- Nuveen Investments (Dallas, TX)
- …(Resident State) - Multiple Issuers required within 120 Days Related Skills Client Financial Planning, Client Relationship Management, Consultative ... asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good ...world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than… more
- Vanguard (Dallas, TX)
- …Stay updated on financial planning, capital markets, and the financial services industry. + Technological Proficiency: Utilize technology to enhance ... Vanguard is seeking talented Financial Advisors to join our dynamic team...in advice, we encourage you to apply! Responsibilities: + Client Engagement: Identify client needs and collaborate… more
- Bank of America (Austin, TX)
- …developing direct reports + Experience in the following industries: Consumer banking/ financial services , mortgage, retail and/or hospitality + Bachelor's Degree ... resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client -centric and risk culture.… more
- WTW (Dallas, TX)
- …in multiple client teams developing financial analyses, outputs and client deliverables across a regional team . + Develop working proficiency of core ... voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex...tools. + Support accurate and reliable claim reporting and financial modeling to guide client decisions. +… more
- Edward Jones (Dallas, TX)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... clients. + A support network that extends from your client support team office to your region...More About Awards & Accolades **About Us** Join a financial services firm where your contributions are… more
- Realtor (Austin, TX)
- …and strengthen their connection to consumers. As the **Principal Strategist for Client Marketing** , you will operate as a senior individual contributor and ... and forward-thinking partner for real estate professionals. Reporting directly to the Chief Client & Revenue Officer, and working in close partnership with the Chief… more
- Healthcare Services Group, Inc. (San Antonio, TX)
- …Assistance Programs - FREE access for employees and their families for health, financial , and family services to support our employees' welfare and mental ... Assistance Programs - FREE access for employees and their families for health, financial , and family services to support our employees' welfare and mental… more
- Grant Thornton (Dallas, TX)
- As a Financial Due Diligence Director, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full ... range of advisory services to validate, optimize and create value for the...resources, environment, and support to help you excel. Our Financial Due Diligence solution is comprised of several integrated… more
- Synchrony (Dallas, TX)
- …**Role Summary/Purpose:** As the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture & Electronic portfolios ... credit management activities and drive P&L outcomes that support the company's financial objectives. You will lead credit and operational risk assessments, credit… more
- Robert Half Accountemps (Houston, TX)
- …Analyst who is passionate about problem-solving, process improvement, and delivering exceptional client service . This role is instrumental in supporting our ... Channel Partners and Sales Team by resolving post-deal inquiries and navigating operational challenges...communication and analytical skills to ensure operational excellence and client satisfaction. Key Responsibilities + Serve as the primary… more
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