- NTT America, Inc. (Dallas, TX)
- …deal structures within Banking & Financial Services domains. + Act as the strategic relationship manager and client liaison. Not only expand business but also ... will have the responsibility of managing and growing the relationship and business with one client by becoming a...across one or more lines of business (Retail & Wealth Management, Corporate Banking, and Capital Markets). This individual… more
- Citigroup (San Antonio, TX)
- …workflow queues and client outreach. This position requires partnership with other Wealth management teams to ensure requests are completed timely and within ... multiple products across business lines combined with exceptional networking and relationship building skills + Excellent verbal and written communication skills,… 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 Clearing & ... Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments. The Private Bank… more