyze client risks and propose...and sports related firms. * Act as a senior advisor , demonstrating expertise in industry trends, and market dynamics… more
- Deloitte (Houston, TX)
- …matter experts and industry specialists provide services and solutions relevant to our client 's business . Our team will assist with global tax challenges and ... complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates....department to create greater impact and efficiency within our client 's organization. Our spectrum of business tax… more
- Charles Schwab (Austin, TX)
- …by designing and driving forward initiatives that enhance and transform both the advisor and client experience. This role requires a strong understanding of ... through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of...(RIA) clients. Within WAS, the Senior Manager, Offer Management ( Business ) will be part of the SWA Offer Experience… more
- Comerica (Dallas, TX)
- …National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client segments. This role ... developing and executing strategies, diversifying the sources of new client acquisition as a risk mitigant and for executing...input to sales strategies across all trust lines of business to achieve revenue / growth targets. Support market… more
- EMS LINQ (Austin, TX)
- …with LINQ long-term, we focus heavily on hiring team members with **exceptional business acumen, strategic thinking, and client -management skills** . + We ... These are the Year 1 objectives that you'll be measure against, 1. **Earn trusted- advisor status.** By year-end, client sponsors call you first for process or… more