- First National Bank of Omaha (Frisco, TX)
- …Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve. Join us, and benefit from the exceptional support available to our ... Packages **About This Role:** **Key Responsibilities:** + **Business Development:** Implement sales strategies and action plans to build networks and third-party… more
- First Horizon Bank (Houston, TX)
- …deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. ... performs moderately complex to complex tasks. **ESSENTIAL DUTIES AND RESPONSIBILITIES** ** Sales and Business Development** + Proactive Sales Engagement: Engage… more
- JPMorgan Chase (Dallas, TX)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
- Bank of America (Austin, TX)
- …client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a ... seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits * Proactive identification of… more
- Bank of America (Houston, TX)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- WTW (Dallas, TX)
- …carriers, outside service vendors and intermediaries; provides production leadership and sales management; is responsible for a team of over 140+ colleagues, ... recruitment and retention of talent, including producers and other sales professionals. + Manage controllable expenses within targets to...expertise in the HC&LS Industry Vertical and uses our wealth of data to create and differentiate WTW through… more
- First Horizon Bank (Houston, TX)
- …the capabilities of retail banking data platforms in the Marketing and Sales Enablement space. This candidate possesses a demonstrated knowledge of industry leading ... and tools related to banking core systems, CDPs, marketing automation, digital, sales and service, CX, CRM, and personalization. The candidate can effectively… more
- Citigroup (Houston, TX)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships with existing… more
- American Heart Association (Dallas, TX)
- …This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and potential individual donors, to ... + Proven success in engaging with professional estate planning and wealth advisors. + Demonstrated skills in relationship building and stewardship, conducting… more
- First National Bank of Omaha (Plano, TX)
- …Bluffs, Iowa Plano, Texas **About This Role:** + Business Development: Implement sales strategies and action plans to build networks and third-party referrals, ... with clients to assess needs, goals, and risk tolerance. + Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to… more