- Citigroup (Dallas, TX)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed on their behalf. + Maintain full understanding of… more
- City National Bank (Houston, TX)
- …from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. * ... Prepare client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. * Facilitate and conduct individual meetings and presentations. * Operate and… more
- Boardwalk Pipeline Partners (Houston, TX)
- …processes and drives consistency across accounting functions. Duties include: + Be an advisor to the Company, from both a technical accounting and a controls ... perspective. + Supervise, mentor and develop the Financial Reporting and General Accounting teams + Monitor and assess emerging accounting developments and their potential impacts to Boardwalk, following the activities of accounting standard-setting groups,… more
- SAP (Houston, TX)
- …and provide leadership in their digital transformation journey. Being a trusted advisor , you will understand the high-level business requirements of our customers ... and translate them into SAP solutions. Our vision is to drive business value and ultimately successful outcomes by helping our customers understand how best to leverage, implement, and sustain SAP solutions for the Utilities Industry. **ROLE REQUIREMENTS** You… more
- Oracle (Austin, TX)
- …strategic thinking, and exceptional interpersonal skills to serve as a trusted advisor to our clients. Key Responsibilities . Client Engagement & Requirements ... Analysis: Lead client workshops and interviews to gather and analyze business requirements related to the entire supply chain, including Planning, Manufacturing, inventory management, order fulfillment, and logistics. . Solution Design & Configuration:… more
- Bombardier (Dallas, TX)
- …to address a problem or situation effectively and efficiently + Assist with Learning Advisor key tasks as needed **How to thrive in this role?** + Typically, a ... minimum of 5 years corporate aviation work experience or substantiated equivalent experience + Airframe & Powerplant (A&P) license + Bombardier corporate aviation product line experience **Now that you can see yourself in this role, apply and join the… more
- The Hartford (San Antonio, TX)
- …others on the strategy. Coaches and mentors others on Agency Management. Trusted advisor to agents and brokers; manages the book of business Sales: Establishes and ... maintains pipeline. Manages cross-sell and up-sell opportunities across team; generates cross-sell opportunities. Manages the sales process including planning, operating routines, and monitoring. Sources opportunities for other team members. Coaches and… more
- Applied Materials (Austin, TX)
- …Help Line at ###, option 1, and following the prompts to speak to an HR Advisor . This contact is for accommodation requests only and cannot be used to inquire about ... We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies… more
- Deloitte (Austin, TX)
- …execution from strategy through implementation. + Serve as a trusted advisor to clients, providing SAP treasury, risk management, and technology advisory ... services to enhance operational efficiency, manage risk, and support business growth. + Manage client relationships, drive stakeholder engagement, and ensure client satisfaction through effective communication and project delivery. + Take ownership of project… more
- Citigroup (Irving, TX)
- …essential procedures are followed and help define operating standards and processes + Serve as advisor or coach to new or lower level analysts + Has the ability to ... operate with a limited level of direct supervision. + Can exercise independence of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + Appropriately assess risk when business decisions are made, demonstrating particular… more