- Truist (Dallas, TX)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- Citigroup (San Antonio, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Personal Wealth ... tasked with providing best in class service on both Banking and Investment inquiries. **Key Responsibilities:** + Fully accountable for servicing and supporting… more
- Neuberger Berman (Dallas, TX)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... Overview:** NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned… more
- Neuberger Berman (TX)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... + Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent… more
- Bank of America (San Antonio, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Comerica (Dallas, TX)
- …Position Qualifications + Bachelor's degree from an accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- CBRE (Dallas, TX)
- …as a key member of the Investor Research group. The Hotels Research Manager will be primarily responsible for maintaining thought leadership for the sector. ... to inform broader strategy. You will be working alongside Hotels VAS and Investment Properties groups to create a comprehensive plan of outputs, and implement… more
- RS Group (Fort Worth, TX)
- …Planner role: + Ensure stock availability by using proper planning policies and investment strategies. + Identify investment opportunities that broaden the stock ... Proactively conducts strategic buying analytics to support and maximize sales revenue and margin growth. + Works with ...Structure + This role reports into the Supply Chain Manager . + This role has a direct influence on… more
- Autodesk (Plano, TX)
- …business opportunities with and through this partner. This position reports to the Senior Manager of Channel Sales . It is remote based, with candidates ideally ... a skilled Partner Business Consultant to join our Channel Sales team. The role involves managing the relationship between...+ Works with partners to help identify areas of investment and supports execution + Conducts business reviews to… more
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