- JPMorgan Chase (Plano, TX)
- …the US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add ... passion for capital markets and the wealth management industry, providing support to our advisor and client population. You will strengthen our client … more
- Bank of America (Trophy Club, TX)
- …supporting clients with self-service or transactional activities, and providing exceptional client care . Job expectations include proactively connecting with ... * Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy * Adheres to… more
- Capgemini (Houston, TX)
- …scope of a project and propose and optimize resources for opportunities. + Client Relationships: Building credibility and gain "trusted advisor " status with ... scope of a project and propose and optimize resources for opportunities. . Client Relationships: Building credibility and gain "trusted advisor " status with… more
- Publicis Groupe (Irving, TX)
- …strategies and tactics to improve customer and business outcomes for Fortune 500 client engagements. You will need to strong understanding of the client 's ... to ensure that the strategies you create provide the client with higher ROAS, incremental performance and can be...**Strategic consultation** : Be seen as a trusted strategic advisor to internal teams and clients alike by providing… 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
- Sharecare (Austin, TX)
- …individual through the lens of their personal health and making high-quality care more accessible and affordable for everyone. To learn more, visit ... as growing and expanding Provider Solutions inside the existing client base. Additionally, and primarily, the individual will be...The Provider Sales Manager will serve as a trusted advisor and subject matter expert on Provider Solutions related… 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
- 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
- Cardinal Health (Austin, TX)
- …(TM) Access and Patient Support helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, afford and remain on the therapy ... responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates... expenses when possible while never sacrificing quality of care . + Urgently resolve, escalate, and own issues negatively… more
- Charles Schwab (Westlake, TX)
- …reach multiple goals. The financial plan includes a customized analysis to address client or prospective client goals, such as: retirement, college, risk ... allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a… more