- Raymond James Financial, Inc. (Dallas, TX)
- …capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + ... policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications… more
- Bank of America (Plano, TX)
- …the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other ... is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit...best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis/underwriting… more
- Synchrony (Dallas, TX)
- …profitable decision making. This leader will collaborate closely with the GM, client cross-functional team, and analytics centers of excellence to provide consumer ... segmentation, forecasting, reporting, and other projects related to improving portfolio performance, customer experience, and operational efficiency. **_Our Way of… more
- US Bank (Houston, TX)
- …and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- Black & Veatch (Houston, TX)
- …models and project risk profiles. Professionals in this role interface directly with Client Account Manager , Project Director and Project Manager , as ... Expected to manage a team of professionals with a portfolio of multiple proposals with differing revenue, contracting structures,...when requested by Proposal Leaders. * Collaborate with the client account manager and project management to… more
- ARAMARK (Plano, TX)
- **Job Description** _The Portfolio Group, under the Workplace Experience Group umbrella, delivers seamless experiences from the breakroom to the boardroom, providing ... a signature suite of services for each unique business portfolio . Our team builds partnerships that excel, creating experiences that break the mold, where… more
- RE Tech Advisors LLC (Dallas, TX)
- …RE Tech's market positioning. + As assigned, operate as CRS project manager for client engagements; perform day-to-day project management responsibilities, ... and sustainability. RE Tech has a progressive and ambitious client base that includes numerous commercial real estate portfolios,...ability to speak same language as asset managers and portfolio managers + Advanced proficiency in Excel and other… more
- Bank of America (Houston, TX)
- …+ Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- NBC Universal (Mcallen, TX)
- …entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our ... selling skills to be able to best develop solutions to meet client needs. New business, revenue closure, account relationship building, customer satisfaction, and… more
- PNC (Farmers Branch, TX)
- …time in the office with the opportunity for remote work at the manager 's discretion. This position will be accountable for conducting architectural analysis with a ... heavy focus on business architecture and application portfolio rationalization using industry best practices from the business architecture and enterprise… more