- Neuberger Berman (Dallas, TX)
- … needs and objectives Travel frequently to various domestic locations to attend client meetings and promote new business opportunities Facilitate and promote new ... NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients,… more
- The Cigna Group (Plano, TX)
- **Summary** The Client & Health Plan Trend Analytics Product organization within the Sales & Provider Analytics is entrusted with key business relationships and ... manage for our partners in the Data & Analytics Engineering organization. The Senior Business Product Owner (BPO) is customer focused and acts as a conduit between… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including ... presentation and sales skills that establish the WA as a trusted, client -focused, financial advisor with capabilities to serve affluent clients, including… more
- EFI Global (Dallas, TX)
- …levels as determined by manager.** **Promotes EFI Global capabilities to expand business opportunities with new and existing client companies assisting in ... testimony, into a recognized global leader in engineering failure analysis , origin-and-cause investigations, environmental consulting, laboratory testing and specialty… more
- Deloitte (Dallas, TX)
- …review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings. + Working within a team and supporting and ... Interested in taking your tax and business experience to a whole new level? Want...of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice.… more
- Deloitte (Dallas, TX)
- …code! Work you'll do As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax consulting and compliance services ... to a diverse client base in various industry sectors. You will work...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Deloitte (Dallas, TX)
- …identification of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically… more
- Neuberger Berman (Dallas, TX)
- …fees, etc. by utilizing various in-house portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a regular ... **Summary:** The Client Associate will provide comprehensive operational support to...provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management.… more
- Publicis Groupe (Irving, TX)
- …can help clients achieve their business goals. + **Reporting and Analysis :** Manage client reporting, analysis , and insights. Uncover actionable ... a crucial role in growing our current book of business by leveraging your expertise to identify, influence, present,...client satisfaction, growth, and trust, ultimately becoming the client 's trusted advisor . + **Why you might… more
- CBRE (Dallas, TX)
- …Requires in-depth knowledge of financial terms and principles. Reviews complex financial/ business analysis and reports prepared by subordinates. Ability to ... maximize performance of the company's platform in attracting new business development and growing market/ client share, as...for potential impact on operations and responds with necessary business changes as indicated. * Provides analysis ,… more
- PNC (Desoto, TX)
- …Making, Financial Analysis , Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...be successful in this position. **Preferred Skills** Book Of Business , Client Relations, Credit, Credit Products, Customer… more
- Bank of America (Fort Worth, TX)
- …Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Business Development + Client Experience Branding + Client Management ... Business Banking Relationship Manager/Senior Relationship Manager - Fort...responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Acosta Group (Dallas, TX)
- …effectively and efficiently in a matrix management environment. **RESPONSIBILITIES** + Strategic Advisor + Must be regarded by business leaders/managers as a ... **DESCRIPTION** The HRBP functions in a strategic business partner role to provide and facilitate HR...Human Resource practices. Provide thought leadership related to assigned client team and regularly update Senior Management while acting… more
- Deloitte (Fort Worth, TX)
- …matter experts and industry specialists provide services and solutions relevant to our client 's business . Our team will assist with global tax challenges and ... complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates....department to create greater impact and efficiency within our client 's organization. Our spectrum of business tax… more
- Deloitte (Fort Worth, TX)
- …needs and cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, ... industry specialists provide services and solutions relevant to our client 's business . Our team will assist with...years' experience in federal tax compliance, tax planning, tax analysis , and tax research + One of the following… more
- Citigroup (Irving, TX)
- …be willing to relocate to the area._ **Job Family Group:** Technology **Job Family:** Business Analysis / Client Services **Time Type:** Full time **Primary ... from requirements through implementation and provide input based on analysis of information + Consult with business ...implications of the application of technology to the current business environment + Act as advisor or… more
- Microsoft Corporation (Irving, TX)
- …the highest quality client service, and a desire to develop trusted advisor relationships with business clients. + Capability to work efficiently, meet ... marketing teams, government affairs and public relations. + Develop trusted advisor relationships with business clients and executives. **Qualifications**… more
- JPMorgan Chase (Plano, TX)
- …networks and centers of influence to independently identify and pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to ... strategic thinker, passionate about delivering solutions to clients, and have experience in business development within Payments. You have found the right team. As a… more
- Capital One (Dallas, TX)
- …clients. + In addition to being the primary point of contact and key financial advisor for the client , the Banker is also accountable for developing new ... - Dallas, United States of America, Dallas, Texas Senior Business Banker - DFW Do you have a passion...+ The roles responsibility includes managing and cross-selling a client portfolio comprised of treasury management and/or credit clients… more
- Bank of America (Dallas, TX)
- …and assists with training for team members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more