- 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
- The Cigna Group (Plano, TX)
- …include detailed scenarios to test prior to delivery **Qualifications** + 5+ years Agile experience as a Product Manager / Experience Owner responsible for ... collaborate, and deliver business value in an iterative fashion + Experience in a healthcare client sales environment is preferred + Experience with Jira… more
- Atria Wealth Solutions (Fort Worth, TX)
- …(CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort ... as an organization over the years. 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
- 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
- SCI Shared Resources, LLC (Grand Prairie, TX)
- …possibilities of joining a Great Place to Work! The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance ... **JOB RESPONSIBILITIES** + Develop trusting relationships with prospective and existing client families in order to generate sales leads. Updating prospective … 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
- BlackBox (Dallas, TX)
- Senior Manager - Client Delivery. As the Delivery Director for Infrastructure and Structured Cabling, you will be responsible for overseeing the successful ... working with different General Contractors managing complex projects. + Proven experience in client delivery management, successfully managing complex projects,… 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
- Neuberger Berman (Dallas, TX)
- …Senior Wealth Advisor Team with over $2B in assets under management. The Client Associate enhances the client experience by assisting with the service, ... portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a...Series 7 and 66 licenses. + 3+ years of client service/support or related experience in 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 ... that enable wealth management advisors to understand how their client 's wealth is doing and how they can achieve...and drive advisor productivity. As a Product Manager on… 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
- Deloitte (Dallas, TX)
- …Strategy. The Technology Strategy & Business Transformation (TS&BT) team is hiring a Senior Manager to serve as a trusted advisor to our clients, working with ... stakeholder set. You will manage and deliver components of client engagements that identify, design, and implement technology solutions...within one or more industries + 2+ years of experience , either functioning as a Senior Manager … 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
- Bank of America (Fort Worth, TX)
- …School Diploma / GED / Secondary School or equivalent **Skills:** + Business Development + Client Experience Branding + Client Management + Client ... Business Banking Relationship Manager /Senior Relationship Manager - Fort Worth, TX Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a… 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