- World Insurance Associates, LLC. (Houston, TX)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client Advisors bring risk ... new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Wells Fargo (Frisco, TX)
- …Growth Director will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform ... and investment sales environments, with a deep understanding of advisor business models, client needs, and full...a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment,… more
- JPMorgan Chase (Dallas, TX)
- …JP Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it ... Banking Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive… more
- Ankura (TX)
- …diligence, mergers and acquisitions, and strategic advisory. Our team supports private equity firms, corporations, and other stakeholders through the entire ... generating $2-$4 million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual… more
- KeyBank (Dallas, TX)
- …Suite 400 - Dallas, Texas 75225 The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors and ... targeting and developing new business relationships while actively deepening existing client relationships. Senior Banker also serves in a leadership role, mentoring… more
- Deloitte (Fort Worth, TX)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
- City National Bank (Dallas, TX)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk...all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- Deloitte (Houston, TX)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's...Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture… more
- Deloitte (Fort Worth, TX)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- RE Tech Advisors LLC (Dallas, TX)
- …engineering, technology, and sustainability. RE Tech has a progressive and ambitious client base that includes numerous commercial real estate portfolios, private ... and decarbonization services in the built environment. This role requires direct client engagement to identify, assess and support the implementation of projects to… more