- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Client and Advisor Experience Manager in PNC Investments, you can be located in a ... and technology teams to deliver capabilities that improve the client and advisor 's digital experience ...has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected… more
- Black & Veatch (Fort Worth, TX)
- **Senior Program Manager and Technical Advisor - Dallas/Fort Worth, TX** Date: Nov 7, 2024 Location: Dallas, TX, US Fort Worth, TX, US Company: Black & Veatch ... Opportunity** **_Black & Veatch has an exciting opportunity for a Senior Program Manager and Technical Advisor position focused on water and wastewater projects… 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
- Capital One (Plano, TX)
- Plano 2 (31062), United States of America, Plano, Texas Risk Manager , Operational Risk Advisor Do you want to be part of an organization that's dedicated to ... serve as both an effective challenger and a trusted advisor , performing analysis on risk information to advance risk...Risk Management, Audit, or Finance - 4+ years in Client Consulting - 4+ years of experience … more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- …partner for assigned client accounts and is the client relationship manager and trusted technical advisor for Solomon services, studies, and products + ... In this role, the candidate will work as a client -facing advisor , an advisor to...benchmarking methodologies and studies that, when combined with industry experience , will develop a strong belief in the benefits… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- …for assigned client accounts and is the client relationship manager and trusted technical advisor for Solomon services, studies and products. Will ... Solutions Delivery team focused on Solomon's global advisory business. The Senior Advisor will be responsible for client engagement, project management,… more
- Charles Schwab (Westlake, TX)
- …as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience . SWA's advice philosophy will empower you to use a vast ... and transform the finance industry together. As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory...of employment) + Five or more years of advisory experience **Preferred** **Qualifications** **:** + Five or more years… more
- EFI Global (Fort Worth, TX)
- …anywhere. Click here to learn more about EFI Global. **Seeking a Project Manager to perform and evaluate Due Diligence Environmental Site Assessments (ESA) to ASTM ... personnel and subcontractors for completion of projects.** **This remote role requires client interaction, working in a variety of environments and a combination of… 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
- PNC (Frisco, TX)
- …Grows and retains an investment and insurance book of business. Owns the client experience , efficiently handling sales and service, identifying sales and/or ... to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in... loyalty and share of wallet through an exceptional client experience . Applies product and procedural knowledge… 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
- JPMorgan Chase (Plano, TX)
- …aspects Overall, this organization will span the traditional HR lifecycle, employee experience , and manager success strategy. **Job Responsibilities** + Provide ... technology to deliver industry-leading services. As an Ask JPMC Advisor , you will help establish and implement a global...and operating model to better understand and respond to manager and employee concerns. This includes partnership with the… 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 (Frisco, TX)
- Merrill Market Client Relationship Manager Frisco, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client … more
- Prototype IT (Lewisville, TX)
- JOB SUMMARY prototype:IT is seeking a Client Success Manager whose responsibilities include establishing long-term relationships between prototype:IT and its ... incremental sales and revenue growth from assigned accounts. The Client Success Manager liaises between customers and...experience and a proven, verifiable track record in client success, account management, or sales is essential +… 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
- 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
- Bank of America (Dallas, TX)
- … Manager . In addition to their primary functions, the Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager . ... client goals. **Position Overview:** The Private Wealth Supervision Manager (PWSM)positionreports to the Merrill Private Wealth Business Segment Supervision… more