- Bank of America (Kingwood, TX)
- …Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with ... to complete required industry licensing + Displays confidence working in a sales role + Builds strong client relationships through effective communication and… more
- WTW (Dallas, TX)
- …data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's ... the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation committee, developing appropriate reward strategies… more
- Raymond James Financial, Inc. (Dallas, TX)
- …of client service with a strong focus remaining on what's best for their personal wealth management . + Network in the community and effectively market him or ... AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors… more
- HUB International (Dallas, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 ... and TCG, HUB . Manage a strong Client relationship . Identify additional sales opportunities for Clients . Provide exceptional service by meeting SLA requirements .… more
- S&P Global (Dallas, TX)
- …cross-functional teams to define priorities and develop roadmaps + Project management skills + Demonstrated intellectual and analytical rigor, strong attention to ... development, and system integration). + 6+ years of people management experience with 2+ years of managing managers +...additional compensation such as an annual incentive bonus or sales commission plan. This role is eligible to receive… more
- 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 (Dallas, TX)
- …vision/strategy to accelerate growth, pricing commercial opportunities, client engagement and management , P&L regional management against targets, and people ... and implementing commercial strategies, and handling aspects of business management relating to budget and talent acquisition. **Responsibilities** + Business… more
- HUB International (San Antonio, TX)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 600 ... insurance program and make appropriate recommendations for improvements. + Works closely with sales producer and other HUB team members on all aspects of client… more
- HUB International (Irving, TX)
- …Source candidates for new hire classes of customer service, data entry, account management , sales , and other positions of varying experience levels in Insurance ... and Retirement & Private Wealth (RPW). + Screen resumes and perform telephone screen...opportunities. + Work with the HR Manager and local management team to plan and execute in-office and off-site… more
- Regions Bank (Houston, TX)
- …vertical + Serves as a Philanthropic Solutions subject matter expert for all of Wealth Management , partnering across the footprint for key initiatives + Serves ... internally and externally which includes administrative, fiduciary and investment management services + Involvement in new business development strategies and… more