• Client Relationship Manager

    Charles Schwab (Westlake, TX)
    …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Manager , (CRM), you play an essential and impactful ... customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager... client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include… more
    Charles Schwab (12/25/24)
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  • Merrill Private Wealth Supervision Manager

    Bank of America (Dallas, TX)
    …the Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager . The Private Wealth Supervision Manager ... on the needs of Ultra High Net Worth Families. These managers are client centric leaders in the organization. They are key partners with clients and Private… more
    Bank of America (10/15/24)
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  • Internal Audit Manager (VP) - Wealth…

    Citigroup (Irving, TX)
    …value proposition continuum includes products and services across the different client segments, from affluent to ultra -high-net worth through Citigold/Citigold ... The Audit Manager is an intermediate level role responsible for...+ Effective project management skills + Effective influencing and relationship management skills + Demonstrated ability to remain unbiased… more
    Citigroup (11/05/24)
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