- Raymond James Financial, Inc. (Houston, TX)
- …build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with ... The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a… more
- Microsoft Corporation (Houston, TX)
- …or lack thereof of a lead to become a consulting opportunity. Secures pre- sales investment to secure appropriate consulting resources needed to shape and ... strategic industry cloud opportunities on prioritized accounts. Orchestrates the consulting- sales relationship with the core account team, working closely with… more
- Deloitte (Houston, TX)
- …+ Help companies maximize the return for their digital sales enablement and sales operations infrastructure investment + Work with Sales Leadership on ... and commercial strategies, digital products and innovation, marketing, commerce, sales , and service. We are a team of strategists,...devising sales strategies aimed at improving sales productivity focused on sales process standardization,… more
- Sage (Austin, TX)
- …In this role, you'll drive business growth through "go big" investment strategies, maximize sales opportunities, and strengthen executive relationships. ... define and execute the strategic direction for our partner sales - both sell-to and sell-through - with select...Key Responsibilities: * Work with assigned partner(s) in all sales -based campaigns such as partner marketing efforts, lead generation,… more
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC's Planned Giving group of the Institutional Asset Management ... be based within the PNC footprint. The Planned Giving Investment Advisor (PGIA) will manage a book of business...to large groups and engaging in the prospecting and sales process is expected. Initially, the new PGIA will… more
- Scotiabank (Houston, TX)
- Associate, Investment Banking - Power & Utilities - Houston, TX **Requisition ID:** 223101 **Salary Range:** 175,000.00 - 225,000.00 _Please note that the Salary ... team, committed to results, in an inclusive and high-performing culture. **Associate, Investment Banking - Power & Utilities - Houston, TX** **Global Banking and… more
- Scotiabank (Houston, TX)
- Administrative Assistant, Investment Banking **Requisition ID:** 243712 **Salary Range:** 52,000.00 - 86,700.00 _Please note that the Salary Range shown is a ... inclusive and high-performing culture. **Title: Administrative Assistant, Power & Utilities, Investment Banking - Houston, TX** **Global Banking and Markets** Global… more
- City National Bank (Austin, TX)
- * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring ... investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Truist (Dallas, TX)
- …Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment ... administration for the Wealth Management regional office. Provide administrative support to Investment Managers and help coordinate with other members of the Wealth… more
- PNC (Houston, TX)
- …and have an opportunity to contribute to the company's success. As a Sr Investment Advisor within the PNC Private Bank organization, you will be based in Houston, ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more