- TIAA (Frisco, TX)
- The Divisional Director, Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build ... position the organization. This job leads strategy implementation, ensures talent development of Advisor Consultants and serves as a mentor and manager for the team.… more
- Thrivent Financial (Dallas, TX)
- …This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and ... deliver integrated strategic plans tailored to growth markets and individual advisor growth priorities. + Develop centers of influence relationships in communities… more
- Thrivent Financial (Austin, TX)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... to support the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with all channel stakeholders… more
- Capital One (Plano, TX)
- AML Compliance Advisory Manager The AML (Anti Money Laundering) Compliance Advisor Manager performs a key risk management role (second line of defense), to help ... While working within the AML Program framework, the AML Compliance Advisor Manager is responsible for delivering quality results, providing compliance advice… more
- Capital One (Plano, TX)
- Manager, Compliance The Compliance Advisor Manager performs a key risk management role (second line of defense), to help ensure corporate initiatives and lines of ... While working within the Compliance Management Program framework, the Compliance Advisor Manager is responsible for delivering quality results, providing compliance… more
- Kestra Financial (Fort Worth, TX)
- …case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the ... the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead ...Experience * Bachelor's degree (finance, accounting or related field preferred ) * The ideal candidate will have 3+ years… more
- Principal Financial Group (Austin, TX)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and co-browsing experiences. + Build and scale… more
- Aramco Services Company (Houston, TX)
- …ASC to have in-house expertise in various specialized areas. The Engineering Advisor , Senior Engineering Advisor and Engineering Consultant positions provide for ... specialized areas in which individuals have been previously placed in Advisor and Senior Advisor positions include: Reservoir Simulation, Formulation… more
- Aramco Services Company (Houston, TX)
- …ASC to have in-house expertise in various specialized areas. The Engineering Advisor , Senior Engineering Advisor and Engineering Consultant positions provide for ... specialized areas in which individuals have been previously placed in Advisor and Senior Advisor positions include: Reservoir Simulation, Formulation… more
- JPMorgan Chase (Dallas, TX)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships...+ Highly proficient user of Word, PowerPoint and Excel ** Preferred qualifications, capabilities, and skills:** + Able to adapt… more