- Innovapptive (Houston, TX)
- …limited supervision from sales management. The ability to create personalized sales presentations and value-based investment offers using tools such as ... Full-Time; Salaried. Travel Percentage: 25% Reports To: VP of Sales Compensation: Base Salary, Bonus, 401k, Medical, etc. Job...Recently in May 2023 Innovapptive raised a Series B investment led by Vista Equity Partners ("Vista"), a leading… more
- SHI (Austin, TX)
- …team development, and partner relationship management. The Director will be sales and customer-facing and will work with various departments within the ... company. This position will strongly align with Sales Leadership and Leadership at the partner level. **Role...AGT, ASG, and other SHI Teams. + Secure additional investment and demo gear from key partners to enable… more
- CBRE (Richardson, TX)
- …Role type Full-time Areas of Interest Digital & Technology/Information Technology, Investment Management Location(s) Dallas - Texas - United States of America, ... for driving the development and optimization of data products that support investment processes, portfolio management, asset manager, and client services. This role… more
- City National Bank (Houston, TX)
- …THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' ... abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and… more
- Bank OZK (Dallas, TX)
- …OZK benefits (https://careers.ozk.com/benefits) . Job Purpose & Scope Leads strategy, sales , and administration for the Bank's institutional wealth business - ... employer-sponsored retirement plans (401(k), 403(b), pension), business IRAs, and institutional investment management and cash solutions. Bridges the gap between the… more
- US Bank (Houston, TX)
- …and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management ... affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs + Determine which… more
- PNC (Dallas, TX)
- …tailored advice and strategic planning designed to help clients achieve their savings, investment , and retirement goals. As part of your support team, our Wealth ... OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Oracle (Austin, TX)
- …pipeline activity, and client feedback to optimize strategies. Understand PE firms' investment strategies and value-creation goals to tailor sales pitches. Act ... private equity. Qualifications: 3-7+ years of experience in business development, sales , or relationship management within private equity, investment banking,… more
- TIAA (Frisco, TX)
- …Director of Operations, Execution, and Risk. This person would ensure that investment and business processes are efficient, scalable, and aligned with regulatory and ... operational excellence. The responsibilities would fall into three categories: 1) Investment and Business Risk Management; 2) Reporting and Oversight; 3) Practice… more
- CBRE (Dallas, TX)
- …for implementing the national business development strategy, including managing the sales staff and directly leading client solutioning for US Property Management ... leading and setting the tone for a high-performing, ethical sales culture. + Provide formal management to direct reports,...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more