- City National Bank (Houston, TX)
- …team. * Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and...process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation,… more
- City National Bank (Dallas, TX)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in...Manages resource planning to ensure that there are sufficient engagement resources to meet plan for the individual audit.… more
- Bank of America (Houston, TX)
- …individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,...+ Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth … more
- JPMorgan Chase (Plano, TX)
- …aligned to support **Asset & Wealth Management's US Wealth Management Client Operations** team which is an integrated team focused on supporting Bankers ... end-to-end issue/action plan workflow, including root cause analysis, and working with Wealth Management Client Operations and other impacted stakeholders to… more
- Kiewit (The Woodlands, TX)
- …+ Analyze market trends to guide strategic direction and potential service expansion. + ** Client Engagement ** : + Maintain consistent engagement with key ... and infrastructure markets. As part of Kiewit, we are integrated with 135 years of construction and engineering excellence...proposal and marketing teams to produce strategic deliverables. + ** Client & Market Engagement ** : + Active… more
- Broadridge Financial Solutions (Houston, TX)
- …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... for our clients, including asset managers, with solutions for enriching engagement , navigating risk, optimizing efficiency, and growing revenue. Our integrated… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Zions Bancorporation (San Antonio, TX)
- …Banking Manager is responsible for overseeing strategic relationship building, integrated business development, and the retention of high-net-worth private banking ... providing opportunities for continuous learning and professional advancement. + **Community Engagement :** We actively participate in community affairs to enhance the… more
- Kiewit (The Woodlands, TX)
- …annual bid and award revenue + Provides multiple touch points to ensure constant client engagement with key client decision-makers, teaming partners and ... with a focus on safe, cost effective, and innovative designs that achieve client expectations and further Kiewit's legacy of excellence. In an ever-changing job… more