• RIA Client Advisor, Central Region

    Neuberger Berman (TX)
    …and portfolio updates; offer clients accurate performance attribution, portfolio strategy , and market performance insights; summarize and explain complex financial ... clients through strategic dialogue + Liaise with other internal teams ( marketing , performance, analytics, operations, legal & compliance) to ensure client needs… more
    Neuberger Berman (06/18/25)
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  • Salesforce Banking & Financial Markets Industry…

    NTT America, Inc. (Plano, TX)
    …must actively initiate and support sales efforts in partnership with the General Manager and Sales. The director should have deep expertise in Banking, Financial ... Services & Insurance products and guide the industry sales strategy . Engage early with customers to understand their needs, create winning strategies addressing… more
    NTT America, Inc. (05/28/25)
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