Digital Investment Associate Mindstream Media GroupDigital Investment AssociateDallas, TXFamiliarity with digital advertising platforms such as Google Ads, Microsoft Advertising, Meta Ads Manager, TikTok Ads Manager, Simpli.fi, TheTradeDesk, Amazon Ads, Walmart Connect, or similar platforms is a plus. Working closely with experienced team members, this person will gain exposure to the core functions of a Platform Manager role, including campaign setup, quality assurance, pacing, performance monitoring, reporting, and platform best practices.
Investment Services Regional Sales Manager Hancock Whitney CorpInvestment Services Regional Sales ManagerPreston Center - Dallas, TXSUPERVISORY RESPONSIBILITIES: Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems. Establish and maintain relationships with local bank associates including Bank management, Regional and Market Presidents, and other Line of Business Managers to gain support, backing, and cooperation in promoting HW's investment program and the Bank's referral program.
Financial Consultant Investments Home Bancshares, Inc.Financial Consultant InvestmentsDallas, TXWhile performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered.
Senior Vice President, Investment Officer Prologis IncSenior Vice President, Investment OfficerDallas, TX$243,000–$304,000 / yearKey responsibilities include: Partner with the Leasing and construction teams to drive deal flow by identifying new capital deployment opportunities (includes land acquisitions, speculative and build-to-suit developments, value-add redevelopments, portfolio and single asset acquisitions and M&A and entity investments). Demonstrated experience/successful track record sourcing, originating, acquiring, negotiating and closing commercial/industrial real estate transactions in the U.S. Proven ability to develop, cultivate and manage high quality relationships with owners, operators, high net-worth individuals and intermediaries in the industry.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dallas, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Dallas, TXDallas, TXAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Investment Operations Client Support Specialist Cain Watters & AssociatesInvestment Operations Client Support SpecialistFrisco, TexasOur compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating, implementing and maintaining all investment account openings, and service requests, while maintaining confidentiality of client information.
VP, Investment Officer - Data Centers (Central/East) Prologis IncVP, Investment Officer - Data Centers (Central/East)Dallas, TX$206,400–$283,800 / yearKey responsibilities include: Partner with local Investment Officers, Project Managers, Market Officers and Leasing teams to drive deal flow by directly identifying new capital deployment opportunities (includes green-field land acquisition and development, value-add redevelopments, portfolio and single asset acquisitions of data center and industrial buildings and support M&A and entity investments). Leverage existing professional relationships and develop new strategic contacts to generate business opportunities with potential real estate partners, private sellers, brokers, investment bankers, owners, developers, consultants and high net-worth individuals.
Investment Executive (Financial Advisor) Plano, TX Fifth Third BankInvestment Executive (Financial Advisor) Plano, TXDallas, TexasInvestment Executive (Financial Advisor) Plano, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Investment Executive (Financial Advisor) Garland, TX Fifth Third BankInvestment Executive (Financial Advisor) Garland, TXGarland, TexasInvestment Executive (Financial Advisor) Garland, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Investment Executive (Financial Advisor) Irving, TX Fifth Third BankInvestment Executive (Financial Advisor) Irving, TXDallas, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Fort Worth, TX Fifth Third BankInvestment Executive (Financial Advisor) Fort Worth, TXDallas, TexasInvestment Executive (Financial Advisor) Fort Worth, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Investment Executive (Financial Advisor) Richardson, TX Fifth Third BankInvestment Executive (Financial Advisor) Richardson, TXDallas, TexasInvestment Executive (Financial Advisor) Richardson, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Investment Executive (Financial Advisor) Grapevine, TX Fifth Third BankInvestment Executive (Financial Advisor) Grapevine, TXCoppell, TexasInvestment Executive (Financial Advisor) Grapevine, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Investment Executive (Financial Advisor) Dallas, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Dallas, TXDallas, TXConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
NewInvestments Associate Michael Page InternationalInvestments AssociateDallas, Texas$120,000–$130,000 / yearFull timeExperience within operationally driven real estate sectors is highly preferred, particularly senior living, hospitality, healthcare, student housing, manufactured housing, or other asset classes where operations drive investment performance. The Investments Associate will work closely with senior investment leadership and play a critical role in evaluating opportunities, monitoring asset performance, and driving value creation initiatives.
Managing Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.