- Citigroup (Dallas, TX)
- …easily understood **Relationship Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + ... addition, they are able to deliver quality Private Bank client relationships ( solutions and services) in an intensely competitive fragmented market, taking fullest… more
- Truist (Dallas, TX)
- …Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our ... clients in sector 3. Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success 4.… more
- Bank of America (Frisco, TX)
- …best practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but ... are guided by a common purpose to help make financial lives better through the power of every connection....Investment Consultant Analyst and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and… more
- JPMorgan Chase (Dallas, TX)
- …and written communication and presentation skills. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... and resources to position the firm as a strategic advisor . The Transaction Development team interfaces across the Global...in transaction dynamics, including valuation and deal structuring. + Series 79, 63, and SIE licenses at time of… more
- Federal Aviation Administration (Irving, TX)
- …instructors, and air transportation supervisors (ATS). Serves as the expert technical advisor on policies and procedures to the principal operations inspector (POI) ... guidance. Recommends changes which may require complex and controversial solutions to the POI that will be required prior...experience is waived for employees currently in the 1825 series . Qualifications must be met by the closing date… more