- 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
- First Horizon Bank (Dallas, TX)
- …and make referrals to bank partners, including but not limited to mortgage, wealth, private client , and business banking. + Proactive Client Outreach: ... listed in job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their… more
- Ankura (Dallas, 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
- Lumen (Austin, TX)
- …and translate complex requirements into tailored solutions. Acting as a trusted advisor , you'll showcase best practices and demonstrate how our offerings enable ... remote from within the continential USA with ocassional travel to team and client meetings. **The Main Responsibilities** + Acts as a customer advocate by… 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
- AECOM (Austin, TX)
- …steering business and client opportunity and serving as a role and advisor to the overall project team.** Candidates should have demonstrated use of industry ... and experienced in developing and growing clients and design teams, achieve trusted advisor status. + Demonstrated leadership in client facing roles. +… more
- AECOM (Dallas, TX)
- …steering business and client opportunity and serving as a role and advisor to the overall project team.** Candidates should have demonstrated use of industry ... and experienced in developing and growing clients and design teams, achieve trusted advisor status. + Demonstrated leadership in client facing roles. +… more
- Insight Global (Fort Worth, TX)
- …Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to design tailored investment and retirement ... with firm policies and regulatory standards. Additional duties involve preparing client meeting materials, coordinating with custodians and product partners for… more
- First Horizon Bank (Houston, TX)
- …region of a complex nature. **Essential Duties and Responsibilities:** + Maintains a client portfolio for the bank + Expand existing client relationships which ... generate incremental revenue for the bank + Develop new client relationships which generate acceptable returns for the bank...and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg… more
- Deloitte (Dallas, 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