- WTW (Dallas, TX)
- …designing, managing, administering and communicating all types of retirement plans. Whether a client has a defined benefit pension or a defined contribution plan, we ... would also serve as a Retirement Consultant on direct client engagements, leading and delivering retirement services and serving...and delivering retirement services and serving as a strategic advisor to clients. **The Role:** + Lead North America… more
- JPMorgan Chase (Dallas, TX)
- …JP Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it ... and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration + Work with Tax Officers… more
- NCR VOYIX (Austin, TX)
- …Account Executive is tasked with leading efforts to manage and grow key client accounts, focusing on strategic planning and sales execution to achieve significant ... clients. As a leader, you will develop and implement client -focused strategies, enhance engagement, and serve as a key...-focused strategies, enhance engagement, and serve as a key advisor for clients and internal stakeholders. Key Areas of… more
- SHI (Austin, TX)
- …+ Client Relationship Management + Function as a trusted advisor for clients, building strong relationships with stakeholders and decision-makers + Address ... to lead the design of innovative ServiceNow solutions that align with client business objectives. This role combines deep platform expertise with consultative… more
- NTT America, Inc. (Austin, TX)
- …basis + Mitigate future risks by addressing them early on + Utilize the trusted advisor position to influence the client + Assessment of escalation situation + ... be willing to travel up to 100% based on client and project needs*_** **Duties and Responsibilities:** **A. Services...of follow up and documentation of results + Trusted advisor to the project team (NTT Data Business Solutions… more
- Cognizant (Frisco, TX)
- …cloud solutions using AWS. You will leverage your expertise in AWS Trusted Advisor , the AWS Well-Architected Framework, and AWS Single Sign-On to ensure best ... reliability, and cost-effectiveness. + Apply insights from AWS Trusted Advisor to improve resource utilization and system health. +...hybrid position requiring 3 days a week in a client or Cognizant office in Frisco, Texas. Regardless of… more
- PNC (Houston, TX)
- …Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
- JPMorgan Chase (Plano, TX)
- …Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver ... solutions that empower advisors to strengthen client relationships and achieve success. You will support the...and sustainable long-term behaviors. **Job Summary:** + Oversee AGP Advisor Performance: Monitor and evaluate the performance of AGP… more
- Citigroup (Irving, TX)
- …+ Subject matter expert who develops and implements business initiatives, client solutions, and/or projects + Stays abreast of developments within the ... Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients +...direct impact on the business + Acts as an advisor or coach to new or junior staff +… more
- Palo Alto Networks (Dallas, TX)
- …PaaS, SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud ... of work, and client roadmaps + Build and maintain long-term trusted advisor relationships with strategic customers and Unit 42 retainer clients + Represent Unit… more