LMO - Enterprise Relationship Specialist- Austin
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-07-04
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Banking & Finance, Financial Advisor / Consultant
Job Description & How to Apply Below
Job Description
This job is responsible for facilitating, managing, and originating client/prospect opportunities across a Line of Business (LOB), connecting the Global Commercial Bank, Investment Bank, and Global Wealth Management teams to deliver the full suite of enterprise products and services. Key responsibilities include having an extensive knowledge and understanding of these LOBs and their offerings to cultivate relationships and build target strategies to grow market share.
Responsibilities- Maintains a deep understanding and knowledge of the products and offerings for Commercial Banking, Investment Banking, and Wealth Management Line of Business (LOB) platforms
- Develops and executes sales strategies, pipeline routines, and reporting for specific LOBs and presents results and the local market’s scorecard to senior leadership
- Oversees the referral process and systems related to the Commercial, Investment Banking, and Wealth Management LOBs
- Manages client interactions, represents the bank, and recommends the best course of action for clients while abiding to all regulatory requirements
- Cultivates internal and external relationships with leadership, advisors, relationship managers, and clients/prospects
- Client Management
- Executive Presence
- Negotiation
- Referral Identification
- Referral Management
- Customer and Client Focus
- Influence
- Presentation Skills
- Strategic Thinking
- Strategy Planning and Development
- Advisory
- Collaboration
- Pipeline Management
- Policies, Procedures, and Guidelines Management
- Relationship Building
- 10+ years experience in banking, finance or wealth management
- Holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Or must be obtained within 120 days.
- Bachelor’s degree
High School Diploma / GED / Secondary School or equivalent
Shift1st shift (United States of America)
Hours Per Week40
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×