LMO - Enterprise Relationship Specialist- Dallas
About The Position
This role facilitates, manages, and originates client and prospect opportunities across a Line of Business (LOB), connecting Global Commercial Bank, Investment Bank, and Global Wealth Management teams to deliver the full suite of enterprise products and services. The specialist uses extensive knowledge of these LOBs and their offerings to cultivate relationships and develop target strategies that grow market share. This is a client-facing position requiring in-person visibility in the Dallas market and strategic engagement with employees, clients, and communities. The role manages client interactions, represents the bank, and recommends appropriate courses of action while complying with regulatory requirements.
Requirements
- 10+ years of experience in banking, finance, or wealth management.
- Hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66; licenses may be obtained within 120 days.
- Must live in or near Dallas, Texas.
- Minimum education requirement: high school diploma, GED, secondary school, or equivalent.
Nice To Haves
- Bachelor's degree.
Responsibilities
- Maintain deep knowledge of the products and offerings of Commercial Banking, Investment Banking, and Wealth Management LOB platforms.
- Develop and execute sales strategies, pipeline routines, and reporting for specific LOBs.
- Present results and the local market scorecard to senior leadership.
- Oversee referral processes and systems related to Commercial Banking, Investment Banking, and Wealth Management.
- Manage client interactions, represent the bank, and recommend appropriate courses of action while abiding by regulatory requirements.
- Cultivate internal and external relationships with leadership, advisors, relationship managers, and clients and prospects.
- Prioritize in-person visibility in the market and engage strategically with employees, clients, and communities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
