- AON (Houston, TX)
- …same-but every day centers on building positive relationships, solving sophisticated client challenges, and delivering the full value of Aon's global capabilities. ... Energy specialization and business strategies to retain and expand Aon's portfolio of Upstream Energy clients through relationship cultivation with senior… more
- WTW (Dallas, TX)
- …Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction ... and focuses on financial statement preparation and review, regulatory compliance, and client relationship management. The position plays a key part in supporting… more
- Edward Jones (Dallas, TX)
- …have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial ... deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management… more
- Cardinal Health (Austin, TX)
- …positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team ... and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point /...inquiries and updates on program performance. + Deliver broad-based portfolio of solutions that meet Cardinal Health and customer… more
- JPMorgan Chase (Plano, TX)
- …Telecoms sector of JPMorgan Merchant Services, you will primarily oversee a select portfolio of global large corporate clients. You will work in close collaboration ... strong relationships with key decision-makers and influencers within those assigned client relationships. You will meet JP Morgan Merchant Services' profitability… more
- JPMorgan Chase (Plano, TX)
- …Services team! As a key member of the team, you will drive the end-to-end client experience. As a Relationship Manager within the Technology Media & Telecoms team in ... Merchant Services, you will manage a select portfolio of global large corporate clients. You will collaborate closely with the firm-wide bank coverage team, JPMorgan… more
- Public Consulting Group (Austin, TX)
- …lead, build capacity and team capability at an enterprise level to ensure client satisfaction and continued growth. This leader will develop and grow established, ... high-performing functional teams in the areas of program management; client engagement and support; data science; and business analytics in support of PCG's… more
- Classic Bank NA (Rosebud, TX)
- …results-driven Ag Lending Manager to help lead and oversee our agricultural lending portfolio , including managing and growing client relationships in the markets ... expertise in structuring complex credit facilities, managing a demanding and complex portfolio of clients, and helping guide a team of high-performing lenders. Key… more
- Truist (Houston, TX)
- …management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development ... and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial...2. 5-7 years or more of banking experience in portfolio -oriented roles 3. FINRA: Series 7, Series 66, Life,… more
- WTW (Dallas, TX)
- …specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial ... oversight tailored to each client 's unique risk profile. Reporting to senior leadership and...Monitoring of exposures and risk transfer pricing within assigned portfolio . + Oversee regulatory approval for changes to the… more