- 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
- Morgan Stanley (Houston, TX)
- …Tailored Lending . Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance ... skills . Ability to multi-task; meet deadlines and manage Financial Advisor and client expectations . Good collaboration skills in a team-oriented environment .… more
- Concentrix (Austin, TX)
- …, or integration of purchased solutions or a combination of the available alternatives . + Researches and evaluates alternative solutions and recommends the most ... Job Title: Application Development Senior Advisor Job Description We're Concentrix. A new breed of tech company - Human-centered. Tech-powered. Intelligence-fueled.… more
- Kestra Financial (Cypress, TX)
- …financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor . Requirements Essential ... firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person.... of a large book of business, including managing client needs regarding service, asset allocation, case design, and… more
- Morgan Stanley (Austin, 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
- Comerica (Houston, TX)
- …to assess client needs, biases and objectives. * Assess opportunities and determine alternatives and solutions to meet client needs. * Obtain client ... Senior Wealth Advisor As a Senior Wealth Advisor ...part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit,… more
- Comerica (Houston, TX)
- …to assess client needs, biases and objectives. * Assess opportunities and determine alternatives and solutions to meet client needs. * Obtain client ... Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor...business and being accountable for the success of the client relationship. What we can offer you * Comerica… more
- Raymond James Financial, Inc. (Frisco, TX)
- …setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting and tracking of ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...order from clients at the direction of the Financial Advisor . * Receives unsolicited orders from the clients; may… more
- Indorama Ventures (Houston, TX)
- …Description** : Indorama Ventures- Indovinya is looking for a Senior Customer Service Advisor to join our team in The Woodlands, TX. The Senior Customer Service ... Advisor is responsible for delivering exceptional service and support...coordinate nonconformance customer complaints to provide appropriate solutions and alternatives within the time limits and follow up to… more
- Bank of America (Southlake, TX)
- Business Solutions Advisor - Northwest Gateway Plaza Southlake, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- CommonSpirit Health (Houston, TX)
- …states will be considered for future openings.** As the Utilization Management Physician Advisor II, the Physician Advisor (PA) conducts clinical case reviews ... party payers to discuss the needs of patients and alternative levels of care. The PA acts as a...documentation importance + Assist in communications of internal physician advisor services in the hospital newsletters and other communication… more
- Charles Schwab (Westlake, TX)
- …tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co. Inc. As a Senior ... Manager, Alternative Investment Consultant (AIC), you play a critical role...**Required Qualifications:** + Minimum of 7 years of a client facing position within Financial Services + Bachelor's Degree… more
- International Shoppes, LLC (Houston, TX)
- …to have you on board! International Shoppes is hiring! The Beauty Advisor will be responsible for selling specific merchandise and providing exceptional customer ... available + Paid time off and vacations + Great work environment Beauty Advisor Responsibilities: + Greet clients and engage them to ascertain their needs and/or… more
- AECOM (Houston, TX)
- …us. **Job Description** AECOM is actively seeking a highly motivated **Senior Technical Advisor - Bridges / Design Engineer VIII** for employment in the **Houston, ... not limited to the following: + Senior technical resource may serve as technical advisor for AECOM's Gulf Structures Division and the West Region Structures Team. +… more
- JPMorgan Chase (Plano, TX)
- …of travel while taking your career to new heights! As a Servicing Travel Advisor III within Chase Travel (CTJ), you will be confident, observant, responsible, and ... holding a high regard for accuracy + Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge… more
- Nuveen Investments (Dallas, TX)
- This role provides Compliance support to Nuveen Global Client Services, with back to the eMonitoring team. **Key Responsibilities and Duties** + Execute oversight ... framework for Nuveen Global Client Services activities including (but not limited to): +...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and… more
- Bank of America (Houston, 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
- Cherry Bekaert (Sugar Land, TX)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning… 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