- PNC (San Antonio, TX)
- …have an opportunity to contribute to the company's success. As a Sr Investment Advisor within the PNC Private Bank organization, you will be based in San ... accounts in accordance with investment objectives that have been developed with the client . Depending on line of business, may provide specialized advice on planned… more
- Zions Bancorporation (Houston, TX)
- …your career. Amegy Bank, here you grow. We're looking for a seasoned ** Private Banking Relationship Manage** r to join our high-performing team in **downtown ... the iconic Esperson Building. If you're passionate about building lasting client relationships and delivering tailored financial solutions, this is your opportunity… more
- Bank of America (Dallas, TX)
- Sr . Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Dallas) Dallas, Texas **To proceed with your application, you must be at ... least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/ Sr -Relationship-Manager--Global-Commercial-Banking Healthcare--Education--Not-for-Profit--Dallas Transformative-Healthcare\_25025703) **Job Description:** At… more
- Robert Half Finance & Accounting (Dallas, TX)
- …industry. Private Equity Fund / Real Estate Opportunity Fund Senior Fund Accountant Primary Responsibilities: Accounting / Reporting Perform accounting and ... and Accounting has teamed up with a multi-billion dollar private equity investment fund to assist in the recruitment...investment fund to assist in the recruitment of a Senior Real Estate Fund Accountant; this role will be… more
- City National Bank (Dallas, TX)
- * SR CREDIT RISK REVIEW OFFICER* WHAT IS THE...desired, along with understanding of high net worth and private client lending and retail loan products. ... 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
- Capgemini (Dallas, TX)
- …industry trends and client needs. + You'll act as a trusted advisor , building long-term relationships with key stakeholders at the above CSPs. + You'll identify ... drive sales initiatives and efforts to develop business strategies, and foster strong client relationships to ensure the growth and success of CSP's initiatives. +… more
- Insight Global (Houston, TX)
- Job Description An Environmental Engineering firm is looking to hire a Senior Water Operations Specialist to support a project in Houston, TX. This position will ... this person will be to act as an onsite advisor to shift operators to help ensure day to...reporting on performance of facility operations and staff, and client consulting. Strong technical writing skills are crucial. This… more
- Wells Fargo (Dallas, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist ... Regulation Z (LO) outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on… more
- Neuberger Berman (TX)
- **Summary** The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Houston, Denver, St. Louis, and Kansas City. The RIA Client Advisor must possess excellent interpersonal, organizational,... client meetings per week + Possess strong client relationship skills; influence senior clients to… more
- Dorsey & Whitney LLP (Dallas, TX)
- M&A ( Private Equity) Senior Associate or Of...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the ... - Dallas Dorsey & Whitney LLP is seeking a Senior Associate or Of Counsel with private ...to its clients' legal and business needs. Dorsey's diverse client base includes more than one-third of Fortune 100… more