Investment Banking Analyst Career Launch AIInvestment Banking AnalystDallas, TX$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board , which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Investment Banking Senior Analyst Career Launch AIInvestment Banking Senior AnalystDallas, TX$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board , which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Investment Banking - Mid-Cap Investment Banking - Analyst JPMorgan Chase & CoInvestment Banking - Mid-Cap Investment Banking - AnalystDallas, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Investment Banking - Mid-Cap Investment Banking - Analyst JPMorgan Chase Bank, N.A.Investment Banking - Mid-Cap Investment Banking - AnalystDallas, TXFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Investment Banking Associate - Energy: Exploration & Production Stephens IncInvestment Banking Associate - Energy: Exploration & ProductionDallas, TXWith offices in strategic locations across the U.S. and in Europe, we provide objective advice and precise execution on the full array of investment banking services: Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as recapitalizations. Associates leverage their knowledge and experience to work with and mentor analysts, continually develop their expertise within Exploration & Production, and deliver top quality work products to the team and clients.
Private Bank Investment Advisor Texas Capital Bancshares IncPrivate Bank Investment AdvisorDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Private Bank Investment Advisor Texas Capital BankPrivate Bank Investment AdvisorDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. .
Mortgage Banker Morgan StanleyMortgage BankerDallas, TX$110,000–$190,000 / yearJob Description/Position Responsibilities: Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written, in order to: Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients (i.e., high loan amounts and complex income, asset, and vesting scenarios) and the appropriate/available products and pricing to meet the clients' needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Investment Executive (Financial Advisor) Fort Worth, TX Fifth Third BancorpInvestment Executive (Financial Advisor) Fort Worth, TXFort Worth, 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) 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.
Business Banker II Cullen/Frost Bankers IncBusiness Banker IIBurleson, TXWho you are: As a Business Banker II, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services.
NewPersonal Banker I Cullen/Frost Bankers IncPersonal Banker IMcKinney, TXThey're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies.
Personal Banker II Cullen/Frost Bankers IncPersonal Banker IIDallas, TXUse all opportunities to meet assigned sales goals for deposit and loan products by discussing personal financial needs with customers and present product and service solutions to our customers in which Frost can best serve their needs. They're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello.
Personal Banker I - Floater Cullen/Frost Bankers IncPersonal Banker I - FloaterArlington, TXThey're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies.
Commercial Real Estate Banker III Truist Financial CorpCommercial Real Estate Banker IIIDallas, TXGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Banker is the primary point of contact, responsible for maintaining and growing existing client relationships as well as developing new primary relationships in order to deliver revenue growth for the line of business.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Executive DirectorDallas, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentDallas, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
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 Bank UBS Group AGInvestment BankDallas, TXOur team covers financial advisors and their client relationships across the Americas region to source, evaluate and execute Investment Banking opportunities from Wealth Management relationships, driving increased Firm revenue through M&A Advisory, Equity & Debt capital raising and other Corporate Finance transactions. The Unified Global Banking (UGB) - Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking.
Investment Banking Vice President | Healthcare Services Houlihan Lokey Europe GmbHInvestment Banking Vice President | Healthcare ServicesTXWith more than 100 investment bankers globally, Houlihan Lokey's Healthcare Group is among the largest dedicated healthcare investment banking groups in the U.S. The Healthcare Group is seeking to complement its team of professionals with a Vice President who will be immediately additive to the group. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Clearing & Custody Wealth Management Banker Royal Bank of CanadaClearing & Custody Wealth Management BankerTX$120,000–$200,000 / yearThis role is critical to driving the adoption and expansion of our financial products and services amongst Broker-Dealers (BDs) and Registered Investment Advisors (RIAs), helping them better serve their Financial Advisors and clients with innovative lending and banking solutions. The expected salary range for this particular position is $120,000-$200,000, (New York), $99,000-$176,000, (Los Angeles, Chicago), $90,000-$160,000, (Denver, Dallas, Miami) depending on your experience, skills, and registration status, market conditions and business needs.
Senior Consumer Relationship Banker (Windsong Ranch Branch) Regions Financial CorpSenior Consumer Relationship Banker (Windsong Ranch Branch)Frisco, TXJob Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
Compliance Officer, Broker-Dealer Investment Banking Texas Capital Bancshares IncCompliance Officer, Broker-Dealer Investment BankingDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Exercise independent authority to approve or reject compliance exceptions; determine escalation thresholds; initiate investigations; and enforce compliance policies consistently and fairly across all business lines and personnel levels, including senior management.
NewProduct Marketing Lead - Corporate & Investment Bank Texas Capital Bancshares IncProduct Marketing Lead - Corporate & Investment BankDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Corporate & Investment Banking (CIB) Product Marketing Lead supports the development and execution of marketing initiatives across the Institutional Services, Capital Markets, Corporate Banking, and Equities businesses, helping drive awareness, engagement, and growth across the full Corporate & Investment Banking platform.
Compliance Officer, Broker-Dealer Investment Banking Texas Capital BankCompliance Officer, Broker-Dealer Investment BankingDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Exercise independent authority to approve or reject compliance exceptions; determine escalation thresholds; initiate investigations; and enforce compliance policies consistently and fairly across all business lines and personnel levels, including senior management.
NewProduct Marketing Lead - Corporate & Investment Bank Texas Capital BankProduct Marketing Lead - Corporate & Investment BankDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. The Corporate & Investment Banking (CIB) Product Marketing Lead supports the development and execution of marketing initiatives across the Institutional Services, Capital Markets, Corporate Banking, and Equities businesses, helping drive awareness, engagement, and growth across the full Corporate & Investment Banking platform.
NewInvestment Bank Associate Texas Capital BankInvestment Bank AssociateDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. .
NewInvestment Bank Associate Texas Capital Bancshares IncInvestment Bank AssociateDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
U.S. Private Bank - Program Analyst Banker JPMorgan Chase Bank, N.A.U.S. Private Bank - Program Analyst BankerFort Worth, TXFull timeAs a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Personal Banker BOK Financial CorpPersonal BankerCoppell, TXThis level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program-a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateDallas, TXAssist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Bilingual Personal Banker I BOK Financial CorpBilingual Personal Banker IDallas, TXThis level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program-a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.
Personal Banker I BOK Financial CorpPersonal Banker IDallas, TXJoin us as a Bilingual Personal Banker and kickstart your career with our industry-leading Banking Navigator program-a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel. This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 3+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.
NewPersonal Banker II BOK Financial CorpPersonal Banker IIFort Worth, TXThis level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program-a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.
U.S. Private Bank - Fund Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Fund Banker - Executive DirectorDallas, TXAs a National Client Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage markets. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Investment Banking Director OR Managing Director, Engineered Products KeyCorpInvestment Banking Director OR Managing Director, Engineered ProductsDallas, TXRemote$213,000–$445,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.
Premier Private Banker V - Dallas, TX South State BankPremier Private Banker V - Dallas, TXDallas, TXConsults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.
Senior Private Wealth Banker BOK Financial CorpSenior Private Wealth BankerDallas, TXYou will negotiate loan proposals with customers; analyze and evaluate credit request and underwrite loan commitments, coordinate with the Private Wealth Underwriting group; recommend appropriate credit grade; make oral presentation to loan committee; implement approval or declination action. You will monitor and manage existing credit relationships in coordination with the, Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.
Commercial Banker - Startup Banking - Vice President JPMorgan Chase & CoCommercial Banker - Startup Banking - Vice PresidentPlano, TXAs a Commercial Banker on the Startup Banking team focusing on Portfolio Management (PM), you will be responsible for growing, providing banking services and retaining profitable relationships within Commercial & Specialized Industries (C&SI) specializing in Innovation Economy, Startup Banking. Job Responsibilities: Demonstrate the ability to manage a client portfolio, provide banking services, and build a brand within your market that represents Startup Banking as the "Leading Innovation Economy bank serving the best and most diverse clients".
Business Banker BOK Financial CorpBusiness BankerDallas, TXThis level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or relation field of study and 5-7 years of directly related experience in Small Business Banking Sales or outside consultative business to business sales experience, or 10-12 years of work related experience or equivalent combination of education and experience. You will collaborate closely with internal partners across commercial banking, treasury, private wealth, mortgage and retail teams to deliver comprehensive solutions while maintaining a disciplined approach to risk, credit quality, and operational execution.
Commercial Banker- Emerging Middle Market- Vice President JPMorgan Chase & CoCommercial Banker- Emerging Middle Market- Vice PresidentPlano, TXJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - AssociateDallas, TXFull timeAssist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Private Banker - First Vice President Morgan StanleyPrivate Banker - First Vice PresidentDallas, TXStrong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
U.S. Private Bank - Private Banker - Managing Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Managing DirectorDallas, TXFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Executive DirectorDallas, TXFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice President or Executive DirectorFort Worth, TXFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
AI/ML Engineer, Global Banking & Markets, Investment Banking The Goldman Sachs Group IncAI/ML Engineer, Global Banking & Markets, Investment BankingDallas, TXJoin our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
U.S. Private Bank - Investment Specialist - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - AssociateFort Worth, TXAs an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Investment Counselor Team Lead - Central Region Citigroup IncInvestment Counselor Team Lead - Central RegionDallas, TX$250,000–$500,000 / yearIn accordance with goals set by the Private Bank Regional Head and the Private Bank Global Head of Investments, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets. Works effectively across the region, in close partnership with the senior leadership team for Investments, the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver to them the best of the Citi platform to clients.
Wealth - Investment Counselor Team Lead - Director Citigroup IncWealth - Investment Counselor Team Lead - DirectorDallas, TX$170,000–$300,000 / yearThey will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas.