- Citigroup (San Antonio, TX)
- …+ Responsible for executing specific client contact campaigns as defined by Sales Management /Segments. + Responsible for proactively contacting clients to ... Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting...from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to… more
- Citigroup (San Antonio, TX)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance ... + Ability to multi-task with strong organizational and time management skills per the needs of banker teams and...interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit… more
- TIAA (Dallas, TX)
- …or in-house corporate law department + Working understanding of corporate/securities/asset management law + Strong attention to detail, responsiveness, and ability ... to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview**… more
- First Horizon Bank (Dallas, TX)
- **Description** **Location** : Onsite **Description:** Responsible for Treasury Management sales activities, including the development of new Treasury ... business. + Proactively partners with Relationship Manager to develop new Treasury Management sales , cross sell and customer retention. + Provides key Treasury… more
- Bank of America (Frisco, TX)
- …teammates in both the Global Corporate Bank and Global Wealth Investment Management to consult on sales opportunities and provide the product expertise and ... quality and the approval process through interaction with Risk Management Officers. Responsibilities will include interacting with financing product specialists… more
- Lincoln Financial (Houston, TX)
- …sales initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with… more
- Benco Dental (Dallas, TX)
- …including office design, equipment repair, practice coaching, financing and project management , wealth management and dental-specific technology solutions. ... Solutions Sales Partner - Dental IT & Software Location:...Excellent organizational skills with attention to detail + Time management and decision making skills + Strong presentation and… more
- Benco Dental (Lubbock, TX)
- …including office design, equipment repair, practice coaching, financing and project management , wealth management and dental-specific technology solutions. ... Territory Sales Representative Location: Lubbock, TX Business Unit: ...to independently stay focused and motivated + Exceptional time management , organizational, and customer service skills + Proficient computer… more
- House of Blues (Houston, TX)
- …this sounds like you then please read on! THE JOB The Director of Premium Sales & Service is responsible for the long-term retention and growth of our full season, ... of assigned customer accounts and meeting all pre-determined individual and department sales and service performance goals. This sales position will be… more
- Bank of America (San Antonio, TX)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... International Relationship Manager San Antonio, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more