- City National Bank (Dallas, TX)
- …RISK REVIEW OFFICER* WHAT IS THE OPPORTUNITY? The Credit Risk Review Department (CRR), is part of the 3rd line of defense, and as such is independent of all credit ... of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk...all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- WTW (Dallas, TX)
- …Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationship Managers + Develop a trusted advisor relationship with ... role as a Technical Consultant, you will contribute as part of a team to the entire range of...clients and internal team members in the delivery of client projects. You will collaborate with other Towers Watson… more
- Grant Thornton (Dallas, TX)
- …in practice development, business development, and practice managers. + Ability to be a trusted advisor to a client and to bring new and innovated ideas and best ... and support to help you excel. You'll collaborate with partners, client management, internal audit, and cross-functional service lines and deliver innovative,… more
- Wells Fargo (Tyler, TX)
- …Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business ... this role you will:** + Work with the Financial Advisor in providing clients with financial advice consistent with...products and determines which financial products are suitable for client needs and financial circumstances. + Work to increase… more
- WTW (Dallas, TX)
- …reflect the client 's broader business issues + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... Pension Outsourcing Benefits Senior Associate, you will contribute as part of a team to the entire range of...internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and… more
- Kyndryl (Austin, TX)
- …compensation may vary depending on your geography, job-related skills and experience. For part time roles, the compensation will be adjusted appropriately. The ... seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client...dental coverage, disability, retirement benefits, paid leave, and paid time off. Note: If this is a sales commission… more
- Wabtec Corporation (Fort Worth, TX)
- …services sales position, the Solution Architect will establish a trusted advisor relationship with our external customers, executive management, internal technical ... across the landscape of our industrial platform. + Be the Commercial and Services advisor to the customer and internal Wabtec Sales teams. + Drive key customer… more
- APTIM (Dallas, TX)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... strategy. This key role supports both internal teams and external clients as part of APTIM's broader initiative to expand its consultancy services in EHS,… more
- Kelsey-Seybold Clinic (Pearland, TX)
- …and ensure the effective execution of client strategies. Key responsibilities include: Client Relationship Management: Serve as a trusted advisor to key ... fostering strong partnerships and acting as the primary liaison to address client needs and priorities. Strategic Planning: Develop and implement tailored strategies… more
- First Horizon Bank (Dallas, TX)
- …listed in job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales… more
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