- Truist (Dallas, TX)
- …clients. Responsible for developing and deepening client relationships through needs-based, high- level client service and through delivery of the full suite of ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the...background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment… more
- City National Bank (Austin, TX)
- …firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is ... to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of...assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical… more
- Lumen (Austin, TX)
- …Reviews (PMRs). *Compliance & Documentation Support: Develop and execute a CFA -compliant EVMS reports. Ensure adherence to internal controls and federal regulations. ... and SAP S/4HANA EVMS platforms *Deep understanding of ANSI/EIA-748 and CFA certification requirements *Professional certifications (eg, PMP, EVMS, CPA, CPCM) are… more
- UWorld, LLC (Dallas, TX)
- …focuses on selling UWorld's Finance and Accounting education solutions- specifically CFA and CMA Review-to corporations throughout a multi-state territory. The ideal ... sales strategy across corporations and key industry organizations. + Provide expert- level knowledge of UWorld's finance and accounting education products. + Grow… more
- Huron Consulting Group (Dallas, TX)
- …leading complex client engagements, serving as trusted advisors to C-suite and board- level stakeholders, and driving the growth of the practice through client ... including oversight of project teams, senior client relationships, and executive- level deliverables + Proven business development capabilities, including expanding… more
- Oracle (Austin, TX)
- …modeling/analysis. + Partner closely with senior executives (SVPs, EVPs, President level ) to translate complex financial and operational concepts into concise, ... leaders. + Strong executive presence and communication skills; able to produce Exec level materials and present to SVP, EVP, and President- level leaders with… more
- Huron Consulting Group (Houston, TX)
- …and drive complex financial analyses from problem definition through executive- level recommendations. You will build trusted client relationships, navigate ... analyses into clear, actionable recommendations for senior executives and board- level audiences + Proven experience preparing and reviewing client-ready… more
- Ankura (Houston, TX)
- …& Restructuring (T&R) Senior Managing Director role is an executive level position that sells, leads and manages complex restructuring client engagement(s). ... members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts, and achieving revenue… more
- Ankura (Dallas, TX)
- …Turnaround & Restructuring (T&R) Managing Director role is an experienced senior level position that leads and manages client engagement team(s) through challenging ... presentation of final client deliverables + Determines effective approach / content level based on previous experiences in similar situations + Leads presentations… more
- Tarleton State University (Stephenville, TX)
- …and Abilities: + Knowledge and understanding of disciplinary subject matter at a level adequate for graduate- level instruction. + Written and oral communication ... manner. Preferred Requirements: + Evidence of effective teaching at the university level . + Research record consistent with AACSB requirements for Scholarly Academic… more