- Grant Thornton (Dallas, TX)
- …over 1600 PE-backed portfolio company clients with over 600 PE firm relationships, our wealth of experience in private equity helps us perform unparalleled tax ... is responsible for designing and delivering training programs that enhance relationship management capabilities across our private equity teams, with a focus… more
- Scotiabank (Houston, TX)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... system of record and conducting monthly billing for each client . The role ensures all activities conducted are in...advice, products and services, including personal and commercial banking, wealth management and private banking,… more
- JPMorgan Chase (Austin, TX)
- …primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One ... relationships and providing financial advice with a focus on client experience and risk management , while focusing...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank… more
- JPMorgan Chase (Plano, TX)
- JP Morgan Asset & Wealth Management offers top-tier investment management and private banking solutions, managing $4 trillion in client assets. Asset ... Management provides comprehensive strategies across asset classes, while Wealth Management aids team members, families, and...Team, you will take ownership of monthly financials and management reporting for the Global Private Bank's… more
- World Insurance Associates, LLC. (San Antonio, TX)
- …new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key ... Personal Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to...including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and… more
- HUB International (Dallas, TX)
- …array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over ... vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to...insurance carrier loss control and safety activities assessments on client 's behalf + Conduct management and employee… more
- First Horizon Bank (Houston, TX)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... guarantees, etc.) which appropriately protects the bank + Work with Management to recognize client needs and matching the bank's capabilities to meet these needs… more
- First Horizon Bank (Plano, TX)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... and secured within the established limits following bank policy. + Process client transactions accurately and efficiently and using sound judgment when providing… more
- First Horizon Bank (Dallas, TX)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... sales goals/referral goals) and provide support to banking center management . **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service +...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- HUB International (Austin, TX)
- …and wealth management products and services. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make ... matter expert, providing strategic guidance and ensuring that our organization and client plans remain fully compliant with ERISA, DOL regulations, and other… more