- Bank of America (Dallas, TX)
- …+ 5+ years sales experience + Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth ... investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance is informed by our Chief Investment… more
- Citigroup (San Antonio, TX)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Personal Wealth Management (CPWM) provides banking ... Responsible for executing specific client contact campaigns as defined by Sales Management/Segments. + Responsible for proactively contacting clients to identify… 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
- House of Blues (Dallas, TX)
- …seller cash drawers + Assist Manager on reconciliation & accounting of all ticket sales for each ticketed event and daily Box Office Sales . + Assist ... team, from Ticketing and Venue Operations to Marketing and Sales we foster a fun and upbeat work culture...department + Facilitate open communication with the Box Office Manager , staff and all other venue departments + Exhibit… more
- Truist (Bryan, TX)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,...new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited… more
- Norstella (Austin, TX)
- …software and insight to help them make better decisions. Reporting into the Sales Director, the successful Global Accounts Director will be responsible for growing ... and business-focused Global Accounts Director with documented success in exceeding sales targets and networking throughout their targeted clients. The ideal… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development ... investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager...and Background + Two (Three) or more years of sales experience in the financial services industry, preferably in… more
- HUB International (Dallas, TX)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 ... to close sale. + Provide or coordinate client service with Account Manager (s) as needed. + Communicate case status with Producer, Marketing Assistant(s), Account… more
- S&P Global (Dallas, TX)
- …Revenue organization to deliver differentiated customer experience. This group supports our sales teams and business units by overseeing customer success, sales ... satisfaction by providing high-quality proposals and relevant information during pre- and post- sales stages. We serve a diverse range of clients across various… more