- Citigroup (Houston, TX)
- The Transaction & Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... the business. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Structured Finance and Structured Credit. Must… more
- Fifth Third Bank, NA (Dallas, TX)
- …calling officers including Public Funds, Financial Institutions, Real Estate Capital Markets, Corporate Trust and others. + Provide manager with monthly recap of ... territory through sales of primary and secondary market investment products to institutional clients. Responsible and accountable for risk by openly exchanging ideas… more
- Comerica (Dallas, TX)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and ... Serve as a leader for the trust organization to sell Comerica's trust products across personal and institutional markets. Provide input to sales strategies… more
- JPMorgan Chase (Plano, TX)
- …utilize your experience to make an impact with our Commercial Card clients? As a Relationship Manager on our Commercial Card team, you will drive retention and ... with our banking and treasury partners that own the broader client relationship , to ensure efforts, communication, and focus are coordinated and consistent. It… more
- JPMorgan Chase (Dallas, TX)
- …aspects of the oil and gas assets are understood as part of the entire relationship . The Regional Mineral Property Manager will manage a team comprised of ... of professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, philanthropy… more
- City National Bank (Dallas, TX)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... monitoring program in accordance with audit methodology and based on industry/ institutional knowledge, emerging risks, and regulatory changes and expectations. Key… more
- ISC2 (Austin, TX)
- …Perform other duties and special projects as assigned. **Behavioral Competencies** Relationship -Building + Cultivates trust and long-term partnerships with ... sense of belonging across our organization - an environment of authenticity, trust , empowerment and connectedness that empowers all of our successes. Learn more.… more
- Charles Schwab (Austin, TX)
- …publicly traded broker dealer in the Financial Services industry. We offer Retail & Institutional clients a wide range of products and services that are available to ... purchase through dedicated relationship models, periodic advice from Schwab employees, and direct to client through digital platforms. The Marketing enterprise is… more
- PNC (Houston, TX)
- …includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ** Institutional Asset Management (IAM** **):** ... real-world job experience. PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work… more
- Comerica (Dallas, TX)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a...and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement… more