- PNC (Houston, TX)
- …servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist. ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- Citigroup (Dallas, TX)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies . Private Bankers are able to add value to ... and banking & lending + Create sales and marketing strategies designed to generate revenue growth and to acquire...Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters… more
- Charles Schwab (Austin, TX)
- …in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation. **I** ... closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with… more
- Bank of America (Frisco, TX)
- …Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/ strategies ) for the Firm's clients. Advice and guidance are informed by ... practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but are not… more
- JPMorgan Chase (Dallas, TX)
- …Banking, you will co-cover our efforts across the Southwest region and our national practice for the Technology industry vertical. You will engage with private ... extensive network and resources to position the firm as a strategic advisor . The Transaction Development team interfaces across the Global Banking franchise,… more
- JPMorgan Chase (Plano, TX)
- …hiring a Vice President to drive compensation strategy and execution for JPMorgan Wealth Management and Affluent Banking. As a trusted Vice President within CCB ... you will be a strategic solutions provider and expert advisor to the business and HR business advisors; combining...consulting skills; ability to drive business goals through HR/Compensation strategies and can be innovative and creative + Strong… more
- S&P Global (Houston, TX)
- …growth by aligning our world-class data, analytics, and insights into client strategies and evolving market needs. **Responsibilities:** + Serve as the primary ... renewals and upsell conversations + Act as a strategic advisor and internal advocate for your clients, ensuring long-term...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Carrington (Plano, TX)
- …self-study, e[1]learning, blended learning). + Create and execute remote/distance learning strategies using online and distance delivery via collaboration tools such ... + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Anywhere Real Estate (San Antonio, TX)
- …closely with external partners (clients, partners, etc) to build and communicate business strategies and plans. Expertise in pitching a plus. * High degree of ... title and settlement services industry. Anywhere Integrated Services is national in scope, but each of its companies are...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more