- Vanguard (Dallas, TX)
- …Management offer is designed to meet these clients' complex wealth management and estate planning needs, so they can leave a legacy that fulfills their purpose in ... Additional Information: + Work on a product ownership team alongside the Personal Advisor Wealth Management business, as well as the senior architect and other… more
- APTIM (Houston, TX)
- …projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ESG-focused ... and external projects within the EHS and Air/GHG/Water/Waste domains including project planning , staffing, budgeting, and execution + Subject Matter Expert (SME) and… more
- Realtor (Austin, TX)
- …Tuition Reimbursement program for degreed and non-degreed programs + 1:1 personalized Financial Planning Sessions + Student Debt Retirement Savings Match program ... Own and elevate internal communications + Be a strategic advisor and influencer + Grow your expertise in a...make recommendations for improvement based on feedback and data analysis + Develop and maintain a content calendar to… more
- Compass Group, North America (Dallas, TX)
- …sales support, operational training, customer retention, and compliance. As a trusted advisor to the Division President, the Vice President ensures that all support ... informal feedback mechanisms; initiate corrective action when necessary. + Conduct regular analysis on service performance, using tools such as survey feedback and… more
- Deloitte (Dallas, TX)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... on sustainability and social Federal C&I programs and manage and facilitate the analysis and documentation of such opportunities. Many businesses do not have the… more
- Deloitte (Dallas, TX)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... advise clients on sustainability and social Federal C&I programs and facilitate the analysis and documentation of such opportunities. Many businesses do not have the… more
- Wolters Kluwer (Austin, TX)
- …to providing a unified Performance Management Platform for Budgeting & Planning , Consolidation & Reporting, CCH Tagetik has developed pre-packaged solutions ... pain points and industry trends. + **Customer Engagement** + Act as a trusted advisor to C-level executives and finance leaders. + Translate complex financial … more
- Sprinklr (Austin, TX)
- …values. + Partner with the CAO and serve as the lead advisor to the Board's Compensation Committee, managing executive compensation recommendations, equity programs, ... company-wide annual compensation cycle, salary benchmarking, job architecture, equity planning , and benefits enrollment activities. + Collaborate with Finance,… more