- Thrivent Financial (Dallas, TX)
- …you'll gain experience working with clients virtually, gain confidence with Thrivent's Financial Planning Framework and Advice tools, and start to build a book of ... family and natural market + Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro(R) and Morningstar(R) + Get the support of… more
- Comerica (Austin, TX)
- …by providing insight to specific trust documents, overseeing overall estate planning , and working directly with our Financial Advisor partners. This role's ... direction; evaluates accounts for completeness and accuracy, monitors and reviews account transactions, responds to incoming correspondence and any other client… more
- AON (Houston, TX)
- …with client needs, solving complex risk management challenges. + Lead stewardship planning , reviews, and execution to highlight Aon's ongoing value and partnership. ... of 10 years of appropriate risk insurance experience coupled with project and account management experience on mid to large accounts. + Strong understanding of… more
- HCA Healthcare (Frisco, TX)
- …services for child, elder and pet care, home and auto repair, event planning and more + Consumer discounts through Abenity and Consumer Discounts + Retirement ... onboarding process + Work closely with data teams to ensure timelines are achieved ** Planning :** + Design and implement business review process to keep a pulse on… more
- Stantec (Plano, TX)
- …opportunity for re-evaluation at the end of the term to support succession planning and foster company growth. Your Key Responsibilities Client Focus: - Consistently ... exceed client expectations through strategic account management across the Business Center (BC), while personally leading key accounts for major clients within the… more
- CommScope, Inc. (TX)
- …AV networking solutions across commercial and residential markets. Work closely with Account Managers, this role engages AV partners, system integrators, and channel ... **Responsibilities:** + Pre-sales engineering network and AV design, network switching design planning , radio frequency passive and/or active planning , bill of… more
- AON (Houston, TX)
- …including coverage and cost analysis. + Counsel on insurance program structure planning and design of alternatives. + Coordinate and conduct market meetings as ... appropriate in coordination with Account Executives. It may include global travel. + Finalize...and cost analysis. + Counsel on insurance program structure planning and design of alternatives. + Coordinate and conduct… more
- West Marine (Galveston, TX)
- …market. They focus on developing new business and maintaining existing key account relationships. This position is highly autonomous and requires an individual who ... price overrides within context of the business; Enriches Gross Margin through strategic account development + Grows account average dollar volume by researching… more
- Robert Half Finance & Accounting (Dallas, TX)
- …reporting. This role offers the opportunity to contribute to strategic financial planning and analysis while maintaining high standards of precision and reliability. ... and review financial transactions for accuracy and completeness. * Perform account reconciliations, identifying and resolving discrepancies in a timely manner. *… more
- Stryker (Dallas, TX)
- …will develop and manage customer new build or renovation projects from the planning and budgeting phase through customer sign off. Key metrics include Scope, ... externally. + Builds strong relationships with both sales representatives and key account contacts and stakeholders; obtain customer feedback to both maintain and… more