- Kestra Financial (Fort Worth, TX)
- …the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and ... building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and... of a large book of business including managing client needs regarding service, asset allocation, case design and… more
- Bank of America (San Antonio, TX)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to...experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for… more
- CBRE (Dallas, TX)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... manage the fulfilment of our commitment to this Global client . Through the development and execution of an Account...* Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship… more
- Thrivent Financial (Houston, 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 ... will focus on local community relationships, strengthening brand awareness, expanding the client base, and establishing the organization as a trusted leader in the… more
- Thrivent Financial (Dallas, TX)
- …associates. This role will foster a culture of excellence, compliance, and client -centric service, ensuring that advisors are equipped with the knowledge, skills, ... training team to enable the development and execution of advisor training deliverables. Foster Growth within Existing Teams: +...within Existing Teams: + Support existing practices to launch client facing sales roles directly on to their team.… more
- Charles Schwab (Westlake, TX)
- …Center + Lead the design and implementation of new SAC features that elevate the advisor 's experience + Drive the end-to-end client experience for a new product, ... on a full time basis without employer sponsorship. The Advisor Core Digital Solutions group's mission is to deliver...trusted relationships and act as the voice of the client , ensuring feedback informs roadmap decisions + Identify risks,… more
- Deloitte (Austin, TX)
- …Work You'll Do As a Specialist Leader at Deloitte, you serve as a senior advisor to both the firm and our clients, leveraging deep expertise in high-demand areas ... Microsoft platforms and integrate with other technologies, focusing primarily on client service delivery while also driving sales activities and thought leadership.… more
- AON (Houston, TX)
- …participate in RFPs, client meetings and conference calls. + Key member of the client facing team, acting as a trusted advisor to the executive level ... meetings and conference calls. + Key member of the client facing team, acting as a trusted advisor to the executive level client in broking, designing,… more
- Deloitte (Austin, TX)
- …technology & data platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on 1/31/2026 Work you'll do ... and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Concentrix (Austin, TX)
- …build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability to analyze data ... as a result. - Proactively generates and builds new client relationships from qualification to close. - Demonstrates a...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more