- TIAA (Frisco, TX)
- …management, retirement planning, education funding, estate planning, tax strategies, investment planning, executive planning and business succession planning. ... Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen,… more
- Charles Schwab (Westlake, TX)
- …speaking events. Cross enterprise subject matter expert to support business development , field integration and executive service initiatives. Mentor, coach, ... changes in life and financial circumstance and determining the client 's ongoing appropriateness for the recommended investment ...a team-based environment. + Open to ongoing coaching and development to achieve positive client outcomes and… more
- Acxiom (Austin, TX)
- …primary advocate for client success, ensuring maximum value realization from a client 's Adobe Workfront investment . This role is the technical lead for Adobe ... in project management solutions with exceptional relationship management skills to drive client satisfaction and loyalty. This role requires a strategic mindset to… more
- Acxiom (Austin, TX)
- …advocate for client success, ensuring maximum value realization from a client 's Adobe Workfront investment . You will combine deep technical expertise in ... success criteria and value metrics + Basic understanding of business case development and value measurement frameworks + Client relationship management and… more
- Ankura (TX)
- …solutions . Expert written communication skills, self-directed with preparation of client ready document and presentation development . Articulate, persuasive, ... generate $3 - $5 million+ annually . Guides the Ankura team and Client regarding analytical approach and methodologies . Manages multiple complex initiatives and… more
- Quality Technology Services, LLC (Irving, TX)
- …business strategies, while continuing to expand market knowledge, and for general business development purposes. + Write and prepare investment materials such as ... insights and processes to grow the portfolio and includes overall investment management including strategic business decisions, deal negotiation, and client… more
- Charles Schwab (Westlake, TX)
- …team's scope includes audit execution and oversight for Schwab's: (i) client -facing activities supporting retail investors and independent investment advisors ... by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled,...on Schwab's platform and their clients; (ii) client product solutions and market expertise; (iii) portfolio advisory… more
- Charles Schwab (Austin, TX)
- …team's scope includes audit execution and oversight for Schwab's: (i) client -facing activities supporting retail investors and independent investment advisors ... by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled,...on Schwab's platform and their clients; (ii) client product solutions and market expertise; (iii) portfolio advisory… more
- Charles Schwab (Westlake, TX)
- …team's scope includes audit execution and oversight for Schwab's: (i) client -facing activities supporting retail investors and independent investment advisors ... by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled,...on Schwab's platform and their clients; (ii) client product solutions and market expertise; (iii) portfolio advisory… more
- Deloitte (Dallas, TX)
- …for our clients. You will work at the intersection of product development , client delivery, and operational excellence-ensuring our Finance Operate products, ... Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte's… more