- Raymond James Financial, Inc. (Dallas, TX)
- …policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial...service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment… more
- Bank of America (Dallas, 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
- Neuberger Berman (TX)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including… more
- Truist (Dallas, TX)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... from time to time. 1. Serve as the primary relationship manager for a portfolio of mass...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… 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 ... is responsible for furthering the growth of NB's platform through strategic relationship building and business development initiatives with RIA's managing $100m+ AUM… more
- Bank of America (Dallas, TX)
- …through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for ... by identifying broader product and service solutions that meet their investment , savings and liability management solutions. FSAs demonstrate knowledge of… more
- PNC (San Antonio, TX)
- …Public Finance organization will be a producing banker and also help to lead investment banking efforts for PNC's Capital Markets in Texas. This is a player/coach ... revenue goals. Preferred qualifications include: -High performing, experienced public finance investment banker with a proven track record of proactive calling and… more
- Comerica (Dallas, TX)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... book of business and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement Plan and 401(K) Matching… more
- Brink's (Coppell, TX)
- …driving the strategic direction, legacy system modernization, business case development, and investment alignment for major initiatives that may be global in scope ... evaluate ROI, IRR, and payback for proposed initiatives, ensuring sound investment decisions. + Compile and deliver executive-ready presentations and strategy… more
- Fifth Third Bank, NA (Dallas, TX)
- …individual will be responsible for selling the bank's suite of ancillary products. The relationship manager should be well connected to the sector having the ... . Responsible for relationship review and overall relationship profitability. . Works with Portfolio Manager ,.... 7 - 10+ years of experience in Banking, Investment Banking, M&A or Capital Markets . Minimum of… more