- Alliance Defending Freedom (Dallas, TX)
- …defined metrics and annual goals (100+ six-figure gifts, 10+ seven-figure gifts). + Develop a high - net - worth prospect program to build a pipeline of lead and ... for six and seven-figure gift pipelines, networking with C-level execs and high - net - worth individuals. + Engage organization executives and Ministry… more
- City National Bank (Houston, TX)
- …(PWS) team, and is responsible for expanding CNR's relationships with its financial advisors, high and/or ultra- high net - worth (H/UHNW**) clients and ... to CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate goal of… more
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... and AIG. Your contribution at AIG: The quality of Senior Leadership is a defining factor for a company's...to attract and retain top industry talent and develop high performing teams. + Identify areas/positions within zone that… more
- Capital One (Plano, TX)
- …loss mitigation strategies, based on complex analyses, financial performance, borrower net worth and liquidity, market conditions, collateral condition, and ... Sr. Manager- Agency Asset Manager III The Senior Manager will play a vital role within...manage multiple complex situations under pressure and with a high degree of professionalism **_ At this time, Capital… more
- Wells Fargo (Midland, TX)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... us! **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Wells Fargo (San Antonio, TX)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... US **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Charles Schwab (Westlake, TX)
- …** + Understanding of the financial services industry and/or securities industry + Ultra High Net Worth client experience is preferred not required + ... quo" and transform the finance industry together._ As a ** Senior Client Relationship Specialist- Private Wealth Services** , you...you. **What you have** We place a premium on high performance, quality service and the ability to execute… more
- US Tech Solutions (Frisco, TX)
- …coordination efforts. **Role responsibilities:** + Coordinate and communicate meetings for high - net - worth clients in multiple locations across multiple ... **Job Description:** The Senior Administrative Assistant provides support to meet the...teammates; cover other duties during vacations. **Educational Requirements:** + High School Preferred **Work Experience:** + 2+ Years Preferred… more
- PennyMac (Plano, TX)
- …of FNMA/FHLMC, FHA, and VA program guidelines + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... underwriting quality meets company and investor standards + Work with senior lending professionals to assist in structuring complex mortgage transactions, where… more