- An assigned roster of high-net-worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service
- An advanced finance and capital markets education through their training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage.
- Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You're free to take off your "many hats" and become an expert in client relationship management and education.
- Ongoing career development, empowering you to discover your own career path.
- Opportunities for advancement driven by performance and attitude.
- Competitive compensation that aligns your interest with the client's, instead of working against each other.
- 100% coverage of premiums for health, vision and dental insurance
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO\, plus 9 paid holidays
- 8 week paid Primary Caregiver Parental Leave
- And much, much more
- California employees accrue up to 17 days of PTO and 3 days of sick time per year.
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Relationship Manager V
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Capital One Dallas, United StatesPlaza Of Americas , United States of America, Dallas, TexasRelationship Manager V - MMBAs a global leader in financial services, we believe in building first rate relationships, achieving quality results and working with integrity. Teamwork is at the heart of everything we do. Th ...
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Relationship Manager
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Business Relationship Manager
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Client Relationship Manager
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Relationship Manager III
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Frost Bank Dallas, United StatesCurrent Frost employees must apply using the Careers application in Workday (not through this site) · Job Description · It's about names, not numbers. · Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your com ...
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Commercial Relationship Manager
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Business Relationship Manager
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Associate Relationship Manager
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THIRD COAST BANK Dallas, United StatesJob Description · Job DescriptionAbout Us: · Established in March of 2008, Third Coast Bank is a publicly traded commercial bank, building a middle market focused corporate banking platform to seek sound growth and to increase long term shareholder value. TCB is seeking qualified ...
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Relationship Manager III
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PNC Dallas, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
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Client Relationship Manager
4 days ago
Enable Resource Group Dallas, United StatesMUST LIVE IN THE DALLAS/FT. WORTH, TX AREA. · Enable Resource Group is a privately held company that provides technology services primarily to churches and service-related nonprofit organizations. We have grown our business over the past twenty two years by providing sound techn ...
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Business Relationship Manager
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ClifyX Dallas, United StatesBusiness Relationship Manager - Dallas, TX - FTE - TCS · 1. Planning of sales strategies and business growth, the positioning in contrast to the competitors and the demonstration of the Banking & Financial business2. Drive infrastructure service offerings and capabilities into s ...
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Relationship Manager Senior
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BOK Financial Dallas, TX, United StatesCommercial Banking; Business Development; Sales · Application Deadline: 05/01/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. ...
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Client Relationship Manager
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Enable Resource Group LLC Dallas, United StatesJob Description · Job Description*MUST LIVE IN THE DALLAS/FORT WORTH AREA.* · Enable Resource Group is a privately held company that provides technology services primarily to churches and service-related nonprofit organizations. We have grown our business over the past twenty two ...
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Commercial Relationship Manager
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Sunflower Bank, N.A. Dallas, United StatesSunflower Bank, N.A. · is looking to fill the full-time position of Commercial Relationship Manager in Dallas, TX. This is the ideal possibility for you if you seek the freedom to develop new and existing customer relationships, and also be an important member of the team respon ...
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Relationship Manager II
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Avantax Wealth Management Dallas, United StatesWe love finance, software, and (believe it or not), taxes - that's why we love what we do At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable i ...
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Relationship Manager V
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Capital One Dallas, United StatesPlaza Of Americas , United States of America, Dallas, Texas · Relationship Manager V - MMB · As a global leader in financial services, we believe in building first rate relationships, achieving quality results and working with integrity. Teamwork is at the heart of everything we ...
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Sr. Relationship Manager
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The Symicor Group Dallas, United StatesThe Position · Our bank client is seeking to fill a Sr. Relationship Manager role in the Dallas, TX area. The successful candidate will engage in business development activities and solicitation of new business. · The position includes a generous salary of up to $140K plus bonu ...
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Relationship Manager III
3 weeks ago
BOK Financial Dallas, TX, United StatesCommercial Banking; Business Development; Relationship Management; Sales · Application Deadline: 05/01/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Inv ...
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Commercial Relationship Manager
1 week ago
UMB Financial Corporation Dallas, United StatesCommercial Relationship Manager - Dallas page is loaded · Commercial Relationship Manager - Dallas · Apply · remote type · Hybrid · locations · TX - Plano North Dallas Pkwy · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R-5392 · Are yo ...
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Relationship Manager IV
2 weeks ago
BOK Financial Dallas, United StatesReq ID: 74229 · Areas of Interest: Commercial Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · Recruiter: Tayler Anette Bair · Hiring Manager: Megan Gilliam Douat · Job Grade: 06 · At BOK Financial, our employees are our most impo ...
UK Relationship Manager - Dallas, United States - CNI Consulting Inc.
Description
Job Description
*The Opportunity:
Be the voice of our client from our client's office in Dallas, Texas to our high-net-worth clients in Europe.
You will spend your time educating each client on investment philosophy, explaining why certain decisions were made for their particular portfolio, and helping them understand events in the market-all to help each client stay on track to achieve their long-term goals.
You will provide a valuable service, building relationships based on trust and the expertise that our client offers. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your "many hats" as a Financial Advisor and become an expert in service and education.The Day-to-Day:
When you come to work for us as a Relationship Manager, our client will provide you with an arsenal of support, including:
You're meant for this role if you have finance experience and a thorough understanding of the investment industry.
You will succeed if you have a desire to develop longstanding relationships as opposed to selling products or trading accounts.
You will thrive if you have a tremendous desire to explore new opportunities and challenges-and along the way, seek to help us in our quest to better the investment universe.
Finally, you will excel if you continuously strive to put your clients first.*Why Our Client:
Our client is a different kind of investment firm.
They don't come from Wall Street, nor do they believe they fit in with most of the finance industry, and they're proud of that.
They work for a bigger purpose:
bettering the investment universe. From unmatched service to innovative perspectives on investing, it's the people that make our clients purpose possible. After all, it's our client's people that enable them to offer the level of service that they do.
And they invest in them accordingly, offering exceptional benefits like:
This emphasis on personal and professional growth has yielded an award-winning work environment; they're a Great Place to Work Certified, and The Oregonian named us as a Top Workplace.
But in the end, it's not the perks that keep people at our client.They stay because they believe in their mission of service-their employees want to make a difference in an industry that can do better.
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER