• HNW Private Banker

    Citigroup (Dallas, TX)
    …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
    Citigroup (09/04/25)
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  • Citi Private Bank - UHNW Private Banker - Director…

    Citigroup (Dallas, TX)
    …desired results.** Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In ... and Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales … more
    Citigroup (07/09/25)
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  • Plan Implementation Manager

    Manulife (TX)
    …including but not limited to: recordkeeping / trust, custody and investment operations. The surrounding ecosystem supporting Advisor , Sponsor, Participant ... supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will manage the… more
    Manulife (08/28/25)
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  • SAP Senior Account Executive

    NTT America, Inc. (Austin, TX)
    …Relationship Management:** + Take full ownership of accounts, overseeing the sales of SAP cloud subscriptions, consulting engagements, managed services support ... growth, and demonstrate your ability to be a trusted advisor . + Gain in-depth knowledge of each customer's technology...+ **Demand Generation, Pipeline, and Opportunity Management:** + Manage sales pipeline from Lead to Close, be accountable for… more
    NTT America, Inc. (07/09/25)
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  • Relationship Manager - TPA Customer Care…

    Principal Financial Group (Dallas, TX)
    …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
    Principal Financial Group (08/28/25)
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  • Senior Compliance Analyst - Park Avenue Securities

    Guardian Life (Austin, TX)
    …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
    Guardian Life (08/29/25)
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  • Trade Finance Originations - Energy Sector

    Wells Fargo (Irving, TX)
    …product penetration by delivering specialty credit products to Corporate & Investment Banking clients and partnering with coverage teams to structure, propose, ... **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term...and technical needs across Commercial Banking or Corporate & Investment Banking + Lead the sourcing of new clients… more
    Wells Fargo (08/26/25)
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  • Private Bank, Life Insurance Specialist

    JPMorgan Chase (Houston, TX)
    …JP Morgan Private Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based Advice Framework and is responsible ... with the life insurance and retirement industry, and can effectively manage between sales and service support needs of the product. Job Responsibilities: + Develops… more
    JPMorgan Chase (08/08/25)
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  • Director Mergers & Acquisitions - US Based Remote

    Anywhere Real Estate (Houston, TX)
    …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more
    Anywhere Real Estate (06/25/25)
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  • Sr. Relationship Manager - Middle Market (Dallas,…

    Bank of America (Fort Worth, TX)
    …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... + Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets… more
    Bank of America (08/30/25)
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