- JPMorgan Chase (Dallas, TX)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
- JPMorgan Chase (Plano, TX)
- …the US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add ... business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth...and the wealth management industry, providing support to our advisor and client population. You will strengthen… more
- JPMorgan Chase (Dallas, TX)
- …who will support you in getting there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 ... The Global Trusts & Estates Practice is an integral...corporate trustee of a trust, whether created by a client during their lifetime or upon their death through… more
- Capgemini (Houston, TX)
- …scope of a project and propose and optimize resources for opportunities. + Client Relationships: Building credibility and gain "trusted advisor " status with ... scope of a project and propose and optimize resources for opportunities. . Client Relationships: Building credibility and gain "trusted advisor " status with… more
- Principal Financial Group (Houston, TX)
- …integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
- NTT DATA North America (Austin, TX)
- …to drive operational excellence in service delivery and serve as a strategic advisor to our customers on technology transformation. This hybrid role combines the ... excellence, and scalability of our services and engage directly with senior client stakeholders to help them align technological investments with mission outcomes… more
- World Insurance Associates, LLC. (Houston, TX)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... World Insurance Associates ("World") is a unique financial services organization with a global ..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Anywhere Real Estate (San Antonio, TX)
- …effectiveness and client satisfaction. Collect and analyze data from global affiliates. 7. **Legal, IP & Financial Coordination:** Collaborate with ... Servicing is a key relationship manager and strategic partner to Anywhere Brands global Client Groups (master franchisors and direct franchises). This role… more
- JPMorgan Chase (Dallas, TX)
- The ** Global Trusts & Estates Practice** is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive ... have been serving the world's wealthiest families as wealth advisor , trustee and investor. We have over 500 fiduciary...& Gas") is a specialized team within JP Morgan's Global Trusts & Estates practice that manages clients' mineral… more
- Fiserv (Dallas, TX)
- …plans, budget, and project timelines. + Develop a business case and present client proposals with a set of solutions, financial justification, and expected ... - find your future at Fiserv.** We're Fiserv, a global leader in Fintech and payments, and we move...in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another… more