- World Wide Technology (Dallas, TX)
- …extended team, calling at all levels within the customer's organization, and managing partner relationships are required. + Outstanding communication and ... Come join WWT today! We are looking for a Client Executive to join our SLED North Texas team...Onsite Health Centers, Employee Assistance Program, Wellness program + ** Financial Benefits:** Competitive pay, Profit Sharing, 401k Plan with… more
- Bank of America (Houston, TX)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... technology to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Fifth Third Bank, NA (Dallas, TX)
- …analytical skills, critical thinking and communication skills. + Professional presence ( client -facing). + Experience managing an advanced commercial client ... GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately… more
- Vanguard (Dallas, TX)
- …clients. + Partner with investors to help them plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional ... of business management, and relationship management. + Shown experience managing a book of business with a track record...Apply trust and estate planning knowledge to help preserve client 's wealth. + In-depth knowledge of financial … more
- MUFG (Irving, TX)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- Capgemini (Dallas, TX)
- …Capgemini IA solutions, delivery and governance processes + Ensure Customer Success Leaders are managing client portfolios to grow and expand IA across their ... client engagements, attending Orals, and providing easy to understand...in global complex environments + Experience in building and managing Intelligent Automation business portfolio + Strong working knowledge… more
- Bank of America (Dallas, TX)
- …and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Verint Systems, Inc. (Austin, TX)
- …serving as a trusted liaison between Finance and IT. + **Vendor & Partner Collaboration:** Experienced in systems integration and managing external partnerships, ... the execution and delivery of projects while maintaining ongoing support for all Financial and related systems. The Sr. Manager will be responsible for leading a… more
- Coinbase (Austin, TX)
- …role will require trust building with executive level partners at the largest financial institutions in the world. This client -facing role will include leading ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...and more. Our team takes a consultative approach to partner engagement, helping our partners navigate from strategy through… more
- Broadridge Financial Solutions (Coppell, TX)
- …to serve as a second-in-command to the VP of Product. As a key leadership partner , you will drive innovation and growth for our market-leading digital marketing and ... financial literacy platform. Reporting to the VP of Product,...with VP of Product: + Act as a trusted partner and strategic advisor to the VP of Product,… more