7 placement specialist jobs found in Houston

Description Duties and Responsibilities: Analyze, advise, manage and report on a portfolio of investment real estate assets within Huntington’s Private Bank policies and procedures. Identify, mitigate and escalate risks accordingly. Collaborate and serve as subject matter expert with other advisor teammates and clients. Acquire, maintain and liquidate real estate assets as determined by the account’s governing documents or when deemed prudent. Perform capital expenditure and routine maintenance projects. Responsible for lease management such as negotiation, tenant credit worthiness, tenant improvements, tenant relations and account receivables. Direct management and / or oversite of third-party vendors which include property management companies, appraisers, vendors and contractors. Collect, review and maintain asset documentation including deeds, leases, liens and others. Conduct on-site asset...

Description Summary:   The Commercial Relationship Sales & Service Manager Senior (CML RSS SR) is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS SR works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS SR applies advanced knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. The CML RSS SR provides leadership, guidance, and day to day management over activities performed by other service colleagues or partners. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and...

Description Job Description: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...

Description Summary:   The Commercial Relationship Sales & Service Manager Senior (CML RSS SR) is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS SR works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS SR applies advanced knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. The CML RSS SR provides leadership, guidance, and day to day management over activities performed by other service colleagues or partners. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and...

The Sales Enablement Specialist will work directly with a Partner-level Advisor to generate new sales opportunities, nurture existing client relationships and create customer-facing presentations. The ideal candidate will be a hardworking, task-oriented, project manager, flexible to changing business needs within an entrepreneurial environment. Under the general supervision of the Director of Sales, you will begin with an in-depth training program to gain technical knowledge of employee benefits insurance, effective selling techniques and learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions. PRIMARY RESPONSIBILITIES: Identify new leads that fit the target prospect profile Execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, social media. Create compelling content and execute drip campaigns to targeted companies that fit the firm’s “ideal client profile.” Help to...

Description Summary: The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is accountable for managing all phases of the onboarding lifecycle, from project initiation to completion, or integrating seamlessly into projects already underway to ensure strategic alignment and successful delivery. Success in this position requires exceptional time management, deep subject matter expertise in commercial banking treasury services, and a comprehensive understanding of both functional and technical implementation components. The ideal candidate will demonstrate mastery of project management methodologies, subject matter expertise of treasury management products, outstanding communication and documentation skills, and the ability to strategically schedule and sequence activities to...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional...