- Charles Schwab (Westlake, TX)
- …and lead efforts to craft and enhance service models to better meet HNW client borrowing needs and serve as a point of collaboration for business partners across ... programs. + Lead cross-channel initiatives to increase efficiency and improve the client experience. + Perform competitive analysis and evaluate industry trends to… more
- Bank of America (Lake Worth, TX)
- …offers a defined path to becoming an advisor through a multi-stage training program , one that provides you with the necessary experience and skills to succeed ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I,… more
- Powell Industries, Inc. (Houston, TX)
- …and contact these and other accounts assigned + Establish and maintain current client and potential client relationships + Deliver product presentations at ... proposals and perform sales contract reviews + Participate in marketing events such as seminars and trade shows +...and trade shows + Help to identify and resolve client concerns/complaints + Prepare and maintain a variety of… more
- Toyota (Plano, TX)
- …as mandated. Coordinate with Region Manager on presentations and investor/ client review meetings (portfolio managers, traders, and/or credit/research analysts) to ... ensure continued client satisfaction and loyalty. Execute debt issuance and cross-currency...'ideal state' and 'current state,' progress reporting and timeline. Marketing and Investor Relations + Collaborate with Region Manager… more
- Principal Financial Group (Houston, TX)
- …partners while tailoring onboarding strategies that promote member engagement and long-term client success . The Onboarding Consultant plays a pivotal role in ... recommending enrollment strategies, encouraging member participation, and fostering meaningful client connections. The role also supports internal and external… more
- Acosta Group (Dallas, TX)
- …forward to manage. + Manage communications and project plans related to HR program deliver to assigned client organization to ensure thorough understanding and ... and project management skills ensuring HR remains an active contributor to the success and goals of your assigned Business segment, business unit and operating… more
- HUB International (Fort Worth, TX)
- …acquisitions **Responsibilities:** + This role will support the local region's Property program needs + Develop professional, client ready materials, and ... client and prospect presentations. + Assess risk characteristics based on geography, client risk attributes and loss performance + Develop short and long term… more
- Acosta Group (North Houston, TX)
- …**Field Representative** , you will be the face of our credit card program , ensuring its success through effective merchandising and strategic communication. ... locations + Deliver key messaging about the credit card program and raising awareness and acceptance of its benefits...territory management experience preferred + Proven track record of success in sales or merchandising + Strong written and… more
- AON (Dallas, TX)
- …two years of experience in this field. Aon is a national membership marketing company that provides membership programs to a variety of industries including ... retail, banking, consumer finance, and member-based associations. Its leading program is a membership-based healthcare savings program ...to assist members and providers. Call types vary from client to client so flexibility and the… more
- Black & Veatch (Dallas, TX)
- …Family of Companies **Together, we own our company, our future, and our shared success .** As an employee-owned company, our people _are_ Black & Veatch. We put them ... + Be responsible for business development activities and external marketing opportunities such as presenting at local/national conferences, building/maintaining … more