- Somatus (Dallas, TX)
- …position. Responsibilities + Works under the guidance of physicians and/or a nurse care manager . + Follow-up with health management plans and goals. + Establish ... You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and...care team, specifically under the guidance of RN Care Manager and act as an advocate guiding them through… more
- NTT America, Inc. (Dallas, TX)
- …customers need to succeed across one or more lines of business (Retail & Wealth Management , Corporate Banking, and Capital Markets). This individual will lead a ... & Financial Services domains. + Act as the strategic relationship manager and client liaison. Not only...delivery models and common IT methodologies, practices and performance management tools, such as performance scorecards, SLA's, etc. +… more
- TIAA (Frisco, TX)
- …on financial matters such as, but not limited to, asset allocation, wealth management , retirement planning, education funding, estate planning, tax strategies, ... **Trust Administration Manager ** The Trust Administration Manager manages...Requirements: Sedentary Work **Career Level** 10PL Related Skills Client Relationship Management , Commercial Mindset, Consultative Communication, Ethical… more
- HUB International (Dallas, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices ... Advocate by utilizing Benefit Connector, a benefits administration software. **Reporting Relationship :** Report directly to Manager of Client Advocacy.… more
- First Horizon Bank (Houston, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... opportunity at a time. **Summary:** The Specialized Lending ACCOUNT MANAGER I (Loan Closing Officer - LCO) partners with...I (Loan Closing Officer - LCO) partners with the Relationship Officers, Portfolio Managers and the Syndication Team to… more
- Bank of America (Dallas, TX)
- …Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for ... Client Focus + Oral Communications + Prioritization + Problem Solving + Account Management + Analytical Thinking + Coaching + Written Communications + Mentoring +… more