- Robert Half Finance & Accounting (Fort Worth, TX)
- …CPA strongly preferred. + 5-10 years of progressive experience in FP& A, investment banking, private equity, or corporate development . + Strong financial ... and has a need for a newly created Senior Financial Analyst / Corporate Development Analyst. This newly created role is designed for a dynamic individual who thrives… more
- Ankura (TX)
- …with team members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts, and achieving ... solutions + Expert written communication skills, self-directed with preparation of client ready document and presentation development + Articulate, persuasive,… more
- NTT DATA North America (Plano, TX)
- …Solutions** to join our team in Plano, Texas (US-TX), remotely. **Industry Solutions Executive ** The person in this role will function as an Industry Solutions ... Executive for strategic accounts, with a focus on Healthcare...This role will build trusted working relationships with our client and account teams as well as with key… more
- Edward Jones (Dallas, TX)
- …and other internal home office subject matter experts (ie- tax, estate, investment management, business owner, executive compensation, insurance) and external ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning… more
- IQVIA (Austin, TX)
- …+ **Supporting Growth and Platform Engagement:** Identify opportunities to expand client investment through thoughtful upselling and cross-selling, while ... + **High-Impact Client Escalations & Relationship Management:** Serve as the executive point of contact for complex client challenges, ensuring timely… more
- Ankura (Dallas, TX)
- …$2-$4 million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be ... . Oversee multiple engagements simultaneously, ensuring high-quality deliverables and client satisfaction. . Provide leadership, mentorship, and development … more
- HUB International (Argyle, TX)
- …mentorship with Account Administrator/Assistant Plan Analyst were applicable + Coordinates client contact changes with Producer/Account Executive + Organizes ... broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650… more
- PNC (San Antonio, TX)
- …* Develops and executes an effective business plan with emphasis on new client development , client retention and increasing overall bond underwriting ... be a producing banker and also help to lead investment banking efforts for PNC's Capital Markets in Texas....Develops and executes a business plan with emphasis on client development and increasing business with existing… more
- JPMorgan Chase (Dallas, TX)
- …with a strong foundation in Practice Management **Behaviors of Business Development , Business Management, Financial Planning, Investment Acumen, Relationship ... JP Morgan Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and… more
- HUB International (Fort Worth, TX)
- …mentorship with Account Administrator/Assistant Plan Analyst were applicable + Coordinates client contact changes with Producer/Account Executive + Organizes ... broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650… more