- The Hartford (Frisco, TX)
- Client Advisor Priority Business - SA08DE...services. + Project support as directed by the assigned Manager Customer Experience (MCE). + Attends and ... Minimum 2 years of Disability and Life Group Benefit experience is preferred. + Strong knowledge of Group Insurance...Insurance License prior to being assigned BOB and maintain Client Advisor Role. Additional information: The Hartford… more
- Neuberger Berman (Dallas, TX)
- …NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients, ... drive utilization and education of those solutions and satisfy client needs and objectives Travel frequently to various domestic...Candidate must have 10 + years of capital markets experience in either a sales, investment, or investor relations… more
- Vanguard (Dallas, TX)
- …up for investors across the world. What it takes: + Minimum of five+ years advisory experience in a client facing role + Extensive client service ... that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will help our...experience ; managing an ongoing book of business + Client Relationship Management mastery + Be a positive, resilient… more
- Atria Wealth Solutions (Plano, TX)
- …(CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... member until the account is closed. As a Financial Advisor your responsibilities include, but are not limited to,...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
- PNC (Dallas, TX)
- …advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ... an opportunity to contribute to the company's success. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will be based in… more
- Nuveen Investments (Frisco, TX)
- …securities industry, working for an investment adviser or broker-dealer, and prior experience supporting client services and CRM systems preferred. + ... This role provides Compliance support to Nuveen Global Client Services, with back to the eMonitoring team. **Key Responsibilities and Duties** + Execute oversight… more
- EFI Global (Dallas, TX)
- …more about EFI Global. **Seeking an experienced Large Complex Loss Project Manager with extensive background in forensics, insurance loss, disaster or catastrophic ... work and travel the West Region, provide mentorship and business growth.** ** Experience required in Large Loss Restoration, including Fire, Water, Smoke, etc..** **… more
- Bank of America (Plano, TX)
- Client Quantitative Analytics Manager Charlotte, North Carolina;Plano, Texas; Boston, Massachusetts; Chicago, Illinois; Kennesaw, Georgia; Phoenix, Arizona **Job ... of financial crimes business problems, including AML, Sanctions, and Fraud. The Client Quantitative Analytics Manager contributes to the strategic direction and… more
- RE Tech Advisors LLC (Dallas, TX)
- …Sustainability Programs Director/Senior Manager , Account Manager and Strategic Advisor , as needed, to ensure overall client satisfaction. + Successfully ... seeking a highly motivated, experienced, and passionate Sustainability Programs Manager to support our commercial real estate client...** + At least five years of directly relevant experience , one year of which in a manager… more
- Truist (Dallas, TX)
- … experience , which should include experience as an investment advisor , portfolio manager , or other investment-related activities with a focus on ... **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth...advice for HNW clients. 4. Actively assist in the client onboarding experience and develop the Investment… more
- Moss Adams LLP (Dallas, TX)
- **Regional HR Senior Manager ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, ... challenges. **Introduction to the team** The Regional HR Senior Manager plays a key role in our people efforts....makes data-driven decisions, and serves as a trusted business advisor . Individuals who thrive at Moss Adams exhibit the… more
- JPMorgan Chase (Plano, TX)
- …of products and solutions. Our strategy is to create solutions that deepen client and advisor engagement, increase scale and profitability, attract new clients ... with creating a fully integrated, elegant and seamless end-to-end experience for clients and advisors across the Aspiring Affluent,...and drive advisor productivity. As a Product Manager on… more
- BMO Financial Group (Dallas, TX)
- …and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. + ... We are seeking a Director-level Senior Relationship manager in our Diversified Industries Group primarily covering...covering the Dallas Metro market. The ideal candidate has experience calling on companies in middle market generating $50MM… more
- ABM Industries (Dallas, TX)
- **Overview** **National Account Manager - Strategic Accounts** **ABM** (NYSE: ABM) is a leading provider of facility solutions with revenues of approximately $7.2 ... Solutions Team_ is searching for an experienced National Account Manager to lead Business Development to focus on a...collection of ABM's key strategic accounts within our targeted client channels. This role will represent the entire portfolio… more
- Raymond James Financial, Inc. (Dallas, TX)
- …efficiencies and address the competitive landscape. * Lead delivery of the client experience by managing administrative procedures as well as directing ... limited supervision, manages the overall growth of the Branch or Financial Advisor 's practice. Uses extensive knowledge and skills obtained through education and … more
- Deloitte (Dallas, TX)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to...SAP Offering in a variety of ways, including: + Client Service: Advise clients on leading practices and technology/industry… more
- Deloitte (Dallas, TX)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to...SAP Offering in a variety of ways, including: + Client Service: Advise clients on leading practices and technology/industry… more
- Deloitte (Dallas, TX)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to... Experience leading pre-sales, proposal, and RFPs + Experience managing senior-level client relationships + Understanding… more
- Deloitte (Dallas, TX)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to... Experience leading pre-sales, proposal, and RFPs + Experience managing senior-level client relationships + … more
- Deloitte (Dallas, TX)
- …Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and ... the business to solve their toughest problems. As a Manager in the SAP Offering, you will contribute to... Experience leading pre-sales, proposal, and RFPs + Experience managing senior-level client relationships. + Greenfield… more