- S&P Global (Dallas, TX)
- …a group that is driven by principles and challenging roles, establish direct relationship with third party data institutions and provide multiple paths for growth in ... for Private Markets data + Develop and manage meaningful & trusted relationship with institutions/authorities governed by law to provide information and set up… more
- Regions Bank (Atlanta, TX)
- …client experience, financial results, and risk management + Leads the Relationship Teams in the Relationship Management Process through a disciplined ... **Primary Responsibilities** + Coordinates and supervises the activities of all Relationship Team members + Represents the Bank by participating in calling… more
- Comerica (Dallas, TX)
- …incumbents possess written and verbal communications skills, sales and relationship management skills, analytical and problem-solving skills, organizational and time ... to existing customers. Works closely with TM Sales Officer and Relationship Manager to understand the client's business environment, strategies and industry… more
- Zions Bancorporation (San Antonio, TX)
- …The Private Banking Manager is responsible for overseeing strategic relationship building, integrated business development, and the retention of high-net-worth ... supervision, and performance reviews. Mentor less experienced associates and relationship managers, assisting with complex negotiations. Actively engage in community… more
- Truist (Houston, TX)
- …long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing ... Act as "face" of private practice within LSG firm relationship teams for assigned firms. 5. Identify and "right...client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and… more
- Datavant (Austin, TX)
- …Adjustment . + Research and problem resolution skills. + Exceptional interpersonal relationship skills. + Must possess strong managerial, financial , and ... analytical skills. + Consistent demonstration of commitment to quality, customer focus, productivity, and process improvement. + Strong communication skills to effectively interact all levels of the organization, business unit leaders, and staff in a tactful… more
- CBRE (Houston, TX)
- …position at CBRE. Position Scope: The Global Alliance Director manages the contract relationship , acting as a trusted advisor and thought leader to grow the business ... relationship and contract value. The Global Alliance Director will...following: P&L, Contract Management and Governance: * Accountable for financial performance of a global, 3X account * Indirectly… more
- Truist (Dallas, TX)
- …assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- JPMorgan Chase (Prosper, TX)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will ... offer comprehensive financial planning and advice to individuals and families. Your...solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent… more
- Bank of America (Fort Worth, TX)
- …_At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more