- TIAA (Frisco, TX)
- …+ Ensures Wealth Advisor Consultant teams are maximizing utilization of internal systems and customer relationship management (CRM) system as needed to drive ... The Divisional Director, Advisor Consultants leads and develops a team of...the division, including budget and expense management and CRM system utilization. + Communicates with and influences organizational stakeholders… 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
- 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 ... business results within the local market. They are proficient with the systems , processes, and playbooks for the execution of engagement and partnership activities,… more
- Marathon Petroleum Corporation (San Antonio, TX)
- …goals and Salesforce best practices. This role will serve as a trusted advisor to internal teams and external clients, collaborating closely with stakeholders to ... architectural blueprints, collaborating with product owners and managers. Defines system integration approaches and ensures interoperability of components. +… more
- Principal Financial Group (Houston, TX)
- …core conferencing infrastructure (audio/video/co-browsing) and integrate with CRM and planning systems . + Guide UI development for seamless client- advisor ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- Houston Methodist (Nassau Bay, TX)
- …quality patient care and patient satisfaction. This position serves as key advisor on all administrative matters relative to Imaging Services and its activities, ... employees. + Meets or exceeds threshold goal for department turnover and/or system metrics on employee engagement indicators. + Provides leadership and communication… more
- Houston Methodist (Houston, TX)
- At Houston Methodist, the Director Corporate Business Systems position is responsible for directing the development, implementation and maintenance of business ... applications systems . Oversees the formulation of business systems ...align with continuous improvement goals. Serves as the primary advisor to the organization on Enterprise Resource Planning (ERP),… more
- Bank of America (San Antonio, TX)
- …engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act ... Growth Practice (EGP) Private Wealth Relationship Manager** supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- Xponential Fitness (Houston, TX)
- JOB TITLE: Wellness Advisor REPORTS TO: General Manager COMPANY OVERVIEW: YogaSix believes everyone deserves the mind-body experience of yoga. YogaSix offers six ... yoga company in the United States. POSITION: The Wellness Advisor assists the General Manager with new membership sales...Ability to learn and use the Club Ready software system Must be fluent in English and have excellent… more
- Veterans Affairs, Veterans Health Administration (Houston, TX)
- …project leader in defining the requirements and specifications of medical electronic systems . Assists in the development and implementation of the complex Biomedical ... Engineering Medical Center Program. Serves as a staff advisor to the Biomedical Engineering Supervisor in the area of Biomedical Engineering as well as engineering… more