- Deloitte (Houston, TX)
- …investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage ... the client relationship...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- WTW (Houston, TX)
- …Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in ... practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: + Executive compensation benchmarking + Short… more
- ManpowerGroup (San Antonio, TX)
- Our client , a leading organization in the financial services industry, is seeking a Project Manager / Change Manager - TX or MO or NC - VMO to join their team. As a ... adoption of new processes and reporting frameworks. + Act as an advisor to leadership, influencing program success and project performance through strategic… more
- PNC (Houston, TX)
- …deposit growth and retention which includes the onboarding journey for new client , supporting the portfolio and payments strategy and driving the marketing strategy ... developing and implementing enterprise-wide data-driven contact strategies to engage client segments or programs, driving conversion and improving overall marketing… more
- NTT America, Inc. (Austin, TX)
- …diving deep into client needs and industry specifics to align our solutions with their business outcomes. You'll lead the charge in constructing managed services ... using your consulting-led sales skills, you'll become a trusted advisor for our clients, guiding them through the intricate...-centric approach. + Excellent negotiation skills to craft beneficial solutions for both the client and our… more
- Fiserv (Austin, TX)
- …regulations, and areas of opportunity. + Proven ability to evaluate market and client needs, collaborating to develop innovative solutions . + Experience leading ... do?** The Vice President of Sales for Credit Union Solutions at Fiserv serves as a strategic leader, accountable...and aligning initiatives to foster business growth and enhance client satisfaction. This role leads the planning, execution, and… more
- City National Bank (Austin, TX)
- …Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience ... with client discussions/presentations, proficiency in financial planning software (eMoney), and...to understand their specific goals and objectives to provide solutions to meet their needs. * Participate in and/or… more
- WTW (Houston, TX)
- …new business + Materially growing Health and Benefits revenue through: + Anticipating client needs and cross-selling new solutions to current clients + Serving ... **The Role** Serve as the strategic partner and trusted advisor to clients in the design and management of...as the Health and Benefits expert in new client pursuits by crafting solutions to meet… more
- NTT DATA North America (Plano, TX)
- …CIOs, CFOs, and other senior academic leaders. + Serve as a strategic advisor to institutional leaders, aligning solutions with their missions of student ... leadership and a strong track record of business growth and client success. **Key Responsibilities** **Strategic & Operational Leadership** + Provide overall… more
- CBRE (Richmond, TX)
- …with senior leaders across a global organization. + Passion for driving client -centric solutions and a commitment to delivering exceptional service that ... (PjM) Sector Lead - Industrial & Logistics** From the inception of a new client portfolio of projects through to completion and beyond, Turner & Townsend helps to… more