• Client Support Specialist

    S&P Global (Dallas, TX)
    …issues. The role requires a blend of system troubleshooting, relationship management , and project execution skills to deliver a seamless client experience. ... coordination. This role combines frontline client support with light project management , ensuring operational success across a growing global client base. *… more
    S&P Global (06/04/25)
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  • Product Operations Specialist

    S&P Global (Dallas, TX)
    …box_ + _Ability to partner with stakeholders across functions, such as Product Management , Operations, Technology, and Sales_ + _Advanced Excel and SQL preferred_ + ... Include for roles that are bonus plan eligible, including sales commission plans. **About S&P Global Market Intelligence** At...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
    S&P Global (06/01/25)
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  • Treasury Management Sales Officer…

    First Horizon Bank (Dallas, TX)
    **Description** **Location** : Onsite **Description:** Responsible for Treasury Management sales activities, including the development of new Treasury ... business. + Proactively partners with Relationship Manager to develop new Treasury Management sales , cross sell and customer retention. + Provides key Treasury… more
    First Horizon Bank (03/20/25)
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  • Structured Credit Executive - Private Bank

    Bank of America (Austin, TX)
    …mentor **Required Qualifications:** * 5 plus years of commercial credit and/or wealth management credit experience * Experience reviewing financing requests and ... experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits...* Influence * Pipeline Management * Portfolio Management * Problem Solving * Sales Strategy… more
    Bank of America (04/11/25)
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  • UHNW Private Banker SAFE Act

    Citigroup (Houston, TX)
    …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more
    Citigroup (04/23/25)
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  • Virtual / Premier Advisor or Virtual / Premier…

    Truist (Bryan, TX)
    …services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the ... Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor… more
    Truist (05/09/25)
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  • Global Account Director, Strategic Solutions

    Norstella (Austin, TX)
    …based * To effectively internally cross collaborate with Pre & Post sales Solution Specialist , Customer Success, Consultants, Account based Marketers, Product ... Accounts Director who enjoys the challenging and fast-paced nature of account management /business development and is looking to continue a successful career in a… more
    Norstella (05/06/25)
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