- Truist (Dallas, TX)
- …segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and ... delivery of a broad range of retail solutions including banking, mortgage, planning , investments, and insurance services. Leverage the Truist referral network to… more
- TIAA (Dallas, TX)
- …Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth ... tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and...Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
- Lumen (Austin, TX)
- …connect the world and shape the future. **The Role** The **Senior Lead Analyst ** is the team's **catalyst for strategic change and innovation** . Reporting to ... the Senior Director of Long Range Planning , this role focuses on translating the long-term strategy...actionable programs and new initiatives that drive growth in sales and revenue. The Senior Manager identifies, scopes, and… more
- Air Education and Training Command (Randolph AFB, TX)
- …(TPM) as a Agency's subject matter expert and primary point of contact for planning and executing of assigned Foreign Military Sales (FMS) case(s) including ... oversight, and financial management of intricate country-specific of training programs related to sales of a variety of weapons systems by the Department of State… more
- Truist (Houston, TX)
- …equivalent combination of education and related work experience 2. 2 years of sales support ( analyst , specialist) or servicing of financial or treasury products ... of America) **Please review the following job description:** Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client… more
- Highmark Health (Austin, TX)
- …and transparency of Quote to ID card status to customers, including Groups, Sales and Support teams within the company. Responsible for resource planning , ... work closely with the section's Accountant, Accounting Coordinators, Associate Analyst , providing, guidance, feedback, training, motivation, and support. This team… more
- Sysco (Houston, TX)
- Support strategies to help drive greater insights into sales and gross profit improvements, identifying opportunities to help drive growth. Leverage system and ... of Job Purpose:** Support strategies to help drive greater insights into sales and gross profit improvements, identifying opportunities to help drive growth.… more
- City National Bank (Austin, TX)
- …"partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) *… more
- Ryder System (Austin, TX)
- …formulation of specific strategies. Will provide analytical support to Director RDL-Pricing & Planning , VP Sales and RDL President to assist in decision-making. ... : **Summary** The Manager Pricing is responsible for the daily support of sales and operations management on development, review and approval of pricing new business… more
- NRG Energy, Inc. (Houston, TX)
- …career development, goals and future! **SUMMARY** Sr. SAP Technical Analyst with strong functional knowledge, responsible for developing, designing, maintaining, ... industry. **Specifically** : Proficiency in SAP CRM Customer Interaction Center, Sales , and Service processes. Knowledge of SAP ISU, customer service, account… more