• Registered Wealth Service Associate

    Citigroup (San Antonio, TX)
    The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external ... Responsible for executing specific client contact campaigns as defined by Sales Management/Segments. + Responsible for proactively contacting clients to identify… more
    Citigroup (04/18/25)
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  • Wealth Team Client Service Associate

    Citigroup (San Antonio, TX)
    …of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the ... background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products + US:… more
    Citigroup (05/06/25)
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  • Ultra High Net Worth Portfolio Strategist

    Bank of America (Dallas, TX)
    …manager selection (traditional or alts), investment management or in a Wealth Management investment support/ sales role supporting Financial Advisors + ... spanning: custom lending, trust and estate planning, philanthropic services, business sales and beyond. **Job Responsibilities:** + Develop relationships with UHNW… more
    Bank of America (06/03/25)
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  • Senior Paralegal - Strategic Investments…

    TIAA (Dallas, TX)
    …to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview** ... Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre… more
    TIAA (05/21/25)
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  • Private Client Manager II

    Bank of America (Frisco, TX)
    …Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial aptitude a ... must + Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon… more
    Bank of America (04/30/25)
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  • Regional Vice President, Commercial Sales

    Stanley Black and Decker (Dallas, TX)
    **Regional Vice President, Commercial Sales - S. Central ( Houston, Dallas or Austin preferred)** **50% Regional Travel** **Come build your career.** It takes great ... Regional Market Managers, Trade Specialists, and Account Managers that are consultative sales partners to the largest Distributors, End Users (Contractors) and trade… more
    Stanley Black and Decker (06/12/25)
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  • Alternative Investment Sales Specialist…

    Lincoln Financial (Houston, TX)
    …**Requisition #:** 74592 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain a ... business plan, to achieve sales and growth goals for alternative investments. They will...aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop… more
    Lincoln Financial (05/14/25)
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  • Advisor Consultant

    Nuveen Investments (TX)
    …performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory ... to keep track of opportunities through different stages of sales process. + Collaborate and share best practices across...best practices across the regional teams. + Support US Wealth Advisory Services broader campaigns and initiatives as needed… more
    Nuveen Investments (06/05/25)
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  • Retail Sales Representative I

    IGT (TX)
    Retail Sales Representative I Location: TX Statewide, TX, US Requisition ID: 17299 IGT (NYSE:IGT) is a global leader in gaming. We deliver entertaining and ... Gaming Machines to Sports Betting and Digital. Leveraging a wealth of compelling content, substantial investment in innovation, player...must live in or near this territory.** The Retail Sales Rep I is responsible for driving sales more
    IGT (06/10/25)
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  • Key Account Sales Executive-Regional…

    Vanguard (Dallas, TX)
    …products through intermediaries, where we can scale our impact. The Key Accounts Sales Executive for the Bank Channel is responsible for cultivating and growing ... strategic partnerships with regional and community banks to drive sales of the company's financial products and services. This role requires a deep understanding of… more
    Vanguard (05/30/25)
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