- ADP (Houston, TX)
- …Prospects into Loyal Clients and Raving Fans.** You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture ... friendships here. + **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more
- Fiserv (Frisco, TX)
- …and consultative management for a portfolio of existing clients. As the strategic advisor to the client, this individual is required to have an in-depth ... ongoing basis and revise it as necessary. Leads and develops an account strategy using clients growth plans, budget and project timelines. + Insures proactive… more
- Charles Schwab (Austin, TX)
- …leader) who is passionate about responding to user needs to join the Advisor Services User Experience team. Independent Registered Investment Advisor (RIA) firms ... service to their clients. **In this role, you will be responsible for:** ** Strategy & design leadership** + Provide creative and strategic direction across a… more
- Bank of America (San Antonio, TX)
- …+ Causation Analysis + Financial Management + Investment Management + Trading Strategy + Trading and Investment Analysis + Portfolio Analysis + Portfolio Management ... must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- CBRE (Dallas, TX)
- …successful candidate will manage the contract relationship, acting as a trusted advisor and thought leader to design and operate a multi-faceted sustainability ... aligning with global ESG standards and client goals. - Serve as a senior advisor to a real estate investment management firm, providing guidance on ESG integration, … more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …Management: * Serve as the primary point of contact and trusted advisor for high-profile clients, understanding their unique challenges and objectives. * Develop ... Management: Serve as the primary point of contact and trusted advisor for high-profile clients, understanding their unique challenges and objectives related… more
- World Wide Technology (Dallas, TX)
- …and nurture relationships with our customer leaders, serving as a trusted advisor to identify gaps within the customers technical environment and deliver impactful ... specific to Services engagement and within the overall account strategy set by the WWT Account Manager and Client...assigned accounts and regions. + Serve as a trusted advisor and provide continued sales Services oversite of all… more
- Comerica (Dallas, TX)
- …retention and growth) to expand the client base and deepen relationships. Develop strategy for sales professionals to sell trust products through advisor ... expert guidance to clients and the sales team. Establish and monitor key performance indicators (KPIs) and sales metrics to track progress and identify areas for… more
- Caterpillar, Inc. (Irving, TX)
- …deliver long-term, profitable growth. This leader is pivotal in shaping a high- performance culture and aligning HR initiatives with the division's objectives. As the ... this leader will be responsible for building a strong talent management strategy to support expansion into growth markets. This includes integrating other parts… more
- Anywhere Real Estate (Houston, TX)
- …key pillars of Retention - Growth - Optimization to achieve specific performance metrics and deliver a world-class brand value customer experience. This position ... Regional Vice President, as needed. **Responsibilities include:** + Increasing franchise performance and engagement by supporting a dedicated Book of Business, many… more
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