- Charles Schwab (Westlake, TX)
- …group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth ... The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust, and Estates that...Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped… more
- IBM (Austin, TX)
- …IBM's Industry Market. In this role, you'll be part of a collaborative, client -facing team that helps organizations use data and AI to improve operations, make ... In this role, you'll be part of a collaborative, client -facing team that helps organizations use data and AI...and transfer technical knowledge. . Act as a trusted advisor by building long-term relationships based on credibility, empathy,… more
- SHI (Austin, TX)
- …+ **Presales Engagement** + Collaborate with sales teams to understand client requirements, goals, and pain points. + Design and present tailored ... working closely with cross-functional teams to ensure alignment with client needs and business objectives. + Drive revenue growth...and our data solutions. + Act as a trusted advisor to clients, providing expert guidance and technical leadership.… more
- Zions Bancorporation (San Antonio, TX)
- …through referrals. + Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' objectives. + Meets assigned revenue goal for region ... and personal financial needs of assigned customers. + Visits client locations every 6 months. + Builds knowledge of...every 6 months. + Builds knowledge of each assigned client by completing an in-depth profile of business and… more
- JPMorgan Chase (Plano, TX)
- …liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions ... business clients through banking, payments, and value-added services. We take a client -first approach in developing solutions that help our more than 5 million… more
- Sprinklr (TX)
- …and establishing trusted champions at the highest levels within our client organizations. You will lead your team through structured monthly, quarterly, ... strong relationships with clients, understanding their needs, and becoming a trusted advisor + Proactively engage in strategic development of the Solution Consultant… more
- Ensono (Houston, TX)
- …stakeholders in target organizations. Position Ensono as a trusted partner and advisor in managed services. + **Collaboration and Coordination:** Work closely with ... sales, marketing, and product teams to ensure a cohesive approach to client acquisition. Facilitate communication and information sharing to optimize sales efforts.… more
- SHI (Austin, TX)
- …management. + **Presales Engagement** + Collaborate with sales teams to understand client requirements, goals, and pain points. + Design and present tailored ... of SOWs, working closely with cross-functional teams to ensure alignment with client needs and business objectives. + Drive revenue growth within the professional… more
- Deloitte (Dallas, TX)
- …FTS-DART group, you will provide tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST… more
- Zions Bancorporation (Houston, TX)
- …the iconic Esperson Building. If you're passionate about building lasting client relationships and delivering tailored financial solutions, this is your opportunity ... a prestigious and dynamic setting. **Key Responsibilities:** + Serve as the go-to advisor for a portfolio of high-net-worth clients, managing all aspects of their… more