- Neuberger Berman (Dallas, TX)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- Bank of America (Frisco, TX)
- …marketing, product origination, risk, legal and compliance partners to enhance the overall client and Advisor experience. * Staying current on trends impacting ... to make a difference. Join us! **Job Description:** The Alternative Investment Specialist will provide support and guidance to...order to drive utilization of those solutions and satisfy client needs and objectives. Bank of America Merrill Lynch… more
- JPMorgan Chase (Fort Worth, TX)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team... Alternatives documents, including, submission, monitoring and working with clients… more
- Morgan Stanley (Dallas, TX)
- …. Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives . Partner with the ... presentation skills . Ability to meet deadlines and manage Financial Advisor and client expectations . Good collaboration skills in a team-oriented environment… more
- Bank of America (Dallas, TX)
- …meet their needs. In addition to being the primary bank advocate and key financial advisor for the client , the SRM is accountable for prospecting new business ... **_'_** s and CFO's regarding the Energy industry and alternative capital structures. The SRM will then assess the...then assess the risks and impacts from both the client 's and the bank's perspective for development and implementation… more
- Kestra Financial (Fort Worth, TX)
- …the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and ... building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and... of a large book of business including managing client needs regarding service, asset allocation, case design and… more
- Stantec (Plano, TX)
- …for projects in various phases from project identification, pursuits and client development, conceptual planning including alternative delivery models, and ... In addition, this role will interact closely with Stantec's Alternative Project Delivery (APD) program leaders on transportation infrastructure...will play a pivotal role in expanding our existing client and project base and in efforts to position… more
- Bank of America (Dallas, TX)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Bank of America (Frisco, TX)
- …a variety of complex clients and prospects regarding topics such as the client /prospect industry, alternative capital structures and general business issues * ... the role include serving as the primary point of contact / trusted advisor and acquiring, deepening and maintaining profitable relationships. This role is also… more
- Deloitte (Dallas, TX)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Dallas, TX)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (Dallas, TX)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- Bank of America (Dallas, TX)
- …revenues of $50 million to $2 billion. You'll serve as a trusted advisor by offering industry leading expertise around global liquidity management, payables and ... receivables optimization, alternative and emerging payments, foreign exchange, working capital, and...Finance, and Controllers + Creating a modern and seamless client experience via on-site and virtual meetings, industry conferences,… more
- Deloitte (Dallas, TX)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more
- Deloitte (Dallas, TX)
- …group. Tax Seniors build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new ... every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies,… more
- Deloitte (Dallas, TX)
- …projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax ... companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. Qualifications Required: + Ability… more
- Black & Veatch (Dallas, TX)
- …to align with megatrends associated with water scarcity, limited resources, alternative fuels, and energy sustainability. Our industry leading solutions modernize ... business solutions **Key Responsibilities** + Staying current on industry trends and client needs to inform growth strategies + Supporting the development and… more
- Bank of America (Plano, TX)
- …responsibilities include defining the target operating environment, designing for client resiliency, assisting with solution design, and defining non-functional ... usability, and reliability) + Serves as an internal senior trusted advisor providing security consulting services across multiple project teams, to provide… more
- Citigroup (Irving, TX)
- …development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of ... standards and processes. + Act as a liaison between client facing service teams, interfacing internal technology groups and...while adhering to Service Level Agreements. + Acts as advisor or coach to new or lower-level analysts. +… more
- ServiceNow, Inc. (Addison, TX)
- …to improve product adoption and increased footprint + Ensure any escalated client issues are resolved quickly, using resources from across the company ecosystem ... and maintain strong relationships with customers, becoming a trusted advisor and advocate for their needs. **To be successful...or use this online application process and need an alternative method for applying, you may contact us at… more