Top 753 Banking relationship manager Jobs in Plano Tx

Investor Support Manager
UP MANAGEMENT LLC —Dallas, TX
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
6d
Accounting Manager
ARKRAY AMERICA INC —Plano, TX
- Full-time
- CPA
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Manager - Treasury M&A and Transformation
Deloitte —Dallas, TX
- $141,200 - $278,300 a year
- Full-time
- 6 years
- CPA
- Bachelor of Science
Relationship Manager - Multinational Clients, Corporate Banking
ICICI Bank Limited, New York Branch —Plano, TX
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Surgical Tech CVOR
Medical City Dallas —Dallas, TX
- Full-time
- Surgery
- Mid-level
- 2 years
- Employee stock purchase plan
- Disability insurance
Quick Apply
14d
Controller
Worth Ross Management Co., Inc. AAMC —Irving, TX
- Full-time
- Hybrid work
- Background check
- Management
- CPA
- Paid holidays
- Health insurance
Quick Apply
Sourcing Category Manager : Senior Advisor
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Oracle
- 11+ years
- Office
Software Engineer Sr - Pega Developer
PNC Financial Services Group —Farmers Branch, TX
- Weekends as needed
- System design
- Office
- 3 years
- Wellness program
- Health savings account
3d
Assistant Store Manager (Bilingual)
Community Choice Financial Family of Brands —Plano, TX
- $16 an hour
- Weekends as needed
- Background check
- 18 years or older
- Spanish
- Paid training
- Health savings account
4d
RN Emergency Room - Garland FSER
Medical City Dallas —Dallas, TX
- Full-time
- Mid-level
- Pediatrics
- Cardiology
- Employee stock purchase plan
- Disability insurance
Quick Apply
Production Assembler
US0767 PRYSMIAN CABLES AND SYSTEMS USA LLC —Rockwall, TX
- Overtime
- English
- High school diploma or GED
- Ability to lift 50 pounds
- Paid holidays
- Health insurance
7d
RN Emergency Room
Medical City Dallas —Dallas, TX
- Full-time
- Mid-level
- Pediatrics
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN - Transplant Services
Medical City Dallas —Dallas, TX
- Full-time
- Mid-level
- 1 year
- No travel
- Employee stock purchase plan
- Disability insurance
Quick Apply
Manager Rehab Services
Medical City Dallas —Dallas, TX
- Full-time
- Physical & Rehabilitation Medicine
- Senior level
- 2 years
- Employee stock purchase plan
- Disability insurance
Quick Apply
4d
RN - Pediatric Cardiovascular ICU
Medical City Dallas —Dallas, TX
- Full-time
- Surgery
- Mid-level
- Critical & Intensive Care
- Employee stock purchase plan
- Disability insurance
Quick Apply
Nurse Manager - Blood Cancer Unit
Medical City Dallas —Dallas, TX
- Full-time
- 5 years
- Senior level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Client Service Associate
Third Act Wealth Management —Dallas, TX
- $70,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Quick Apply
Software Engineering Mgr- Banking Applications - Site Reliability
PNC Financial Services Group —Farmers Branch, TX
- $110,100 - $204,490 a year
- Weekends as needed
- Office
- 3 years
- SQL
- Wellness program
- Health savings account
RN Emergency Room - Garland FSER
Medical City Dallas —Dallas, TX
- Full-time
- Mid-level
- Pediatrics
- Cardiology
- Employee stock purchase plan
- Disability insurance
Quick Apply
Account Manager - Hybrid
Culligan Quench —Grapevine, TX
- $43,888 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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banking relationship manager jobs near plano tx

Investor Support Manager

UP MANAGEMENT LLC -
Dallas, TX

Quick Apply

Job Details

Full-time
6 days ago

Benefits

Health savings account
AD&D insurance
Paid holidays
Flexible spending account
Paid time off
Flextime
401(k) matching
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Documentation tools

Full Job Description

The Investor Support Manager (ISM) will serve as the primary point of contact for EB-5 investors, ensuring a seamless transition from the Investor Relations team and providing ongoing support throughout the lifecycle of their investment. This role is focused on maintaining strong client relationships, ensuring compliance with regulatory requirements, and addressing LP needs proactively. The Investor Support Manager will play a critical role in managing investor touchpoints, tracking compliance milestones, and contributing to overall client satisfaction and retention.

Essential Job Functions

Serve as the main point of contact for Limited Partners once they invest with CMB, ensuring personalized and consistent communication.

Build trust-based relationships by addressing LP questions, resolving issues, and guiding them through key processes like consulate interviews and USCIS filings (I-526E, I-829).

Maintain a deep understanding of LP needs and preferences, documenting key details in client profiles.

Collaborate with the Investor Relations team to ensure a smooth investment experience.

Conduct introductory calls and provide LPs with clear instructions on accessing resources, including secure file-sharing platforms and compliance documentation.

Educate LPs on key processes, timelines, and deliverables related to their investment.

Monitor USCIS compliance deadlines (e.g., I-829 filings) and proactively guide LPs in meeting these requirements.

Send quarterly project status updates (QPSU) and ensure LPs understand the progress of their investments.

Verify LP documentation, including banking forms and consulate interview materials, for accuracy and completeness.

Client Engagement & Retention

Schedule regular touchpoints with LPs, including annual reviews and milestone celebrations, to foster long-term relationships.

Solicit feedback and testimonials from LPs to improve services and identify referral opportunities.

Collaborate with the NHK team to address specialized client needs when applicable.

Partner with internal teams to ensure alignment on client needs and expectations.

Provide input on refining workflows and processes to enhance client satisfaction.

Contribute to team discussions on improving tools, resources, and communication strategies.

Maintain detailed records of LP interactions, compliance milestones, and client feedback using CRM tools.

Provide regular updates to the Investor Support Executive Director on client progress and emerging trends.

Knowledge, Skills and Abilities

Reads, writes, speaks, and understands English and Spanish fluently. (or Portuguese)

Excellent relationship-building skills with professional and polished demeanor.

Ability and willingness to take initiative without prompting.

Ability to read and understand complex investment documents

Willingness and strong desire for continuous self-growth through research to learn, know, and understand industry trends, company projects, and new partnerships.

Excellent organizational skills with strong attention to detail and positive attitude.

Excellent time management, verbal and written communication skills.

Ability and willingness to travel both domestically and internationally up to 5%.

Ability to use and operate office equipment and machinery such as computer, copier, scanner, and fax machine.

Education and Experience

Bachelor’s degree in business, finance, economics, or related field highly preferred.

Minimum of 3+ years of experience in investor relations, business development, or client management.

Cultural knowledge or personal life experience resulting from residing in or personal ties to Latin America.

Intermediate proficiency using Microsoft Office (Outlook, Word, Excel) required.

Intimate knowledge of visa or immigration process, and experience with finance or investments highly preferred.

Physical Requirements

Constant sedentary work for prolonged periods up to 100% of the time with routinely moving and transporting up to 10 pounds, occasionally up to 25 pounds. Must be able to constantly communicate and exchange accurate information. Constantly operates and uses computers and other relevant equipment and office machinery while performing repetitious movements.

NHK Capital Partners (NHK) and CMB Regional Centers (CMB) are global investment companies seeking a full-time bilingual (Spanish or Portuguese-speaking) Investor Support Manager (ISM) to provide exceptional service to accepted Limited Partners (LPs). This role is critical to the investor experience, ensuring a smooth transition from Investor Relations and ongoing support throughout the investment lifecycle.

The ISM primarily works on-site at the Dallas, TX office during standard business hours: Monday through Friday, 8:00 a.m.–5:00 p.m. CST. NHK and CMB also offer a hybrid schedule with two remote workdays after introductory period requirements are met. The role may require domestic or international travel up to 5%, including overnights and weekends.

Why work at NHK and CMB?
NHK and CMB foster a diverse, inclusive workplace with multilingual fluency across approximately 15 languages and offer:

Fun cultural celebrations!

Hybrid schedule with flex time!

Competitive salary with paid time off and holidays!

A la carte insurance benefit options, including FSA or HSA, company-paid life insurance and AD&D!

401(k) plan with company match!

Quick Apply

Refine Your Search

banking relationship manager jobs in plano tx

Investor Support Manager

Accounting Manager

Manager - Treasury M&A and Transformation

Relationship Manager - Multinational Clients, Corporate Banking

Surgical Tech CVOR

Controller

Sourcing Category Manager : Senior Advisor

Software Engineer Sr - Pega Developer

Assistant Store Manager (Bilingual)

RN Emergency Room - Garland FSER

Production Assembler

RN Emergency Room

RN - Transplant Services

Manager Rehab Services

RN - Pediatric Cardiovascular ICU

Nurse Manager - Blood Cancer Unit

Client Service Associate

Software Engineering Mgr- Banking Applications - Site Reliability

RN Emergency Room - Garland FSER

Account Manager - Hybrid

I want to receive the latest job alert for banking relationship manager in plano tx

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