- Neuberger Berman (Dallas, TX)
- **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets ... regular or ad hoc basis + **Data Management** : Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce… more
- Unknown (Dallas, TX)
- … client outcomes. The VP will also be tasked with monitoring account performance, establishing key client relationships, and providing best practice ... candidate should be fluent in Microsoft Office tools and various solutioning tools. Hiring Manager Title SR VP of Client Experience Travel Percent Less than 10%… more
- Unknown (Dallas, TX)
- …technology (FinTech) organization Industry Financial Services Type Privately Held, Private Equity-backed Founded 2013 Employees 1001-5000 Categories Asset Management ... Banking Securities Brokerage Investing Specialties hnw fundraising platform alternative investments private equity and hedge funds private investor network … more
- Unknown (Dallas, TX)
- …& advertising agency Industry Marketing and Advertising Type Privately Held, Private Equity-backed Founded 2012 Employees 10,001+ Categories Marketing & Advertising ... identity and data to support a range of B2B use cases, including account -based marketing, sales and lead generation, CRM management, and data enrichment. The… more
- Neuberger Berman (Dallas, TX)
- …calls/video conferences + Prepare travel and expense reports + Support the client associate team with account maintenance tasks + Prepare subscription ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- HUB International (Dallas, TX)
- …employees committed to adding value to every client activity. **Job Summary:** The Private Client Account Manager works collaboratively with the ... and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier… more
- HUB International (Fort Worth, TX)
- … Account Management, with at least 3 years in the high-net-worth or Private Client segment. + Experience with high-net-worth insurance carriers such as Chubb, ... exercising independent judgment, autonomy, and decision-making. + Conduct annual account reviews and client meetings to assess...PURE, Private Client Select, Cincinnati, Berkley One, and… more
- Deloitte (Dallas, TX)
- Private Equity M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational ... major transformational projects or transactions creating lasting impact. Navigating today's private equity (PE) market with confidence takes more than good insights.… more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Deloitte (Dallas, TX)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more
- Bank of America (Dallas, TX)
- …operational units** **Skills:** **Attention to Detail** **Customer and Client Focus** **Oral Communications** **Prioritization** **Problem Solving** ** Account ... Transaction Mgmt. Operations Analyst - SS&CO Private Bank Settlement Support Dallas, Texas;Addison, Texas **To proceed with your application, you must be at least 18… more
- PNC (Dallas, TX)
- …to the company's success. As a Relationship Strategist III within PNC's Private Bank organization, you will be based in Dallas, TX. Responsibilities require ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment visas or participate… more
- PNC (Dallas, TX)
- …to the company's success. As a Banking Advisor III within the PNC Private Bank organization, you will be based in Dallas, TX. Responsibilities require time ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment visas or participate… more
- Abbott (Dallas, TX)
- …scientists. **The Opportunity** Abbott's Cardiometabolic sales team has an exciting opportunity for an Account Manager . The role will cover N. TX and ideally be ... work in a team environment with our Technical Consultants (TCs) and Enterprise Account Managers (EAMs). The AE will be expected to achieve sales objectives as… more
- Insight Global (Irving, TX)
- Job Description Insight Global is looking to hire a few HVAC Sales Account Managers across the Texas markets to work for a large client . In this role, you will ... satisfaction. - Positions renewable service agreements as the foundation of managed account relationships. - Performs the sales process to cultivate and manage… more
- USIC (Dallas, TX)
- …mitigate safety hazards for your crews and community. Position Summary The National Account Managers will ideally have a background in construction or a related ... and growing existing relationships. Blood Hound offers a comprehensive suite of private utility locating and subsurface utility engineering (SUE) services to its… more
- Qualtrics (Dallas, TX)
- …over 5,000 people across the globe who think that's work worth doing. **Enterprise Account Executive - Retail, Travel, & Hospitality** **Why We Have This Role** Our ... Enterprise Account Executive team is a group of highly driven...promotion process/auto promotion process + Career Action Planning with Manager + Qmobility **Things You'll Do** + Quarterback strategic… more
- Comerica (Dallas, TX)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and ... of handing new accounts to the Fiduciary Guidance organization as well as the account opening team to drive a seamless client experience from lead generation… more
- Grant Thornton (Dallas, TX)
- As a Fund Accounting Manager , you will be responsible for overseeing the full-cycle accounting and financial reporting for a portfolio of private funds, ensuring ... as the treasury function. Fund structures could include but not limited to hedge funds, private equity funds, private debt funds, and real estate funds. You will… more
- Deloitte (Dallas, TX)
- …you'll do Deloitte Cyber has an opening for a Cloud Security Architect ( Manager /Specialist Master). The cloud security architect plays an integral role in defining ... and assessing the client organization's cloud security strategy, architecture and practices. This...of Azure Cloud Cyber Risk projects in a project manager and or architect role, overseeing the activities of… more
