Senior Regional Advisor & Sales Strategist
Westwood Holdings
A boutique asset management firm in Dallas is looking for a Senior Regional Advisor Consultant. This role involves promoting investment products through financial intermediaries, developing relationships, and mentoring junior team members. Applicants should have a Bachelor's degree in Business or Finance and extensive investment experience. The position offers a competitive salary and benefits, along with a collaborative work environment. This role allows for a significant impact in client relationships and investment strategies. #J-18808-Ljbffr Westwood Holdings
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Citibank (Switzerland) AG is looking for a Lending Advisor in Dallas, Texas, who will manage lending products and client relationships. The successful candidate will have over 10 years of experience in finance and lending, demonstrating strong analytical, marketing, and...Senior- ...also maintains offices in Chicago and Houston. ABOUT THE ROLE Senior Regional Advisor Consultant role is responsible for promoting and selling... ...Partner with several senior external wholesalers to drive the sale and retention of mutual funds and separately managed...SeniorTemporary workWork at officeImmediate startVisa sponsorshipFlexible hours
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$70k - $80k
...Senior Brand Strategist Irving, Texas, United States About Flywheel Flywheel's suite of digital commerce solutions accelerate growth across... ...to near real-time performance measurement and improve sales, share, and profit. With teams across the Americas, Europe and...SeniorWork at officeLocal areaImmediate startFlexible hours$45.76k
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