- Forrester (TX)
- …Collaborate with industry analysts and the ecosystem to sell and deliver prescriptive client solutions . + Maintain the minimum weekly/daily metrics, and ensure ... understanding of the company's products and services portfolio to align appropriate solutions with client needs. Skills and competencies + Demonstrate urgency… more
- The Cigna Group (Plano, TX)
- …Well-being Strategist focuses on the development and market-level support of client well-being strategies, along with providing strategic insights and support. ... for U3000 account teams, matrix partners, and brokers to support client well-being strategies + Review market-level health and well-being product reporting… more
- Ensono (Houston, TX)
- …stakeholders in target organizations. Position Ensono as a trusted partner and advisor in managed services. + **Collaboration and Coordination:** Work closely with ... sales, marketing, and product teams to ensure a cohesive approach to client acquisition. Facilitate communication and information sharing to optimize sales efforts.… more
- Zions Bancorporation (Austin, TX)
- …Also, responsible for sourcing new customers through referrals . + Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' ... personal financial needs of assigned customers . + Visits client locations every 6 months . + Builds knowledge...6 months . + Builds knowledge of each assigned client by completing an in-depth profile of business and… more
- Deloitte (Austin, TX)
- …profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's business. Our team will assist ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Deloitte (Houston, TX)
- …with a great organization? Are you passionate about delivering goals to your client that goes above and beyond their expectations? Does the opportunity to work ... Team helps align the needs and priorities of the client organization with those of its workforce, while ensuring...while helping them identify pain points and offering possible solutions + Advising clients on technology options that can… more
- Zions Bancorporation (San Antonio, TX)
- …Also, responsible for sourcing new customers through referrals. + Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' ... and personal financial needs of assigned customers. + Visits client locations every 6 months. + Builds knowledge of...every 6 months. + Builds knowledge of each assigned client by completing an in-depth profile of business and… more
- CDM Smith (San Antonio, TX)
- …with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our transportation ... who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open to considering… more
- Deloitte (San Antonio, TX)
- …data quality, security, and making a real impact? Join the Talent Innovation & Solutions team in Digital & Analytics as the Data Governance Lead Specialist, where ... identify and mitigate data risks. + Be a Trusted Advisor : Support stakeholders by guiding them through approval processes...to manage multiple priorities + Consultative mindset, with a client service focus. + Strong analytical skills to help… more
- Anywhere Real Estate (Houston, TX)
- …T&E / AP Disbursements and disburses in Oracle + Ensures compliance with all client and Cartus internal control procedures for US and Canada + Prepares financial ... team and between various departments including; A/P, Treasury, Closing Network, ORC, Client Billing, Corp Actg. + Participate in special projects as needed… more
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