- 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 ... Markets data + Develop and manage meaningful & trusted relationship with institutions/authorities governed by law to provide information...between the market and the teams. + Collaborate with senior management to align internal goals with new and… more
- Scotiabank (Houston, TX)
- …internal and external contacts. Participate in client meetings along with the Relationship Manager . Occasionally attend client meetings without the supervision ... of the Relationship Manager . Complete post-meeting follow up, including...deal review memos to pitch new business ideas to senior management, including opportunities such as new or increased… more
- Bank of America (Dallas, TX)
- …to senior management + The Business Controls organization within Wealth Management Operations (WMO) provides horizontal risk and control governance oversight for ... matter expertise across an information management operations function, and supporting the manager in all aspects of day-to-day management of the team's operations.… more
- Citigroup (San Antonio, TX)
- …workflow queues and client outreach. This position requires partnership with other Wealth management teams to ensure requests are completed timely and within ... highest level of support from those teams + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers… more